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Preinstalled ROI Dashboard Report: ClosePlan Adoption by FY

Preinstalled ROI Dashboard Report: ClosePlan Adoption by FY

Owned by David Depman
Last updated: Jan 08, 2025

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

image-20240920-114318.png

 

Report Parameters

Report Type: Opportunities

Report 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 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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