RevenueLancer
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Reports help

Reports turn business activity into clear summaries, charts, and filtered exports.

What it does

  • Reviews lead health, follow-up discipline, sales stages, recovery, source performance, and team activity.
  • Uses filters so owners can focus on a period, source, team member, customer status, sales stage, revenue range, or follow-up status.
  • Exports only the filtered visible data allowed for the current user.

How to use it

  • Choose the right date range first.
  • Apply one or two filters at a time for a clearer view.
  • Download CSV or Excel after filters match what you want to review.

Common checks

  • Viewer users cannot mutate from Reports.
  • Sales exports hide restricted financial fields.

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