reports

[HSalah]

I need help in creating these reports:

i need the steps (report type,filters,fields,columns,etc)

Revenue Booked (vs. Target) → total contract value signed per month/quarter

Revenue Realized (Commission Earned) → actual management fee earned from bookings

Sales Rep Productivity → deals closed + revenue booked per rep

[Nhal]

Gotcha! Sounds like you’re juggling a few report types at once. Quick q: are your commissions stored on the deal, or calculated elsewhere? For Revenue Booked vs. Target, I’d build a deal-based custom report, filter by Deal Stage = Closed Won, group by Close Date by month/quarter, and use Amount or Total Contract Value as the Y-axis—then drop it on a dashboard and manually layer in targets. For Revenue Realized, add a custom number field like Commission Earned, then build a similar report summing that. For Sales Rep Productivity, just group deals by Deal Owner, filter for Closed Won, and show count + revenue. I used to track this with a dashboard per team—super helpful come review time. Give that a spin and see how close it gets 🙂

[KHoyer · Accepted solution]

Hi @HSalah ,

You can try this. 

#1 Revenue Booked vs. Target 

Goal: Track Total Contract Value (TCV) closed by month/quarter against a goal.

Report Type:

Single object: Deals

Filters:

Deal stage = Closed Won

Close date is this month, this quarter, etc.

Fields / Columns:

Deal owner

Close date

Total contract value

(Optional: a custom property like “Booking Target” if rep-level targets vary)

Display:

Bar chart by close date (monthly/quarterly)

Use a goal line if you have portal-wide quotas set

#2 Revenue Realized (Commission Earned)

 Goal: Show management fee/commission earned from deals.

Do you have a property on the deal for this already? If not:

Setup:

Add a property like Management Fee Earned or Commission Paid

Use a workflow to populate it based on % of TCV or other logic

Report Type:

Single object: Deals

Filters:

Deal stage = Closed Won

Commission field is known

Commission date = (earned month) if tracked

Fields / Columns:

Deal owner

Close date or commission date

Commission earned

Display:

Summary table or column chart grouped by rep or month

#3 Sales Rep Productivity 

Goal: Show how each rep is performing.

Report Type:

Single object: Deals

Filters:

Close date = this quarter (or custom range)

Deal stage = Closed Won

Fields / Columns:

Deal owner

Number of deals

TCV (or Amount)

Display:

Bar chart grouped by deal owner

Show both count of deals and sum of amount