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 division |
| Open Projects | Projects by status (Open, Won, Lost) |
| Won Projects Month over Month | Each month's running sales, day by day, against the sales goal |
| Expiring Projects | Open projects closing in the next two weeks or already past due |
| Closing Percentage | Win rate by salesperson, with monthly charts |
| Average Job Size | Contract value trends and analysis |
| Conversion Funnel | Opportunities against wins, by count and dollars |
| Lost Projects Graph | Lost projects and dollars by month, with the projects behind each month |
| 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