Preinstalled PBO Dasboard Report: Average Revenue by FY

Owned by David Depman
Last updated: yesterday at 3:25 pm
2 min read

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

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Report Parameters

Standard Report Type: Opportunities

Report 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 for the PBO Dashboard:

  • Show Me: All Opportunities

  • Close Date: All Time

  • Opportunity Status: Closed Won

  • Probability: All

  • Close Date: equals LAST 11 QUARTERS