Average Job Size Report

Track average contract values to understand pricing trends, market positioning, and revenue patterns.

Accessing the Report

Reports > Sales > Average Job Size submenu:

• By Sales Person - Individual averages
• Graphs - Visual trend analysis

Key Metrics

Metric	Description
Total Projects	Number of won projects
Total Revenue	Sum of contract values
Average Job Size	Total Revenue ÷ Total Projects
By Period	Monthly/quarterly breakdown

Calculation

Average Job Size = Total Contract Revenue ÷ Number of Contracts

Available Filters

Filter	Description
Date Range	Filter by when projects were won (actual close date)
Department	Filter by department
Division	Show only the selected divisions (opportunity types). Nothing selected = all divisions.
Function	Show only divisions with the selected function classification (Operational, Internal).
Work Type	Show only divisions with the selected work type (Full Project, Service, Warranty, Evaluation, Non-Billable).

Division, Function & Work Type filters

The Division, Function, and Work Type filters appear only for companies that classify their divisions (using more than one function or work type). See Divisions for how these classifications are configured.

The three filters are combined: a project is included only when it matches every filter at once. For example, selecting the Handyman (Internal) and Design Build (Operational) divisions together with the Internal function shows Handyman only — it is the sole division that satisfies both.

Leaving a filter blank places no restriction on that dimension, so it reads as "All". Selecting Internal for Function with Division and Work Type blank gives the entire Internal compartment.

Report Views

By Salesperson Table

Column	Description
Salesperson	Team member name
Projects	Number of deals closed
Total Value	Sum of contracts
Average	Mean contract value
vs. Company Avg	Comparison to overall average

Graphical View

Charts showing:

• Average job size by salesperson (bar chart)
• Trend over time (line chart)
• Distribution of job sizes (histogram)

By Division

See how averages vary by project category:

• Kitchen remodels vs. additions
• Commercial vs. residential
• New construction vs. renovation

Analysis Insights

What Affects Average Job Size?

Market factors:

• Economic conditions
• Geographic area
• Competitive landscape

Company factors:

• Target market positioning
• Service offerings
• Pricing strategy

Individual factors:

• Salesperson skills
• Territory quality
• Customer relationships

Using This Data

Higher than average:

• May indicate premium positioning
• Could mean focusing on larger projects
• Might reflect strong upselling

Lower than average:

• May indicate volume focus
• Could mean different market segment
• Might suggest missed upsell opportunities

Trend Analysis

Track average job size over time to identify:

• Pricing power changes
• Market shifts
• Impact of economic conditions
• Results of strategic changes

Period Comparisons

Period	Use Case
Month over Month	Short-term fluctuations
Quarter over Quarter	Seasonal patterns
Year over Year	Long-term trends

Export Options

Click Export CSV to download data for:

• Pricing strategy analysis
• Goal setting
• Historical tracking

Common Use Cases

1. Pricing strategy: Understand market positioning
2. Sales training: Set job size expectations
3. Goal setting: Establish revenue targets
4. Territory analysis: Compare market potential

Tips

• Compare by division for meaningful benchmarks
• Consider deal count alongside average size
• Track trends rather than single-point measurements
• Factor in economic conditions when comparing periods

Example Analysis

Salesperson	Projects	Avg Size	Interpretation
Rep A	20	$80,000	Above avg, good upselling
Rep B	35	$45,000	Below avg, high volume
Rep C	15	$100,000	Premium segment focus

All three may be performing well despite different averages.

Related Reports

• Sales Summary - Total revenue by type
• Sales Person Scorecard - Complete rep metrics
• Direct Margin - Profitability by size