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Owner Role
Opportunity Owner
Account Name
Opportunity Name
Stage
Fiscal Period
Amount
Expected Revenue
Probability %
Close Date
Created Date
Next Step
Lead Source
Set the following fields to ‘Average’:
Amount
Expected Revenue
Probability %
Filters
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Filter as needed. Example Filters for the ROI Dashboard
Show Me: All Opportunities
Close Date: Current and Previous FY
Opportunity Status: Closed Won
Probability: All
Type: equals New Business, Upsell/Cross sell
Chart Properties
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Display As: Bar
Chart TItle: As needed
Y-Axis: Fiscal Year
X-Axis: Average Amount
Show Values