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How can I see how much I made in a month?

Here's how you can use the Project List to find out how much you've made in a month.

Colin Connor avatar
Written by Colin Connor
Updated over 2 months ago

Let's say you want to know how much you've made in the month of January.

First, head into your Project list
Then, click 'Specific Dates'
Next, add January 1 - 31

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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