Matrix Support

Budgets - View Past Revenue

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

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