Sales Trend Analysis - Total Sales Value

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Sales

This chart will show you the total value of your sales in a quick at-a-glance view. This is handy to have present at the top of a sales report so you can get a general idea of your current sales status.

We recommend using Custom Fields to track your sales value. See Sales Teams Recommendations.

To get started, create a Count or Sum of Cards for completed Cards.

  • At the "Totals" stage, you would select "Sales Value" to generate a sum of the field.

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