To create a sales report to see how a particular teammate or sales lead is doing, you’ll first want to navigate to your Project List. Select your teammate from the “Sales Lead” 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.”
You can also see a quick report filtered by Sales Lead from your Dashboard.