Total sales data YTD:
Add your Contract Total and Sales Lead Custom Columns to your project list

Customize your project list

Next, use the date filters on the right of your project list to filter the ranges you'd like to cover. Use Specific Dates if you want to search between a specific set of dates

*Be sure to select 'All Projects' on your project list, so you see open and archived projects*

From here you can either hover over the Contract Total Custom Column to see the totals


You can even filter this list down by Sales Lead by clicking the name of the Sales Lead on the left side of your screen

Or, download your columns to manipulate them in excel!

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