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
Head to your Project list.
Click “Specific Dates.”
Enter your desired range (e.g., January 1 to March 31).
Step 2: Add Revenue Columns
Click Edit Columns in the upper right.
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:
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.
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!