Sales, Leaderboard, and Conflict Reports
Monitor team performance, track sales activity, and catch project issues early
By Colin and 2 others3 authors9 articles
- How Can I See a Report on my Top Companies?Here's how you can use Custom Columns and the Project List Download to quickly see which companies you've done the most business with.
- How to Hide Lost Projects From My Sales DashboardLearn how to remove Lost projects from your Sales Dashboard so your projected revenue reflects only active or potential sales.
- How Do I Run a Tax Report by a Specific Time Frame?Learn how you can filter the tax report to see taxes over a specific period of time.
- How is Revenue Calculated on my Sales Dashboard?Here's how the revenue on your sales dashboard and projects list are calculated.
- How Can I See the Total for all of Stripe's Fees Charged to my Account for a Year?Here's how you can see a summary of the total amount of our payment processor's fees for a year.
- How Can I Review my Tax Report?Learn how you can get the most detail out of your tax report.
- How Can I See a Report on my Top Clients?Here's how you can use the Dashboard Report to see your top clients.
- What do my Leaderboards Do?Here's a quick exploration of the kind of information you can receive from your Leaderboards.
- How Can I Report on Stripe's fees?Learn how you can view a quick breakdown of the fees charged by Stripe via the Client Activity Report.