Sales by Customer report

What's my plan?

The Sales by Customer report shows you your sales by customer within a given time period.

To view the Sales by Customer report

From the Reports page, select Sales Performance > Sales by Customer.

There are two views of this report: the graph view and the table view.

The graph view provides a visual representation of your sales by customer within a given time period (the default time period is the current month). Hovering over each graph segment shows you the total value of the deals that customer has and also the percentage of those deals compared to the total number of deals.

When you switch to the table view of this report, you’ll see the same data in a table format.

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.