Sales report shows you how your sales process is moving along, how much revenue is coming in, and how many deals you're closing.

To access the sales report, go to Reports > Sales:

The report shows you:

  • Deal count (new deals) - the number of deals created in the selected period

  • Won deal count - the number of deals you won

  • Lost deal count - the number of deals you lost

  • Sales potential - how much money you could potentially get from all the new deals

  • Won revenue - how much revenue comes from the deals you won

  • Lost revenue - how much revenue is lost

If you want to customize the report you can use the blue toolbar at the top to add Fields, Group data as well as add and remove Filters.

As soon as you change anything a green Save button will appear. You can save your new report for later so that you can easily access it at any time.

You can even export your report in multiple formats by clicking on the export button:


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