This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder.
Overview
The ClosePlan Adoption by FY Report is used in the ClosePlan ROI Overview Dashboard
Report Parameters
Report Type: Opportunities
Report Name: ClosePlan Adoption by FY
Save to: ClosePlan Package Reports
Groups, Columns and Filters
Groups
ClosePlan Adoption (Bucket Column)
Close Date (Grouped Quarterly)
Columns
Account Name
Opportunity Name
Type
Stage
Amount (Sum and Average)
Filters
FIlter as needed. Example filters for the ROI Dashboard:
Show Me: All Opportunities
Close Date: All Time
Opportunity Status: Any
Probability: All
Close Date: equals LAST 11 QUARTERS