Total Sales report

You could argue that few things in business are as important as knowing how much you've sold, when, and to whom. The Total Sales report is straightforward, it simply hands you this information in a clear and comprehensible manner.

The top part of the report features several filters that let you determine the particular parameters of the report. You can look at the total sales numbers by Owner, Source, Customer, Team, and Product.

In the screenshot below, you can see that we’ve sold $150,000.00 worth of Deals to Customer, Steve Jobs in the month of September 2017.


If you'd like to view the data that makes up this report, select the Table View icon, located next to the date range filters in the top bar. This will enable you to click into and view the Deals that comprise this report!