1 Overview
2 Report Parameters
- 2.1 Groups, Columns and Filters
  - 2.1.1 Groups
  - 2.1.2 Columns
  - 2.1.3 Filters

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

Report Parameters

Standard Report Type: Opportunities

Report Name: ClosePlan Adoption by FY

Save to: ClosePlan Package Reports

Groups, Columns and Filters

Groups

ClosePlan Adoption (Bucket Column)
- Create the Bucket Column: ClosePlan Adoption Bucket Column
Close Date (Grouped Quarterly)

Columns

Account Name
Opportunity Name
Type
Stage
Amount (Sum and Average)

Filters

Filter as needed. Example Filters for the PBO Dashboard:

Show Me: All Opportunities
Close Date: All Time
Opportunity Status: Any
Probability: All
Close Date: equals LAST 11 QUARTERS

ClosePlan Guide

Preinstalled PBO Dashboard Report: ClosePlan Adoption by FY

Analytics