Platform Update | August 2025

There are a couple of actions you can do with the chart to export it, such as:

• Download chart image - for easily exporting the visual, so you can include it into your PowerPoint or any other presentation output

• Export chart totals - Gives you the cost, sales and margin totals for all the months, so you can easily paste it into Excel spreadsheet

By default, it gives you the totals across all services. But if you want to see the revenue trends for a specific service, you can use the filters to do that. For example, you can see only your Microsoft 365 CSP Direct revenue and margin trends over the past year.

Moreover, this Sales Trends chart is based on the logged in user role. That means:

• Global Admins and Billing Admins - They see all the revenue across all customers

• Key Account Managers - They see They see the revenue associated with the customers (organizations) that are assigned to them

• Sales Agent - They do not see the chart at all, since it contains cost and margins, which should not be accessible for this role

The Billing Trends chart is only available for the new Pre-generated General Billing Report on the Broker level. We encourage you to start using this billing report, as this is the one receiving more support and features.