How do I run a financial report?
See revenue, win rate, and outstanding balances by date range, lead source, salesperson, or pipeline.
Open Reports from the sidebar. The Financial section has pre-built reports for closed revenue, outstanding invoices, expected revenue (weighted by stage), and revenue by lead source or salesperson. Pick a date range and any filters you want at the top of the report, and the numbers refresh instantly.
You can save a filtered view to come back to later, or export to CSV for accounting. Some financial reports are gated by the "View financial data" permission, so a team member who can't see them needs that permission granted by an Admin.
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