Macro Sales Report

Filtered Data

This report is filtered based on your division settings:

• Function: Operational
• Work Type: Full Project

The Macro Sales report breaks down the projects closed in a date range by project type: how many there were, how many you won and lost, what the wins sold for, and your closing rate for each type.

Accessing the Report

Reports > Sales > Macro Sales

Which Projects Are Counted

A project is counted when its Actual Close Date falls in the date range, whatever stage it is in now. Deleted projects, projects on deleted contacts, and projects marked as non-sale are left out.

A project can carry several project types. It is counted once in each of its types' rows, and its sales are split between them by the project type's percentage — a $100,000 project that is 60% Kitchen and 40% Bath adds $60,000 to Kitchen and $40,000 to Bath.

Report Columns

Column	Description
Project Type	The project type
Total Leads	Projects of this type closed in the range, in any stage
Total Won	Those projects in a Won stage
Total Lost	Those projects in a Lost stage
Total Sales	Sold amount of the won projects, including change orders, split by the type's percentage
Avg. Sale	Total Sales ÷ Total Won
Sold By Percent	This type's share of the report's Total Sales
Closing Percent	Total Won ÷ Total Leads

Click any column heading to sort by it. The report opens sorted by Total Leads, highest first.

Totals Row

The TOTAL row counts each project once, even when it carries several project types. Because of that, Total Leads, Total Won and Total Lost in the totals row can be lower than the sum of the rows above it. Total Sales is the sum of the rows, and the totals row's Avg. Sale and Closing Percent use the once-per-project counts.

Available Filters

Filter	Description
Actual Close Date From / To	The close-date range. Defaults to January 1 through today. Presets pick common ranges
Consultant	Only projects assigned to this salesperson (the label follows your company's name for the field)
Division	Only projects in this division. Shown when your company does not use the Division / Function / Work Type filters
Division / Function / Work Type	Shown instead of the single Division filter when your company uses them. See the data scope note at the top of this page

Filters are kept in the page address, so you can bookmark or share a filtered view. While new figures load, a progress bar runs across the top of the table and the previous figures are dimmed.

Drill-Down

Click a row to see the projects behind it. The list uses exactly the same filters as the row, so its count and totals always match the row you clicked.

Column	Description
PID	Project ID — click to open the project
Client	Client name
Consultant	The project's salesperson (blank when none is assigned)
Division	The project's division
Stage	The project's current stage
Predicted Budget	The project's predicted budget split by the type's percentage. When the type is less than 100% of the project, the percentage is shown next to the amount
Total Sold Amount	Sold amount including change orders, split by the type's percentage. $0.00 unless the project is won
Predicted Close Date / Actual Close Date	The project's dates

The footer totals cover every matching project. A very wide date range can hold more projects than the dialog shows; the dialog then says how many it is showing out of the total.

Export Options

Click Export CSV to download the table as shown — same sort order — with the totals row. The button is unavailable while the report is loading.

Prerequisites

1. Project types configured in Settings > Projects > Project Types
2. Project types assigned to projects, with percentages
3. Projects closed — won or lost with an Actual Close Date

Related Reports

• Sales by Project Type - Won sales per project type
• Sales Summary - By division
• Closing Percentage - Detailed win rate analysis
• Average Job Size - Sale size trends

Related Settings

• Project Types - Configure available types