Sales Reports
Sales reports help you track sales performance, analyze pipeline health, and forecast revenue. These reports are essential for sales managers and executives to monitor team performance and make data-driven decisions.
Available Reports
| Report | Description |
|---|---|
| Sales Summary | Overview of won projects by type with design fees |
| Sales Person Scorecard | Individual salesperson performance metrics |
| Pipeline Reports | Active pipeline by stage and opportunity type |
| Open Projects | Projects by status (Open, Won, Lost) |
| Closing Percentage | Win rate analysis by salesperson |
| Average Job Size | Contract value trends and analysis |
| Conversion Funnel | Lead to sale conversion stages |
| Direct Margin | Gross profit margin analysis |
| Sales Forecast | Revenue projections |
| Financed Projects | Won projects with financing plans attached |
| Macro Sales | High-level sales by project type with win rates |
| Sales & Margin Goals | Actual vs target sales and margin by salesperson |
| Sales by Project Type | Revenue distribution across project categories |
| Sales Per Prospect Index | Revenue per prospect efficiency metric |
| Sales Performance | Visual chart of sales and margin vs goals over time |
Accessing Sales Reports
- Click Reports in the sidebar
- Expand Sales
- Select the specific report
Common Use Cases
- Weekly sales meetings: Review pipeline and scorecard
- Monthly reviews: Analyze closing percentages and conversion rates
- Forecasting: Use pipeline and forecast reports for projections
- Coaching: Identify improvement areas with scorecard data