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Overview

The Average Revenue by ClosePlan Report is used in the ClosePlan ROI Overview Dashboard

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Report Parameters

Report Type: Opportunities

Report Name: Average Revenue by ClosePlan

Save to: ClosePlan Package Reports 

Groups, Columns and Filters

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Groups

• Close Date (Grouped Quarterly)

• ClosePlan Adoption (Bucket Column)

  • SeeCreate the Bucket Column: ClosePlan Adoption Bucket Column

• Type

Columns

• Owner Role

• Opportunity Owner

• Account Name

• Opportunity Name

• Stage

• Fiscal Period

• Amount (Sum and Average)

  • NOTE: Amount is a Standard Field, Orgs may have a custom Field to represent the true 'Amount' of an Opportunity. Ensure the correct ‘Amount’ Field is used!

• Expected Revenue (Sum and Average)

• Probability % (Average)

• Age (Average)

• Created Date

• Lead Source

• CP: Has Deal

Summary Formula Columns

• ClosePlan Adoption (Summary formula)

  • SeeCreate the Summary Formula Column: ClosePlan Adoption Summary Formula

Filters

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FIlter Filter as needed. Example filtersFilters for the PBO Dashboard:

• Show Me: All Opportunities

• Close Date: All Time

• Opportunity Status: Closed

• Probability: All

• Stage: equals Closed Won

• Close Date: equals LAST 11 QUARTERS

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