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Project Locations Report

Geographic analysis of project distribution for territory management and market analysis.

Accessing the Report​

Reports > General > Project Locations

Key Metrics​

MetricDescription
Project CountProjects by location
Total ValueContract values by area
By Zip CodeDistribution by postal code
By MunicipalityProjects per jurisdiction
By CountyRegional breakdown

Available Filters​

FilterDescription
Date RangeProject date filter
StatusOpen, Won, Complete
DivisionProject category

Map Visualization​

If mapping enabled:

  • Visual distribution of projects
  • Clustered view by density
  • Click for project details

Analysis Use Cases​

Territory Analysis​

  • Where are projects concentrated?
  • Underserved areas?
  • Growth opportunities?

Market Penetration​

  • Coverage in service area
  • Market share by region
  • Competition gaps

Service Area Planning​

  • Define service boundaries
  • Evaluate expansion areas
  • Optimize coverage

Route Optimization​

  • Crew deployment
  • Travel efficiency
  • Resource allocation

Geographic Breakdown​

By Zip Code​

Most granular view:

  • Neighborhood level
  • Direct mail targeting
  • Micro-market analysis

By Municipality​

City/town level:

  • Permit jurisdiction alignment
  • Local market trends
  • Municipal relationships

By County​

Regional view:

  • Broader market analysis
  • Regional strategies
  • Territory assignment

Revenue by Location​

Combine count with value:

  • High volume, low value areas
  • Low volume, high value areas
  • Premium market identification

Export Options​

Click Export CSV to download:

  • Location data
  • For mapping software
  • Marketing campaigns

Tips​

  • Overlay with lead sources
  • Consider travel time/cost
  • Track changes over time
  • Align with marketing geography