Weekly Revenue Filter
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How do I make a filter that totals the revenue of a set of leads in a week ?
Looking to make a filter and automation that sends us an alert once revenue reaches a certain amount on a week so that we can apply a black out dates so sales staff know when to stop taking orders for that week.
The same question
It is not currently possible to create a filter based on the total revenue as the filters are lead based.
We can help you create a report on your leads/events page that you can filter based on the status and selected date range. The report can sum the total amount from the leads listed, but this report would need to be pulled manually.
It is not currently possible to create a filter based on the total revenue as the filters are lead based.
We can help you create a report on your leads/events page that you can filter based on the status and selected date range. The report can sum the total amount from the leads listed, but this report would need to be pulled manually.
Hi Brittany,
But how do we have a sales by week line chart on our dashboard then? This would be a very helpful feature!
Hi Brittany,
But how do we have a sales by week line chart on our dashboard then? This would be a very helpful feature!
The dashboard information is not using the same filters that can be created in Settings-->Filters. The filters you can create would be based on lead specific information.
The dashboard information is not using the same filters that can be created in Settings-->Filters. The filters you can create would be based on lead specific information.
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