Group Data and Add Formulas on Custom Views

Group, calculate, and analyze your data more effectively on custom views! Grouping allows you to organize jobs, customers, vendors, documents, and more while also leveraging formula columns to calculate key metrics directly in your views. Easily break down data into meaningful categories—such as jobs by quarter and sales rep, documents by type and status, or customers by lead source—helping you uncover key insights at a glance. With custom formulas, you can add calculated columns, like commission totals or profitability percentages, to gain even deeper visibility into your performance. Apply multiple groupings, refine your views, and save your favorite configurations for quick access—all within your custom views!