Revenue insights: analytics dashboard reference

Open Revenue insights

Go to Sales → Revenue insights (or Analytics in the sales submenu). The page loads organization-wide metrics for deals and issued CRM invoices. Select period (3, 6, or 12 months) and reporting currency at the top.

KPI cards explained

• Issued revenue: total invoiced amount in period; vs previous month badge when available.
• Weighted forecast: open deals weighted by stage probability—not face value.
• Won deal value / lost deals / conversion rate: closed outcomes in the selected window.

Interactive charts

1. Issued revenue trend → click month → filtered invoice list.
2. Funnel by stage → click segment → open deals in that stage.
3. Won vs lost by month → click bar → deals closed that month.
4. Clear selection banner appears when filtered; use Clear selection to reset.

Export analytics CSV

Use Export report (CSV) on the analytics page for KPI summary tables. Use Export deals (CSV) on the pipeline page for deal-level rows including stage, value, owner, and source.