Sales Portal / How To Get Revenue Report?

Updated on 16 May, 2024

Definition:The Revenue Report displays how the sales channels' performance affects the bottom line, or net income.

Objective:In this report, you’ll be able to see a breakdown of new business and renewals. To get the most out of this report, you’ll want to set your sales and revenue goals first.

1. Go Reports> Revenue Report
2. A list of channels will be created, including the Date(in ISO 8601 date format), Month, Channel and Amount(in £)

3. Click Export to export report in.csv format if necessary with all pages or, current page and selected rows

4. Click Action> Download to export a report in.csv format if necessary with current list

5. Click Action> Email to get Report Emailing Settings. Enter your email address and time settings (now, recurring, or scheduled). If Recurring is set, the time of recursion must be fixed, such as every day or 7 days. If Custom Date is set, enter the date and time from which the email will be sent.

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