Skip to main content

Financed Projects Report

The Financed Projects report lists all won projects that have a financing plan attached to their sold estimate. This helps track projects using customer financing options.

Accessing the Report​

Reports > Sales > Financed Projects

Report Overview​

This report shows projects where:

  • The project stage is "Won"
  • The sold estimate has a financing plan selected
  • The project falls within the selected date range

Report Columns​

ColumnDescription
Project IDUnique project identifier
Contact NameClient first and last name
TitleProject title/description
Financing Plan NameName of the financing option used
Sold AmountOriginal contract value
Total Sold AmountContract value including change orders

Available Filters​

FilterDescription
Sold Date From / ToFilter by actual close date
Date PeriodPreset ranges that fill in the dates for you
ConsultantFilter by salesperson
DivisionLimit to specific divisions (opportunity types)
FunctionOperational or Internal
Work TypeFull Project, Service, Warranty, Evaluation or 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.

Filter selections are kept in the page address, so you can bookmark a filtered view or paste the link to a colleague and they will see the same numbers.

Understanding Financing Plans​

What are Financing Plans?​

Financing plans are payment options offered to customers, typically through third-party financing partners. These are configured in Settings > Sales & Marketing > Financing Options.

How They're Tracked​

When an estimate is marked as sold:

  1. The selected financing plan is recorded
  2. The project appears in this report
  3. Revenue is tracked with financing designation

Report Totals​

The footer shows:

  • Total Sold Amount: Sum of all original contract values
  • Total Sold Amount (w/ CO): Sum including change orders

Common Use Cases​

1. Financing Partner Reporting​

  • Track volume of financed projects
  • Report to financing partners
  • Verify commission calculations

2. Sales Analysis​

  • Understand financing adoption rate
  • Compare financed vs non-financed sales
  • Identify financing-friendly divisions

3. Cash Flow Planning​

  • Financed projects may have different payment timing
  • Plan for financing-related fees or adjustments
  • Forecast revenue recognition

4. Consultant Performance​

  • Filter by consultant
  • See who utilizes financing effectively
  • Identify training opportunities

Drill-Down Details​

Click a Project ID to open that project for:

  • Full project details
  • Estimate information
  • Contract and payment details

Export Options​

Click Export CSV to download:

  • Full list of financed projects
  • All column data
  • Totals for analysis

Tips​

  • Default date range is January 1 to today of current year
  • Click any column heading to sort by it
  • Only projects with financing plans on sold estimates appear
  • Compare to total sales to calculate financing percentage
  • Multiple financing plans may be configured in Settings

Prerequisites​

For This Report to Show Data​

  1. Financing Plans Configured: Set up in Settings > Sales & Marketing > Financing Options
  2. Financing Selected on Estimate: Must be chosen when creating/editing estimate
  3. Estimate Sold: Project must be won with sold estimate
  4. Close Date Set: Actual close date required