Gross Revenue by Month for all pipelines --- possible?

Hi @msshey_ - happy to help!

This actually can be done directly from the list tool, and brought into your reports and dashboards! Here are the steps you could follow:

  1. Nagivate to CRM > Lists

  2. Open the list that you wish to report on

  3. Navigate to the Performance Tab of your list:

  4. Here, you will see a series of reports regarding this list, such as the growth over time, sources, and more!

  5. On the top right corner of these reports, you can select the Actions dropdown, and Save Report.

  6. A popout will appear asking you to name your report, and select if you would like this report to show in a dashboard. If yes, select ‘Add to existing Dashboard’ (or new). Select the name of your dashboard from the dropdown and press Save & add.

  7. Once saved, you will be able to see that report on your dashboard.

(My sample report is blank but if you have historical data it will display on the report!)

I hope that helps!

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