When you click on the left-hand-side menu link for Revenue, you'll see the aggregate Revenue Schedule for your company. The default view is by Customer; you may also choose to view by product or account as the top-level grouping. No matter the grouping, you can drill-down to the deal level to see the details making up the summary numbers.
- View by Customer
- Customer names at the top-level
- Product names at the mid-level
- Deals at the bottom-level
- View by Product
- Product names at the top-level
- Customer names at the mid-level
- Deals at the bottom-level
- View by Account - this view is similar to the layout of the Journal Entry, so income account credits can be taken directly from this view.
- Account names at the top-level
- Product names at the mid-level
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Deals at the bottom-level
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