Dashboard Panels - Approved Sales

This Dashboard Panel in the Report Center shows your approved sales by Sales Rep by date range.

If you select the “Group By Class Name” check box, this will group the data by classes associated to Services in the Service settings. 

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Categories

NEW REVENUE

This generates when a new Job is scheduled for a client, but only when it is a new or first-time Job. This is based on the Job’s set rate on the Job record, not the default rate on the Service.

RENEWAL REVENUE

This is based on the package renewal status for a client. The amounts combine if the filter range grows.

If under an Installment Plan, the default Service rate will appear under "New Revenue", not the rate on the Installment Plan.

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