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Track your revenue and analyze your deals

You can track your revenue over a selected date range and your different deal stages. This is useful to track your sales team's performance and to forecast your expected revenue. You can filter your reports from all pipelines or a specific pipeline.

📋 View your reports

To access your reports:

  1. Go to Deals > Reports.
  2. Optional: Click Change and select the desired pipeline.
Revenue report Sales cycle report Team report

Click the Revenue report tab to access your revenue report.

Revenue

In the Revenue section, you can find information about deals won in the selected date range: the total won revenue, the number of deals won, and the average value of a deal. To see the number of deals and amount of revenue won by month, hover over the points on the graph.

revenue-report_EN-US.png

Current pipeline value

In the Current pipeline value section, you can find information about your open deals: the total deal value and estimated revenue per pipeline stage, and the number of open deals. To view the total deal value and estimated revenue per pipeline stage, hover over the bars in the chart.

current-pipeline-revenue-report_EN-US.png

💸 View your estimated and total revenue per deal stage

In the Cards view, hover over the mceclip0.png icon in each column header to view:

  • the estimated revenue of the deal stage based on the win probability you specified.
  • the total revenue of the deal stage.

est-revenue-stage_EN-US.png

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

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