Track Revenue Generation

Track Revenue Generation

Revenue refers to the number of opportunities or sales deals you have won successfully. In other words, Won Potentials that have generated Revenue.

  1. Go to Reports on the left panel.
  2. Select CRM under Standard Reports.
  3. Click Revenue($).
  • A table will appear with Potential Names along with other details such as Potential Owner, Lead Source, Contact Name, Closing Date, Probability, Stage and Amount.
  • The Amount column shows you the Revenue earned from a sales deal that your business has won.

4. Click Lead Source filter located in the top-right corner of the report to view which social networks your revenue was generated from.

There are three important tabs in the top-right of CRM reports to filter columns of Leads Created, Contacts Created, Potentials, and Revenue ($): 

  • The Calendar button has multiple time frame filter options to view reports. View reports for the Current Week, Last Week, Current Month, Last Month, Last 7 days, Last 15 days, and Last 30 days.
  • Choose whether to Email the report to your colleagues.
  • You can also Export the report and save it as a CSV file.

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