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