Incep Digital
GuidesIncep CRM handbook
Money3 min read

Revenue

Revenue records are money received. They are what the dashboard goal card, the revenue chart and the revenue reports all read from.

Recording revenue

/dashboard/revenue

Each record carries an amount, a date, the client it came from, and where relevant the service and lead source behind it. That last link is what makes "revenue by source" possible, and it is only as good as the attribution on the original lead.

Money received, by client, service and the source that produced it.

Against your goal

/dashboard/settings/organization

Set a monthly revenue goal under Settings, Organization and the dashboard tracks recorded revenue against it for the current month.