Sales Trend Analysis - Total Sales


This chart will show you your total generated sales over a specified time period. This will give you a nice at-a-glace view of your sales trends and help gain insight in to your historical trends.

We recommend using custom fields to track your sales value. See Sales Teams Recommendations.

To get started, create a Historical Chart for completed Cards.

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

Once completed you can set the display time frame by opening the calendar window from the bottom right-hand corner of the tile.

  • You can use the pre-set time frames from the right hand side, or you can set your own custom time frame by using the calendar to set your start and end dates.

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