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

Go to Reports > Sales.

The report shows you:

  • New deals - the number of deals created in the selected period
  • Sales potential - how much money you could potentially get from all the new deals
  • Won deals - the number of deals you won
  • Lost deals - the number of deals you lost
  • 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.

You can save the report for later use or export it using the buttons highlighted below.

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