How do I Generate Report for Revenue by Territory?

Updated on July 19, 2017 10:06pm by Admin

Revenue by territory which extracts the reports of particular territory’s revenue. Basically this allows you to view the income of the particular area. Here the report is based on the total invoice value, total won opportunities and the total order value created by the overall customers during selected territory.

Steps to Generate Revenue by Territory Report

  1. Log in and access Customers App from your universal navigation menu bar.
  2. Click on "Reports"reporticon located at the app header bar.
    customers
  3. You can view "Sales Report" and "General Reports" in left navigation panel.
  4. Click on “Revenue by Territory” in "Sales Reports".
    customers 
  5. Provide the following information:
    • Territory - Select a territory from pre defined list.
    • Start Date - Start date.
    • End Date - End date. 
  6. Click on "View Report" button to view report in dashboard.


     

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