To access this feature, you must be on Goodshuffle Pro Standard or above.
To create a sales report to see how a particular teammate or sales lead is performing, navigate to your Project List and then select your teammate from the “Team” section. You can also select dates (or specific dates) if you’re looking at a particular time frame.
Next, make sure you have your “Contract Total,” “Net Paid,” and/or “Amount Due” visible in your Custom Columns.
Finally, “Bulk Download” the projects.
Select the “Project List - Selected Columns” and whichever other reports you’d like. Click “Email File.”
Note that Goodshuffle Pro Lite Plans can only export Contracts (signed and unsigned) from the Project List. You must upgrade to Goodshuffle Pro Standard to export other files.
You can also see a quick report filtered by the Sales Lead from your Dashboard.
The Finances Tab will also show you how a Sales Team member (Full User) can see the number of Payments received from a certain date range. They can also track their progress against the previous period.
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!