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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 Average Revenue by ClosePlan Report is used in the ClosePlan ROI Overview Dashboard
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Report Type: Opportunities
Report Name: Average Revenue by ClosePlan
Save to: ClosePlan Package Reports
Groups, Columns and Filters
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Close Date (Grouped Quarterly)
ClosePlan Adoption (Bucket Column)
SeeCreate the Bucket Column: ClosePlan Adoption Bucket Column
Type
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ClosePlan Adoption (Summary formula)
SeeCreate the Summary Formula Column: ClosePlan Adoption Summary Formula
Filters
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FIiter Filter as needed. Example filtersFilters for the PBO Dashboard:
Show Me: All Opportunities
Close Date: All Time
Opportunity Status: Closed
Probability: All
Stage: equals Closed Won
Close Date: equals LAST 11 QUARTERS
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