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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

    image-20241231-121432.png
  • Add Formula: Include Rows Matching: 2 AND (1 OR (3 AND 4))

    image-20241231-121721.png
  • 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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