Revenue by Rep Report
Go to Reports โ Revenue by Rep.
The Revenue by Rep report shows revenue performance for each team member. It pulls won deal values and open pipeline values so you can see both what has closed and what is in progress for each rep.
Filtersโ
| Filter | Options |
|---|---|
| Date Range | Last 7 days, 30 days, 90 days, 365 days, Custom |
The date filter applies to Won and Lost counts. Open pipeline value is always current (not date-filtered).
Chartโ
A bar chart displays won revenue per rep, sorted highest to lowest.
Data Tableโ
One row per team member, sorted by Won Value descending.
| Column | Description |
|---|---|
| Rep | Team member name |
| Won Count | Deals closed Won in the period |
| Won Value | Total revenue from won deals in the period |
| Lost Count | Deals closed Lost in the period |
| Pipeline Value | Sum of deal values for all open (not yet won or lost) leads assigned to this rep |
| Win Rate | Won Count รท (Won + Lost) ร 100% |
Deal value is set on each lead record in the Deal Value field. Reps without any assigned leads appear with zeros.
Exportingโ
Click Export CSV or Export PDF in the page header.
Relatedโ
- Agent Performance โ activity-based metrics (contacts made, response time)
- Pipeline Bottlenecks โ where in the pipeline deals are stalling