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All Sales Report

Filtered Data

This report is filtered based on your division settings:

  • Function: Operational
  • Work Type: Full Project

Comprehensive view of all sales activity across the organization with multiple breakdown options.

Accessing the Report​

Reports > General > All Sales

Key Metrics​

MetricDescription
Total RevenueSum of contract values
Project CountNumber of deals closed
By PeriodMonthly/quarterly breakdown
By SalespersonIndividual contributions
By TypeDivision distribution
By DivisionBusiness unit breakdown
By SourceMarketing source attribution

Available Filters​

FilterDescription
Date RangeClose date filter
SalespersonIndividual or all
DivisionProject category
SourceMarketing source

Report Views​

Summary View​

High-level totals:

  • Total revenue
  • Total projects
  • Average deal size
  • Year-to-date progress

By Salesperson​

Individual breakdown:

  • Revenue per rep
  • Project count per rep
  • % of total

By Division​

Category analysis:

  • Revenue by type
  • Project count by type
  • Average size by type

By Period​

Time-based view:

  • Monthly totals
  • Quarterly rollups
  • Trend visualization

Analysis Use Cases​

Company Performance​

Track overall sales:

  • Revenue vs. goals
  • Growth trends
  • Market position

Team Analysis​

Compare contributions:

  • Top performers
  • Revenue distribution
  • Capacity planning

Market Insights​

Understand business mix:

  • Project type trends
  • Source effectiveness
  • Division performance

Export Options​

Click Export CSV to download:

  • Full sales data
  • Filtered results
  • For reporting and analysis

Tips​

  • Compare to same period last year
  • Watch trends, not just totals
  • Drill into details for insights
  • Share regularly with team