...
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
...
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
...