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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
Opportunity TypeFilter by project category
ConsultantFilter by salesperson

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 > 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 opportunity types

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 any row to navigate directly to the project view 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
  • 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 > 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