Finances

Finances tab is a handheld list of all the amounts we have defined in Livespace CRM. In contrast to the deals list, the key element in this tab is specific amount resulting from forecasted and realized incomes.

In this article, we describe:


 

Finances tab view

In the basic view of the Finances tab you have insight into four key columns:

  • Product – product’s name
  • Date – when the product was added
  • Amount of product
  • Price of product
  • Value of productfinances2

Costs in the finances tab

After switching on the option of cost handling in Livespace, forecasted and realized costs will show in our view. For an easy distinction of income, the cost is marked in red. Same as for the Income – the predicted values can be seen in the Forecast column and realized values in the Realization column.finances3

Worth knowing:

  • Finances tab works just like any other list, so you can save your own filters to have easy access to updated data, according to selected filters. For more about memorizing filters, see section Saving the filters on lists.
  • If you want to view the data in columns, change view settings to Detailed view.
  • You can quickly export the data to an Excel file using the XLS file icon in the top right corner of the list and then start with the export.