Revenue Analytics
Realized revenue from Closed Won deals only — total revenue, average deal size, win rate, and revenue trends by stage.
Overview
Revenue Analytics reports on money actually earned — it looks exclusively at Closed Won deals that are not quotes, giving you a clean picture of realized revenue rather than pipeline potential. Where Sales Pipeline forecasts what might close and Funnel Analytics measures conversion efficiency, Revenue Analytics answers "how much did we actually make, and how."
Closed Won Only
Open deals, lost deals, and unconverted quotes are excluded entirely. Every number on this screen is backed by a deal that has actually closed and won.
Screen preview
A quick look at the screens. Use the toggle in the corner of each preview to switch between the dark and light themes.
Sales analytics
Revenue analytics, January to June
Time Range
A pill filter bar — All Time / This Year / This Quarter / This Month — scopes every KPI and chart to deals with a close date inside the selected window.
KPI Cards
- Total Revenue — sum of all Closed Won, non-quote deal values in the selected time range.
- Avg Deal Size — Total Revenue divided by Deals Won.
- Win Rate — the share of all closed deals (won + lost) in range that ended Closed Won.
- Deals Won — count of Closed Won, non-quote deals in range.
Charts
Revenue Trend
Won revenue plotted over time within the selected range, so you can spot growth, seasonality, or a slowdown at a glance.
Revenue by Stage (Donut)
A donut chart breaking down won revenue by the pipeline stage the deal passed through last, useful for seeing which stages are contributing the most closed value.
Relationship to Sales Pipeline & Funnel Analytics
All three CRM analytics screens read the same deal data but answer different questions:
- Sales Pipeline — forecasts what's likely to close, using open deals weighted by probability.
- Funnel Analytics — measures conversion efficiency between stages and lead source quality.
- Revenue Analytics — reports only what has already closed won, with no forecasting or open-deal data mixed in.
AI Assistant
Revenue Analytics has a built-in AI Assistant, opened from the tab on the right edge of the screen. It receives the same aggregate snapshot shown on screen for the selected interval — total revenue, average deal size, win rate, the monthly trend, and the revenue-by-stage breakdown — as structured context, and answers in Markdown.
Revenue Health
Ask how healthy revenue looks for the selected period.
Win Rate
Ask whether the current win rate is healthy or a cause for concern.
Trend Review
Ask what the monthly revenue trend shows — growth, decline, or seasonality.
Stage Concentration
Ask whether revenue is overly concentrated in a single stage or segment.
Any assistant reply can be saved as a report via Save as Report, and relevant Knowledge Base sources can be attached with Add Knowledge before asking. The assistant's AI backend follows the Writer Engine setting in Settings → Agentic — Ollama and other local/in-browser engines run entirely on your machine, never through TotalApp's servers.