...
Filter as needed. Example Filters 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
...
Filter as needed. Example Filters 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