All Collections
Manage Your Reports
Project reports
How can I generate a sales report?
How can I generate a sales report?
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

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

Next, use the date filters on the left 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 'Include Archived 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 Team and selecting the name of the of the Sales Lead on the left side of your screen

Or, download your columns to manipulate them in excel!

Did this answer your question?