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Report to show closed sales revenue month-on-month
SOLVE
Participant | Diamond Partner
Oct 3, 2019 4:11 AM
Hi,
Can anyone detail how to create a report to show closed deal revenue month-on-month
Thanks in advance.
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1 Accepted solution
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Solution
Most Valuable Member | Diamond Partner
Oct 3, 2019 6:15 AM
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.
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