Overview

The Average Deal Velocity Report is used in the ClosePlan ROI Overview Dashboard

Open

Report Parameters

Report Type: Opportunities

Report Name: Average ARR by Year

Custom Field Creation: Yes

Save to: ClosePlan Package Reports

Groups, Columns and Filters

Open

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

• Scorecard Score % (Custom Field)

  • Create the Scorecard Score % Field on the Opportunity Object
    
    Set the following fields to ‘Average’:

  • Amount

  • Expected Revenue

  • Probability %

  • Scorecard Score %

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