Revenue Overview Chart

The Revenue overview chart gives you a snapshot of the transactions over the past 5 months.

It adheres to the settings under Settings -> Transactions and only shows the transactions that you tick to include.

The reason it has the other options, is if you’re using WooCommerce, or Stripe then the CRM will also store different statuses of transactions.

If a Stripe subscription for example fails, Stripe Sync will import the failed charge and you can use the CRM to follow up with the customer whose transaction has failed.

Updated on August 2, 2019

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