The Account Profile's Revenue tab is an area where you can view revenue detail about the Account. To view the Revenue Tab on an Account, move your cursor over the Lists menu and select Accounts. Then click on an Account's name that you wish to view the Revenue Tab. Once you are in the Account Profile, click the Revenue tab.
By default, the account’s revenue data will display based on your default Calendar Type. If you wish to see the data using a different calendar type, select one from the I want to see revenue from drop list.
- If you need to see Pacing for the current quarter, click the Quarter toggle button located above the chart.
- To hide a line, click a year in the legend. Clicking the year again, shows the line.
- If you need to see the dollar amount for a point on the chart, move your cursor over the point. A pop up box will appear, displaying the month and the billing amount.
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