Overview
The Revenue by Service KPI in Copilot CRM provides valuable insights into your revenue breakdown over the past year. This metric helps you identify which services or items contribute most to your revenue, allowing you to make informed business decisions.
What Does It Show?
The Revenue by Service KPI displays a trailing 12-month report of all items and services attached to paid invoices within Copilot CRM.
Key Points:
Only services or items linked to paid invoices are included in this report.
The report helps you track revenue trends and performance by service type over the last 12 months.
This KPI is essential for understanding your business's financial health and identifying high-performing services.
How to Access the Revenue by Service KPI
Navigate to the KPI page within Copilot CRM.
Scroll to the bottom to see Revenue by Service.
Use Cases
Identifying High-Performing Services: Determine which services contribute the most revenue.
Evaluating New Services: Compare the revenue generated by newly introduced services against existing ones.
Strategic Planning: Make data-driven decisions to optimize service offerings and pricing.