Understanding the Total Sales report

What's my plan?

The Total Sales report is a comprehensive overview of your total sales segmented by owner, source, customer, team, and product. It provides you with a quick view of your sales within a given time period.

To view the Total Sales report

From the Reports page, select Sales Performance > Total Sales.

The graph view of this report provides a visual representation of your sales by these categories: owner, source, customer, team, and product. Hovering over each graph segment shows you the total value of the sales for that category (for example, the total sales for deal owners).

You can view this graph data as either stacked, expanded, or cumulative.

In the table view of this report, you can expand each category to see more detail. For example, you can expand an owner to see the deals that were closed or view your sales by specific products. You can export this report when in table view. Permission to export can be configured as described in Granting permission to export in Sell.

Note: In Table view, the default value for the number of deals shown is 24 (the total value of deals for the top 24 sales accounts). The rest of your deals are shown under Other. The reports for these deals only include some aggregate statistics.

You can define a different time period and also add filters to view only teams, groups, or specific users. You can also filter by tags.