How to Set Up the Revenue Growth Rate Report

The Revenue Growth Rate report shows the rate of revenue growth for each interval over a selected date range.

Chart Tab

The only display type for this report is Bar Combo.

bar combo

Options Tab

Revenue Growth Calculation

Select the way contacts are considered customers. Invoices, Opportunities, or Both.

revenue calculation


If you select invoices, choose whether you want to use the Invoice Total, or Total Paid.

invoice options


If you select Opportunities, select where to pull the revenue from.

Opportunity revenue options

Select the stage for when you consider an Opportunity Won.

box for the won stage

Date Range

Select the date range for the growth rate intervals you want to display.

report date range

Criteria Builder Tab

For Ultimate control and customization, use the Criteria Builder to set additional rules and requirements for the report.

Use the Criteria Builder to Filter the report further.

Relevant Articles to the Revenue Growth Rate Report

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