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Step 1: Filter as needed.
Filtering is very dependent on Org Settings and desired outcome. This Report is often built with widely varying filters and filter logic. As your CSM if you have any questions.
Suggested filter set
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Show Me: All Opportunities
Close Date: Current and Previous FY
Opportunity Status: Closed
Probability: All
Type: New Customer
(or as needed according to your Org settings)
Type: equals Existing Customer - Upgrade, Existing Customer - Replacement
(Or as needed according to your Org settings)
CP: Has Deal: greater than 0
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Click the down arrow to the right of Filters > Add Filter Logic
Add Formula: Include Rows Matching: 2 AND (1 OR (3 AND 4))
Click Apply
Result:
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Another option for filtering:
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Chart Properties
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Display As: Bar
Chart TItle: As needed
Y-Axis: ClosePlan Adoption
X-Axis: Average Amount
Show Values
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