Revenues Overview
The Revenues section is your go-to place for seeing all revenue entries logged across your organization — whether they're linked to a Job or a Client. Here you can review, search, and export all your billing and placement revenue data.
Accessing Revenues
Go to Revenues in the left navigation sidebar.
Revenues List View
You'll see all revenue entries displayed with these columns:
| Column | Description |
|---|---|
| Revenue Reference | Unique auto-generated ID for the entry (e.g., REVTXK5PE2) |
| Amount | Monetary value of the revenue entry |
| Currency | Currency used (e.g., USD) |
| Owner | The recruiter(s) credited for this revenue, shown with their ownership percentage (e.g., "Vega, Luis - 100%" or "Perez, Robert - 70%") |
| Related To | The Job or Client this revenue is linked to (clickable) |
| Date | The date the revenue was recorded |
Revenue can be split between multiple team members. The ownership percentages shown reflect each person's share of the total amount.
List View Controls
Here's what you can do with your revenue list:
- Add Revenue — Create a new revenue entry.
- Search — Search across all columns.
- Column Filters (▼) — Filter by any column.
- Manage Columns — Show or hide columns. Your selection is saved.
- Export to Excel — Download the full revenue list.
- Items per page — Choose 5, 10, 20, 100, 250, or 500 records per page.
- Group by column — Drag a column header to the group bar to group records.