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. When in table view, you can also export the report.
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.