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How Can I See a Quarter's Expected Revenue?

Here's how to use your Project list and Custom Columns to view the total value of projects within a specific quarter.

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

This feature is available on all Goodshuffle Pro Plans.

Want to forecast your expected revenue for a given quarter (like January through March)? Use your Project list filters and Custom Columns to break it down.

Step 1: Filter by Quarter

  1. Head to your Project list.

  2. Click “Specific Dates.”

  3. Enter your desired range (e.g., January 1 to March 31).

  1. Click Edit Columns in the upper right.

  2. Select “Quote Total” and “Contract Total” from the list of available columns.

  • Quote Total = Value of the current quote (not yet signed).

  • Contract Total = Finalized total on signed contracts.

Step 3: Filter by Project Status

To focus on valid revenue opportunities:

  1. Filter your projects by “Action Needed” and “Signed” statuses.

    • “Signed” = Confirmed bookings.

    • “Action Needed” = Projects that were previously signed but now need a new signature due to changes.

Step 4: Hover to Review Totals

  • Hover over the Quote Total column to see the most recent value, even if unsigned.

  • Hover over the Contract Total to see the last approved amount from the signed contract.

This provides a quick sense of where your revenue stands within the selected quarter.


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