VS CRM
Help Center › Revenue

Revenue Guide

The Revenue page provides a complete overview of your earnings and financial performance. Track income, analyze trends, and make informed decisions to drive growth.

Guide

Overview & Navigation

Follow these steps to open the Revenue page in your CRM.

Step-by-Step Instructions

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Click on the Revenue option in the dashboard menu.
  4. 4. Your Revenue page will open.

Revenue Sections

  • Dashboard: Get a quick overview of total revenue and recent trends.
  • Revenue Report: Generate detailed reports to analyze income and performance.
  • User Target Goal: Set and track revenue targets for each user or team.

💡 Pro Tip: Analyze Revenue Trends

Regularly check your revenue reports and set target goals to monitor growth. This helps in making strategic business decisions and achieving long-term success.