Shared guide

How to use revenue reports

Step-by-step guide covering: Click Create; Click Report; Click Performance; Click Continue.

victoriaworkflowsvictoriaworkflows
·16 steps·9 views·Published
Step-by-step Guide16 steps

  1. Click Create

    Click Create
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  2. Click Report

    Click Report
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  3. Click Performance

    Click Performance
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  4. Click Continue

    Click Continue
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  5. Click Add filter

    Click Add filter
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  6. Click Status

    Click Status
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  7. Click Open

    Click Open
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  8. Click Won

    Click Won
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  9. Click on "Click here."

    Click on "Click here."
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  10. Type "Complete Revenue Report 2026" in New deal performance report

  11. Click Deal created on

    Click Deal created on
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  12. Click Won time

    Click Won time
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  13. Click Monthly

    Click Monthly
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  14. Click Weekly

    Click Weekly
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  15. Click Save

    Click Save
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  16. Click Save

    Click Save
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