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Multi Year Sales History Report Overview

The Multi Year Sales History Report allows you to see your booked dollar across multiple time periods, so that you can spot trends in business.

To create the Multi Year Sales History report, please follow the below instruction:

1. Please navigate to Reports on the menu bar.

2. Click Revenue tab.

3. Click Multi Year Sales History Report link.

4. From the Hierarchy area, select at least one option.  Note:   You can select up to five options.

     -The hierarchy order determines how the data is nested in the report.

5. Optional: Select filters to remove the data that you do not wish to report on.

       

    6. Click the Run button.




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