Overview

The Average ARR by Year Report is used in the ClosePlan ROI Overview Dashboard

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Report Parameters

Custom fields creation: No

Report type: Opportunities

Groups, Columns and Filters

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Group Rows

• Fiscal Year

• Type

• ClosePlan Adoption (Bucket Column, see below)

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

Chart Properties

• Display As: Bar

• Chart TItle: As needed

• Y-Axis: Fiscal Year

• X-Axis: Average Amount

• Show Values

Additional Items

Create the Bucket Column

Field: CP: Has Deal

Bucket Name: ClosePlan Adoption

Click Apply