Revenue Report
To access this feature, open your CRM Dashboard and click on Revenue. From the dropdown menu, select Revenue Report to open the Revenue List page.
Revenue Report Instructions
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Step 1
On this page, you can easily view detailed lists of revenue records in an organized manner.
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Step 2
The report displays financial highlights including Total Estimate Amount and Total Received Amount.
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Step 3
You can add new revenue entries directly from this page to keep records updated.
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Step 4
Options are available to download revenue reports for offline use or sharing.
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Step 5
You can also edit invoices to make corrections or updates as needed.
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Step 6
The system allows you to generate invoices instantly for streamlined billing.
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Step 7
By clicking on the cart icon, you can view detailed product-wise reports linked to the revenue data.
Quick Actions
💡 Pro Tip: Keep Your Revenue Organized
Regularly updating and downloading your revenue reports ensures better financial planning and helps maintain accurate business records. Use the product details feature for deeper insights into sales performance.