Revenue Summary on the Dashboard

The Revenue Summary detail is pulled from Reports (menu) > Find Reports > Transactions/Financials (left menu) > Recommended (tab) > Revenue Summary and  provides a snapshot of monthly revenue this year vs. last year. 

  • Click the 12-month trailing revenue - Bar Chart link to view a bar chart of revenue for the last 12 months. 
  • Click the Current vs. Prior 2 Years Revenue link to view a bar chart reflecting the the current year and past 2 year revenue.