topic Re: Report to show closed sales revenue month-on-month in Dashboards & Reporting

Report to show closed sales revenue month-on-month

LukeMarthinusen — Thu, 03 Oct 2019 08:11:40 GMT

Hi,

Can anyone detail how to create a report to show closed deal revenue month-on-month

Thanks in advance.

Re: Report to show closed sales revenue month-on-month

Phil_Vallender — Thu, 03 Oct 2019 10:15:12 GMT

Create deal report filtered on close date (this year) and deal stage (any won), then display data from close date and amount. This will produce a bar report with close date and ammount shown. Here's an example from a test portal:

Hope this helps.

Re: Report to show closed sales revenue month-on-month

LukeMarthinusen — Thu, 03 Oct 2019 12:34:23 GMT

Thanks Phil. Worked perfectly.