< Analysis of New Business Revenue (New Clients Only) < View New Business Revenue by Date Range

 

 

 

Navigation REPORTS > REVENUE

 

How do I view the New Business Revenue Report within a date range?

 

  • Click the 'from' date in the first panel and then the 'to' date in the second panel

  • Click the "All Clients" panel and select "New Clients Only"

  • Click "Show Report" to see all revenue within the date range specified

The New Business Revenue Report view explained

 

  • This report is the same as the Revenue Reports for Service Items, Referral Type and Client Areas, however it contains a more detailed analysis of "New Clients Only"

  • You can also get a greater analysis of revenue by selecting particular Client Areas.

  • The pie charts work in the same way as for the other reports.

 

If the graph is not displaying, please refer to this explanation.

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