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How can I see my project totals for a given period?
How can I see my project totals for a given period?

Here's how you can use the custom columns to quickly find out the total value of your projects in a given period.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

Let's say you want to know the total value of your projects in the month of January.

First, head into your Project list
Then, click 'Specific Dates'
Next, add January 1 - March 31 (or the date range you'd like to use)

Now, with those filters applied, you can use the custom columns to add a 'Contract Total' and 'Quote Total' column.

Then, filter your project list (Article) by just your Action Needed and Signed Projects. This will ensure you're just seeing projects that are signed or projects that were signed and need a new signature.

Finally, you can hover over the Quote Total (this'll show you the most recent totals) or the Contract Totals (this'll show you the last signed/approved total)

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