You can analyze where your most profitable projects are coming from by exporting your Project List and building a Pivot Table in Google Sheets. This helps you see which cities, venues, or zip codes are generating the most revenue—so you can make smarter marketing and sales decisions.
📽️ Watch the video below to see the full process in action.
Step-by-Step Instructions
Set your column columns
Make sure your Project List includes columns like Venue, Contract Total, or other relevant data points. (Guide)Export your Project List
Set the date range for your report, then export the list as a CSV file. (Guide)Open the CSV in Google Sheets
Import your exported file into Google Sheets or Excel.Create your Pivot Table
Follow the steps in the video to build a Pivot Table that summarizes your data by City, Zip Code, or any other field.
💡 Tip: You can also analyze revenue by state, client type, or event type using the same method.
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