Preinstalled ROI Dashboard Report: ClosePlan Adoption by FY

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 ClosePlan Adoption by FY Report is used in the ClosePlan ROI Overview Dashboard

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Report Parameters

Report Type: Opportunities

Report Name: ClosePlan Adoption by FY

Save to: ClosePlan Package Reports

Groups, Columns and Filters

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Groups

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

 

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