View number of projects per month
Go to the Projects page and right click on the line graph --> click show as table
💡 Use the "Filters" in the side pane to view specific months.
📆Compare year-to-year or view for one year
You can select multiple years by holding down CTRL simultaneously with clicking on the years you want to compare, or select a single year.
💡 Use the eraser icon to clear the selection.
📂Export data to an Excel file
Hover over a table or visual and more options appear.
Then click the three dotted menu --> export data.
👁️ Make the selected visual larger
Hover over a table or visual and more options appear.
Click the second icon "Focus mode" to isolate and make the selected visual larger.
View project and customer categories
💰Report on sales in multiple currencies
If you trade in several currencies, you can set the report to any currency you like.
Each monetary figure, Estimated Sales, Confirmed Sales, Revenue, and more, is automatically converted to the currency you choose. The conversion uses today’s exchange rate, so the values are indicative rather than exact.
📌Chosen currency defaults to your office’s base currency. If Project currencies are enabled and you pick a different currency for a project, that project’s reports use its own currency instead.