The Breakdown tab

Breakdown answers the recurring end-of-month question: how many sales were there in the period, what were they worth, and how does that split by whoever or whatever you care about this month.

A filtered list can pick the right deals but it does not add them up, and the filter bar has no counting or totalling. That is what this tab is for.

Read a month

1. 1Open Reports and choose Breakdown.
2. 2Pick a Period — Last month is the usual one. Custom dates lets you set From and To yourself.
3. 3Pick a Break down by. The list contains Salesperson, Stage, Customer and Source, plus every field your company added to a sale — so a company that records a product, a meeting booker or an account manager on each sale can break the period down by any of them.
4. 4Leave Sales to include on Won for revenue. Lost, Still open and All are there when you want the other side of the picture.

Each row is one group with Sales and Value, biggest value first, and a Total line under them. Download CSV saves the same rows as a spreadsheet.

Which date the period uses

Count sales by decides which date puts a sale inside the period.

• Close date — when the sale was closed. This is the one you want for "what did we sell in June".
• Created date — when the sale was first created. Use it to ask how much was *started* in the period rather than finished.

Which stages count as won is your own pipeline's setting, not a fixed word: Edit your pipeline in the builder. So a company whose winning stage is called something else still gets the right rows.

Rows without a name

Two rows can look empty, and they mean different things.

• Not set — the field was simply left blank on those sales. Their value is still counted in the total. A large Not set row is worth fixing at source, because every breakdown built on that field is only as complete as the field is.
• No longer available — the person or record the sales point at no longer exists in your company.

What it does not do

• It reads sales only. For recurring revenue use The Revenue tab.
• It groups by one thing at a time. For several figures side by side, formulas or a chart to save and share, build a report instead: Build a custom report.
• Money is always shown in your company's own currency. Sales in a currency with no exchange rate available are left out of the total rather than added in the wrong unit, and the tab says so when that happens.
• If you can see only your own sales elsewhere in DealJourney, you see only your own here too: Show only your records, your team's, or everyone's.