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Understanding Sales Revenue Reporting #
When generating a sales revenue analysis report, it’s important to understand how the data is tracked and reported. This report relies on sales activity added directly at the lead level. If no sales activity is recorded on the lead, the report will not generate properly, as it won’t have the necessary data to calculate revenue.
If your goal is to extract revenue based on lead field values (such as custom fields), rather than sales activity, you should use Seira Reports instead. Seira Reports provide flexibility for extracting data directly from lead fields, including revenue-related information, even when no specific sales activity has been logged.
Key Points: #
- Sales Revenue Analysis Report: Requires sales activity to be recorded on the lead to generate the report.
- Seira Reports: Use this tool if you need to extract revenue data from lead fields, independent of sales activity.
