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

Overview

This report shows ClosePlan adoption by fiscal year based on a standard Report Type.

image-20240920-114318.png

 

Report Parameters

Report Type: Opportunities

Name: ClosePlan Adoption by FY

Save to: ClosePlan Package Reports

Groups, Columns and Filters

image-20240920-114359.png

Groups

Columns

  • Account Name

  • Opportunity Name

  • Type

  • Stage

  • Amount (Sum and Average)

Filters

image-20240920-115215.png

FIlter as needed. Example filters:

  • Show Me: All Opportunities

  • Close Date: All Time

  • Opportunity Status: Any

  • Probability: All

  • Close Date: equals LAST 11 QUARTERS

 

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