CRM Widget: Revenue by Source
The "Revenue by Source" widget summarizes opportunity information and categorizes it by sources. The widget displays the following information:
- The total number of opportunity sources.
- The number of opportunities from each source.
- The total revenue from opportunities for each source.
- The share of each source in the total volume of opportunities, either by the number of opportunities or their value.
Please note: This widget is available on the "Team" plan and higher.
How to Add the Widget
- The widget can be added to your dashboard. To do this, navigate to your Dashboard (2) via the Home (1) tab.
- To find the widget, click the Add Widget button (1), go to the CRM tab (2), select the Sales Performance section (3), and choose Revenue by Source (4) from the list.
Widget Settings
The "Revenue by Source" widget has two display modes, which can be switched using the toggle buttons at the top:
- Pie Chart
- List
In the chart view, you can switch the data display between Qty. (number of opportunities) and Sum (their total value) (1). When you hover over a chart segment, you will see the number or value of opportunities from the corresponding source (2).
You can also exclude specific revenue sources from the pie chart. To do this, uncheck the boxes for the corresponding sources in the list on the right.
Data Settings
To configure the widget's settings, click the three-dot menu in the upper-right corner of the widget (1) and select Settings (2).
In the panel that opens on the right, you can:
- Change the widget name.
- Select the display type (chart or list).
- Set the data sorting method.
- Configure filters - select currency, sales pipeline, responsible users, opportunity dates, and more.
Copying and Deleting the Widget
To duplicate the widget, open its menu in the top-right corner and select “Duplicate.”
To remove the widget, choose “Delete” from the same menu.
