Active Unsold Projects Report
The Active Unsold Projects report shows all projects currently in an open (not won or lost) sales stage, excluding the default/initial stage. This helps track active opportunities in the pipeline.
Accessing the Report
Reports > Production > Active Unsold Projects
Report Overview
This report displays projects that are:
- In an "Open" stage (not won or lost)
- Past the initial/default stage
- Actively being worked
It provides a snapshot of your current pipeline and upcoming potential work.
Report Columns
| Column | Description |
|---|---|
| Contact | Client name (clickable link to contact) |
| PID | Project ID and title (clickable link to project) |
| Consultant | Assigned salesperson |
| Project Manager | Assigned project manager |
| Stage | Current sales stage |
| Design Stage | Current design/planning stage |
| Division | Division category |
| Budget | Predicted budget amount |
| Predicted Job Start Date | Expected production start |
| Proj. Contract Date | Predicted close/contract date |
Available Filters
| Filter | Description |
|---|---|
| User | Filter by assigned user (salesperson, team leader, or PM) |
| Stage | Filter by specific sales stage(s) - multi-select |
| Project Manager | Filter by assigned project manager |
| Division | Filter by project category - multi-select |
Visual Indicators
Contract Date Coloring
The Projected Contract Date column uses color coding:
| Color | Meaning |
|---|---|
| Red | Overdue (past date) |
| Orange | Due within one week |
| Black | More than one week out |
This helps prioritize follow-up on aging opportunities.
Report Totals
The footer shows:
- Total Budget: Sum of all predicted budgets
- Provides pipeline value snapshot
Common Use Cases
1. Pipeline Management
- Review all active opportunities
- Prioritize by contract date
- Track pipeline value
2. Sales Team Meetings
- Filter by user for individual review
- Discuss red/orange dated projects
- Plan follow-up actions
3. Production Planning
- View predicted start dates
- Plan capacity needs
- Coordinate with production team
4. Project Manager Workload
- Filter by project manager
- See upcoming responsibilities
- Balance assignments
5. Stage Analysis
- Filter to specific stages
- Identify bottlenecks
- Move stalled projects
Navigation Links
Contact Link
Click the contact name to:
- Open contact details
- View contact history
- Access related projects
Project Link
Click the PID to:
- Open full project view
- Access all project tabs
- Update project information
Filter Behavior
User Filter
Shows projects where the user is:
- Sales person
- Planning team leader
- Project manager
Stage Multi-Select
Select multiple stages to:
- Compare stage volumes
- Track progression
- Focus on specific phases
Division Multi-Select
Select multiple types to:
- Analyze by category
- Compare type volumes
- Filter complex views
Export Options
Click Export CSV to download:
- All visible columns
- Filtered results
- For offline analysis
Tips
- Projects in default/initial stage are excluded
- Color coding helps prioritize follow-ups
- Use stage filter to focus on specific pipeline phases
- Combine filters for targeted views
- Review regularly to keep pipeline current
Why "Active Unsold"?
This report focuses on:
- Active: In a working sales stage
- Unsold: Not yet won (or lost)
- Excludes initial stage where projects first land
This differentiates from total pipeline which might include newly created, unqualified projects.
Prerequisites
For Projects to Appear
- Open Stage: Project must be in an "Open" (O) stage type
- Not Default Stage: Must have progressed past initial stage
- Not Deleted: Project must be active
- Non-Sale = No: Must be a potential sale
Related Reports
- Open Projects - Open/Won/Lost views
- Pipeline - Pipeline by division
- Sales Forecast - Revenue projections
- Active Jobs - Production phase projects
Related Features
- Sales Board - Visual pipeline management
- Project Details - Full project information