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Revenue Summary Report Overview

The Revenue Summary Report allows you to see a revenue comparison of this year and last year for the Month, Quarter, or Year. You can see how much new revenue is generated, how much revenue is lost, and the revenue growth. You can use this information to see if accounts lost are replaced by new business, and to see if you are counter balancing attrition with growth.

To create the Revenue Summary Report, please follow the below instruction:

1. Please navigate to Reports on the menu bar.

2. Click Revenue tab.

3. Click Revenue Summary 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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