Upcoming Projects Report

The Upcoming Projects Report is a snapshot of a client's upcoming projects and actions associated with the project(s).

This report pulls projects with an "open" status (Cultivating, Go No Go, Hot Mess, LOI pending, Pending, Planned, Preliminary, Working) and have a DEADLINE date within the stated timeframe.

NOTE: If you haven't entered deadlines for projects, those projects will NOT show up on the report.

Each project is listed with any associated actions for that project, such as webinars, meetings, phone calls, etc.

Example of Upcoming Projects Report: