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.
Was this article helpful?
Still need help?
Submit a ticket and a human will get back to you.
More in Pipeline & deals
How do estimates work?
Build an estimate line by line, send it to your customer for approval online, and turn it into an invoice when they say yes.
How do I customize pipeline stages?
Build stages that match how your team actually sells.
How do I reopen a lost deal?
Pull a closed-lost deal back into an active stage.
How do I track where my leads came from?
Tag every opportunity with a lead source so you can report on which channels are working.