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All Sales Report

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 TypeOpportunity type distribution
By DivisionBusiness unit breakdown
By SourceMarketing source attribution

Available Filters

FilterDescription
Date RangeClose date filter
SalespersonIndividual or all
Opportunity TypeProject category
DivisionBusiness unit
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 Opportunity Type

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