I would like to know how a salesperson, John Smith, did last year. Can I see this without exiting the Budget screen?
Yes, you can view up to five years of revenue history for an item.
To see past revenue:
1. Click the gear icon beside the item you would like to see the revenue for
2. Select View Past Revenue.
Note: You can view historical revenue values for any level of your budget template by clicking the gear icon next to a line item in your template.
Keyword search: Past Revenue, View Past Revenue, applying a percent increase, Historical Billing