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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 ARR by Year Report is used in the ClosePlan ROI Overview Dashboard
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Report Type: Opportunities
Report Name: Average ARR by Year
Save to: ClosePlan Package Reports
Note: This report type is a Custom Report Type. If this Report Type is not present in your Org it will need to be created. Check first before you do double work!
Groups, Columns and Filters
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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
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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
Chart Properties
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Display As: Bar
Chart TItle: As needed
Y-Axis: Fiscal Year
X-Axis: Average Amount
Show Values