Preinstalled ROI Dashboard Report: Average Revenue by FY

Owned by David Depman
Last updated: yesterday at 3:30 pm
2 min read

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

Overview

The Average Revenue by FY Report is used in the ClosePlan ROI Overview Dashboard

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Report Parameters

Report Type: Opportunities

Name: Average Revenue by FY

Save to: ClosePlan Package Reports

 

Groups, Columns and Filters

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Groups

Columns

  • Owner Role

  • Opportunity Owner

  • Account Name

  • Opportunity Name

  • Stage

  • Fiscal Period

  • Amount (Sum and Average)

    • NOTE: Amount is a Standard Field, Orgs may have a custom Field to represent the true 'Amount' of an Opportunity. Ensure the correct ‘Amount’ Field is used!

  • Expected Revenue (Sum and Average)

  • Probability % (Average)

  • Age (Average)

  • Close Date

  • Created Date

  • Lead Source

Filters

FIlter as needed. Example filters:

  • Show Me: All Opportunities

  • Close Date: All Time

  • Opportunity Status: Closed Won

  • Probability: All

  • Close Date: equals LAST 11 QUARTERS

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