Preinstalled PBO Dasboard Report: Average Revenue by FY
- David Depman
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
Report Parameters
Standard Report Type: Opportunities
Report Name: Average Revenue by FY
Save to: ClosePlan Package Reports
Groups, Columns and Filters
Groups
Fiscal Year
Type
ClosePlan Adoption (Bucket Column)
Create the Bucket Column: ClosePlan Adoption Bucket Column
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