Dashboards & Reporting


Sales Revenue Graph on Company Page

I was wondering if anyone has any advice or has had success implementing a sales report right on the 'company' page. We would like our Team to be able to go to an account and quickly and easily see this customers MTD sales, YTD sales and see how they are tracking vs the previous year. 


Any thoughts here? 


Sales Revenue Graph on Company Page

Hi @DCaplan5,


Thank you for reaching out to the Community! 

I can confirm that this is currently not possible. I've found a feature request in our Ideas forum where a similar function has been requested. I'd be great if you can support the idea with an upvote and add your use case in the comments. Thank you!


Mia, Community Team

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