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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

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Filter as needed. Example Filters 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

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