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

Overview

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Report Parameters

Standard 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

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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

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