Im discovering Pipedrive, after 10 years using Salesforce 🤐 And I struggle to get basic stuff as a report showing the evolution of annual revenue...
Based on what? Deals closed in that year? You can do that through the insights reporting
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 ??
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.