Report to show closed sales revenue month-on-month

[#1]

Hi,

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

Thanks in advance.

[#2 · Accepted solution]

Hi @luke-moagency 

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.

[#3]

Thanks Phil. Worked perfectly.