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How Can I See My Project Totals for a Given Period?

Here's how to use Custom Columns and filters to view project totals by month or other date ranges.

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

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

  1. Go to your Projects tab.

  2. Click the “Specific Dates” filter at the top of your project list.

  3. Select the desired range (e.g., January 1 – January 31).

  1. Click Edit Columns at the top right of your project list.

  2. Enable the “Quote Total” and “Contract Total” columns

  3. You can also drag and drop either column from the Edit Columns window to rearrange them on your Projects list view.

  4. Click Update Columns when you are finished.

  1. 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

  • Hover over the “Quote Total” column to see the most recent quoted total.

  • Hover over the “Contract Total” column to view the last signed/approved total.


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