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0
Active Clients
0
2024 Bond
Overlay
0
Re-engage
(3–5 Yrs)
0
Re-engage
(6+ Yrs)
0
New Bond
Opportunities
0
Cold
Districts
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Revenue:
$0
→
$0
Gray = no revenue data
Districts
0
Active client
Active + bond
Re-engage 3–5 Yrs
Re-engage 6+ Yrs
Bond prospect
Cold district
✓ CDE 2024-25 • JT job history • 403 districts
↻ Refresh Revenue from QuickBooks
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How to export from QuickBooks
1
In QuickBooks, go to
Reports
in the left menu
2
Search for
"Transaction List by Customer"
and open it
3
Set the date range:
Jan 1, 2022 → Today
4
Click
Export
(top right) → select
Export to Excel
5
Upload the downloaded
.xlsx file
below
📄
Click to select your file
Supports .xlsx and .csv
Cancel
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