Preinstalled ROI Dashboard Report: Average ARR by Year

Owned by David Depman
Last updated: about 5 hours ago
2 min read

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

image-20241231-113401.png

Report Parameters

Report Type: Opportunities

Report Name: Average ARR by Year

Save to: ClosePlan Package Reports

Groups, Columns and Filters

image-20241231-113449.png

Group Rows

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 ValuesÂ