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This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder.
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Check to see if this Report exists before you do double work!
Overview
The ClosePlan Adoption by FY
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Report is used in the ClosePlan ROI Overview Dashboard
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Report Parameters
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Standard Report Type: Opportunities
Report Name: ClosePlan Adoption by FY
Save to: ClosePlan Package Reports
Groups, Columns and Filters
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Groups
ClosePlan Adoption (Bucket Column)
Close Date (Grouped Quarterly)
Columns
Account Name
Opportunity Name
Type
Stage
Amount (Sum and Average)
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Filters
Filters
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Filter as needed. Example filters for the ROI Dashboard:
Show Me: All Opportunities
Close Date: All Time
Opportunity Status: Any
Probability: All
Close Date: equals LAST 11 QUARTERS
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