What this feature does and when to use it?
The Deals by Revenue report provides a comprehensive view of your deals and the revenue they generate across different deal stages and time periods. It helps you monitor revenue performance, compare results across teammates or teams, identify revenue trends over time, and gain deeper insights into your deal pipeline through interactive charts and detailed reports.
Use this feature when:
• You want to track the total revenue generated across selected deal stages.
• You need to compare deal revenue performance between teammates or teams.
• You want to analyze revenue trends by week, month, or year.
• You need to export revenue reports or charts for further analysis or presentations.
• You want to schedule revenue reports to be automatically generated and shared with selected teammates.
The report summarizes deal revenue by team member or team, displays revenue trends over your selected time period, and provides both visual charts and detailed deal records. You can drill down into the underlying deals, apply additional filters, customize the displayed columns, export report data in multiple formats, or schedule reports for automatic delivery to keep your team informed.
Generate and Analyze the Deals by Revenue Report
1. Open the Deals by Revenue Report
Navigate to the Reports section from the left-hand navigation menu.
Open the Deals Report, then select Deals by Revenue.
2. Select the deal stages
Choose the deal stages you want to include in the report.
3. Select the date range
Choose the time period for the report. You can select one of the predefined ranges, such as Today, Yesterday, This Week, Last Week, This Month, or Last Quarter, or specify a Custom Date Range by selecting the required start and end dates.
4. Generate the report
After selecting the deal stages and date range, click Generate Report to create the report.
5. Adjust the report view
After the report is generated, you can further customize how the data is displayed.
Use the Show By option to group the report by:
• Week
• Month
• Year
You can also choose whether the report should be based on the deal's:
• Added On date – The date the deal was created in Recruit CRM.
• Close Date – The date the deal was marked as closed.
Review the Report
The generated report provides a breakdown of deal revenue for the selected stages, grouped by team members and teams, along with the total deal amount for each time period.
The data is organized based on the selected Show By interval (Week, Month, or Year), making it easier to analyze revenue trends over time.
The report includes:
• A bar chart displaying historical deal data, showing every stage that deals moved through during the selected time period.
• A comprehensive table showing stage-wise performance for each team and teammate included in the report.
View Detailed Deal Records
Each bar in the chart is clickable, click any bar to view the detailed list of deals associated with that stage and time period.
Within the detailed report, you can:
• Review the underlying deal records.
• Sort the data by clicking any column header.
• Customize the displayed information using Edit Columns.
• Apply additional filters to narrow down the results.
• Perform a Boolean Search to quickly locate specific deals.
• Export the filtered deal list as a CSV file.
Export the Report
You can export the report in multiple ways:
• Click Export Report to CSV above the table to download the summary table as a CSV file.
• Click the Export icon in the top-right corner of the bar chart to download the chart as an image in PNG, JPG, or SVG format.
• Click any bar in the chart to open the detailed candidate list for that KPI, then click Export Report to CSV to download the detailed report as a CSV file.
Schedule the Report
You can schedule the Deals by Revenue report to be generated automatically and delivered to selected teammates at your preferred intervals.
Please note that the bar graph will display historical data, showing all the stages the deals have been in that particular time frame.
Troubleshooting
Problem: The Deals by Revenue report is empty or shows fewer deals than expected.
Problem: The Deals by Revenue report is empty or shows fewer deals than expected.
Likely cause: Deal stages or timeframes are too narrowly selected, or date filters (added on vs. closed date) do not match your expectations.
What to check:
Confirm that the correct deal stages are selected before generating the report.
Verify the timeframe covers the dates when the deals were added or closed.
Check whether the filter is set to added on date or closed date and whether this aligns with what you want to measure.
Resolution: Adjust the selected stages, timeframe, and date reference, then click Generate Report again.
Problem: You cannot see all the columns or stages you need in the detailed list view.
Problem: You cannot see all the columns or stages you need in the detailed list view.
Likely cause: The default column layout does not include all desired fields or stages.
What to check:
Open the column editing option in the detailed list view.
Check which columns are currently selected and their order.
Resolution: Edit the columns to add the needed deal stages and reorder them so key information appears where you expect.
FAQs
Q1: What is the difference between the Deals by Revenue and Deals by Teammates reports?
Q1: What is the difference between the Deals by Revenue and Deals by Teammates reports?
The Deals by Revenue report focuses on deal amounts and accumulated revenue across stages and timeframes, while the Deals by Teammates report focuses on performance grouped primarily by teammate. In the Deals by Revenue report, you still see breakdowns by teams or teammates, but the core metric is revenue.
Q2: Can I change how the Deals by Revenue report groups data over time?
Q2: Can I change how the Deals by Revenue report groups data over time?
Yes. You can use the “Show by” options to group and display data by week, month, or year. The report will then store and present data according to the interval you select.
Q3: What is the difference between filtering by added on date and closed date?
Q3: What is the difference between filtering by added on date and closed date?
Filtering by added on date uses the date the deal was added to the system, helping you analyze new pipeline creation. Filtering by closed date uses the date the deal was closed in the application, helping you analyze revenue conversion in a specific period.
Q4: Can I drill down into the deals behind a specific bar in the chart?
Q4: Can I drill down into the deals behind a specific bar in the chart?
Yes. All bars in the Deals by Revenue report are clickable and open a detailed list view of the deals represented in that bar. From there, you can search, filter, adjust columns, and export the data.
Q5: In which formats can I export the Deals by Revenue report?
Q5: In which formats can I export the Deals by Revenue report?
You can export the bar chart as PNG, JPG, or SVG image files. The detailed list of deals can be exported as a CSV file for further analysis.
Conclusion
The Deals by Revenue report gives you a clear, flexible view of your deal amounts and revenue across stages and timeframes, with options to drill down, export, and schedule insights for your team. Use the filters, visualizations, and exports described here to keep your pipeline performance transparent and your revenue tracking accurate.