This feature is available on all Goodshuffle Pro Plans.
If you want to see the total value of your projects over a specific time period (like the month of January), follow these steps:
Step 1: Set Your Date Range
Go to your Projects tab.
Click the “Specific Dates” filter at the top of your project list.
Select the desired range (e.g., January 1 – January 31).
Step 2: Add Custom Columns
Click Manage Layout at the top right of your project list.
Click to expand the Sales section and enable the “Quote Total” and “Contract Total” columns. Your column view will automatically update.
You can also drag and drop either column from the Manage Layout window to rearrange them on your Projects list view.
Use the status filters to view only “Action Needed” and “Signed” projects.
This ensures you're only seeing projects with finalized or pending approval values.
Step 4: Review Totals
The footer of the “Quote Total” column displays the most recent quoted total.
The footer of the “Contract Total” column displays the last signed/approved total.
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