Home shows today’s pulse. Reports is a builder: date range, stage, lead source, tags, widgets, pin to Home, export CSV. Collected this month always matches the payment ledger.
Revenue by month
Bar and line for the last 12 months, this month, YTD, or a custom span. Empty studios see an empty chart — we do not invent dollars.
Saved views
Start from Revenue, Payments, Leads, or Pipeline. Change the name, filters, and widgets. Save as your own.
Pin and export
Pin a view to Home. Export the current tables as CSV. Studio and Unlimited only.
How it goes
- Step 1
Money posts as payments. Home and Reports use the same sum.
- Step 2
Open Reports, pick a preset, hide a widget, save the view.
- Step 3
Pin it. Next Monday the chart is waiting.