Overview

The Average ARR by Year Report is used in the ClosePlan ROI Overview Dashboard

Report Parameters

Report Type: Opportunities

Report Name: Average ARR by Year

Save to: ClosePlan Package Reports

Groups, Columns and Filters

Group Rows

• Fiscal Year

• Type

• ClosePlan Adoption (Bucket Column)

  • Create the ClosePlan Adoption Bucket Column

Columns

• 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

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

• Display As: Bar

• Chart TItle: As needed

• Y-Axis: Fiscal Year

• X-Axis: Average Amount

• Show Values