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How can I see reports on my projects?
How can I see how much a salesperson brought in during a month?
How can I see how much a salesperson brought in during a month?

Here's how you can use your Project List to see how much each of your sales team brought in during a given time range.

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

Let's say you want to know how much money a member of your sales team has made for your company over a given month.

First, head to your project list and select the date range. If you don't want to search by basic dates (next 30, previous 60, etc) you can select specific dates to search for a month, a quarter, and so on.

Next, select which Team Member you'd like to track in the bottom left of your screen, and change the role to Sales Lead.


Then, hover over the Net Paid Custom Column (Learn More)

Pro Tip: You can also add more columns to see the breakdowns of products, services, custom items, or discounts. Learn more.

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