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Track your revenue in Sales CRM

With Sales CRM, you can track your revenue over the last 12 months and over your different deal stages. This is useful to track your sales team's performance and to forecast your expected revenue.

View your annual and monthly revenue

In the Deals won and revenue section of your Sales CRM dashboard, you'll find a chart and a summary of your deals' revenue over the last 12 months. You can filter your revenue from all pipelines or from a specific pipeline. To view the total revenue for each month, hover over the bars in the chart.


View your estimated and total revenue per deal stage

In the Kanban view, hover over the mceclip0.png icon in each column header to view:

  • the estimated revenue of the deal stage based on the win probability you specified.
  • the total revenue of the deal stage. 


⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.