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This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder.

ClosePlan Adoption by FY

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Report Parameters Overview

Standard Report Type: Opportunities

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

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  • Show Me: All Opportunities

  • Close Date: All Time

  • Opportunity Status: Any

  • Probability: All

  • Close Date: equals LAST 11 QUARTERS

 

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