Read the Revenue report
Last reviewed
Won, open and lost value by owner, source, status or month, and how to get to the leads behind a number.
Leads → Revenue has two tabs. Overview shows what was won and lost in a period, plus the open pipeline as it stands today. Recurring revenue shows your subscriptions and leases as of today: MRR, ARR, how many are running and how many have ended.
- Pick a period with the presets (This month, Last month, This quarter, This year) or Custom dates. Won and Lost follow the period; Open pipeline does not.
- Group by owner, source, status or month. Win rate is shown by value and by count, because they differ.
- Every name and figure is a link: click it to open the lead list filtered to exactly those leads.
- Total value counts every deal at its full worth; ARR counts only recurring deals at their yearly rate.
Each tile says how many leads have a value ("Based on 9 of 11 won leads with a value"), so a total is never mistaken for the whole picture. The report needs both the Lead analytics and View Deal Value permissions.