My Sales Overview
Top left chart shows how well your sales were doing each month compared to the plan (budget).
To the right of the chart you can see exact numbers of your sales and budget for each month. You can click the year to toggle the shown data for the current or previous year.
Below the chart, information about your sales cases is grouped by the current month, quarter and year
The Offers pane lists all your sales cases in the Offer phase
Below, your sales cases are grouped by the current month, quarter and year to provide the following summaries for these periods:
Offers – sums up the values of all your sales cases in the Offer phase.
Sales – sums up the values of all your sales cases in the Contract phase.
Budget – gives your personal budget for the period.