This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder
Overview
The Average Deal Velocity Report is used in the ClosePlan ROI Overview Dashboard
Report Parameters
Custom fields creation: Yes
Report type: Opportunities
Groups, Columns and Filters
Group Rows
Fiscal Year
Type
ClosePlan Adoption (Bucket Column, see below)
Columns:
Owner Role
Opportunity Owner
Account Name
Opportunity Name
Stage
Fiscal Period
Amount
Expected Revenue
Probability %
Close Date
Created Date
Next Step
Lead Source
Scorecard Score % (Custom Field, see below)
Set the following fields to ‘Average’:Amount
Expected Revenue
Probability %
Scorecard Score %
Filters
Filter as needed
Additional Items
Create the Bucket Column
Field: CP: Has Deal
Bucket Name: ClosePlan Adoption
Range | Bucket |
|---|---|
<= 0 | No ClosePlan |
> 0 | ClosePlan |
Click Apply