Report with annual revenue - how to get it ?
Perrine_17629 Posts: 2
Im discovering Pipedrive, after 10 years using Salesforce 🤐 And I struggle to get basic stuff as a report showing the evolution of annual revenue...
Boris Tsibelman Posts: 999edited October 2020 #2
Based on what? Deals closed in that year? You can do that through the insights reporting0
Perrine_17629 Posts: 2edited October 2020 #3
Thanks Boris 😊 Yes indeed, based on deals closed. But I have the impression that it is not possible to do it with the "Advanced" subscription ??0
Mike van der Valk Posts: 4,055edited October 2020 #4
The revenue forecast report is available from the professional plan and up.
However, you can still use the deal performance report to see your revenue depending on the selected time frame.0