How do I break down the performances of individual sales reps by month, instead of having just an annual comparison?

How do I break down the performances of individual sales reps by month, instead of having just an annual comparison?

You can achieve this by generating a matrix report in the Deals module.
Follow these steps to create a matrix report:
  • Go to the Reports module.
  • Click on Create Report.
  • Select the Deals module as the primary module.
  • Under Report Type, select Matrix Report.
  • Select Deal Owner as the row heading, and Closing Date as the column heading. 
  • Group Dates by Month and Year.
  • Choose Amount under Columns to Total.
  • Run the report.
Read in greater detail about generating and customizing reports here.


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