What is the Revenue Leaderboard - Sold report reflecting?

This report provides an overview of which Sales Reps are bringing in the most revenue.

The Revenue Leaderboard - Sold tracks the total dollar amount of Estimates that have been marked as "Approved" or "Invoiced", per Sales Rep.

If a Sales Rep has several Contacts or Jobs in the Sold stage, but no Estimates have been created under the Contact/Job, the Sales Rep will not display on the graph. 

Sales Dashboard - Revenue Leaderboard

To customize the graph, you can:

  • change the location (if you have multiple company locations in your account) to which the visible records are assigned
  • change the type of data being pulled to either Contacts or Jobs (if you have Jobs enabled)
  • view data of either the Total of all Estimates or the Most Recent Approved Estimates
  • select the Workflow(s) of the records from which the graph pulls data
  • choose which Sales Reps appear
  • change the date range during which these Estimates were marked as "Approved" or "Invoiced"

When an Estimate is entered under a Contact or Job, ensure that the Status of the Estimate is updated for it to report correctly. The "Draft", "Sent" and "Denied" Statuses are NOT included in the totals on this report.