This feature is available on all Goodshuffle Pro Plans.
Step 1: Add the Right Columns
To see total sales data YTD, make sure you've added the “Contract Total” and “Sales Lead” custom columns to your project list.
👉 Learn more about Customizing your project list
Step 2: Use Filters to Narrow Results
On the left side of your project list, use the filters to define your date range and other criteria.
Set the “Dates” filter to “Specific Dates” to search between a specific range
Use additional filters like Sales Office, Client, and Team
Check the “Include archived projects” box to include older data
*Be sure to select 'Include Archived Projects" on your project list, so you see open and archived projects*
Step 3: View Your Totals
Once filtered, hover over the “Contract Total” column to view your sales totals at a glance.
Optional: Filter by Sales Lead
You can also narrow your results by Sales Lead using the “Team” filter on the left.
Step 4: Export to Excel
Click “download your columns ” to export your filtered data and manipulate it in Excel. (This is available for Standard plans and above)
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!