Sales by Project Type Report
The Sales by Project Type report shows revenue distribution across different project type categories, helping you understand which types of work contribute most to your sales.
Accessing the Report
Reports > Sales > Sales by Project Type
Report Overview
This report aggregates won project revenue by project type, showing:
- Revenue per project type
- Project counts by type
- Percentage distribution of sales
Only projects in a Won stage are counted. Earlier versions of this report included any project that had been given an actual close date, whatever its stage, so a lost project with a close date on it added to both the counts and the sold amounts. Figures for past periods may therefore be lower than you remember.
Report Columns
| Column | Description |
|---|---|
| Project Type | Work category (e.g., Kitchen, Bath, Deck) |
| Project Total | Number of projects with this type |
| Sold Amount | Revenue allocated to this type |
| Percent of Sales | This type's share of total revenue |
Available Filters
| Filter | Description |
|---|---|
| Close Date From / To | Filter by actual close date |
| Date Period | Preset ranges that fill in the dates for you |
| Consultant | Filter by salesperson |
| Division | Limit to specific divisions (opportunity types) |
| Function | Operational or Internal |
| Work Type | Full Project, Service, Warranty, Evaluation or Non-Billable |
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 Revenue Allocation
Multi-Type Projects
Projects can have multiple types with percentage allocations:
Example Project: $100,000 contract
- Kitchen Remodel: 70% = $70,000
- Electrical Upgrade: 30% = $30,000
Each type receives its proportional share in this report.
Single-Type Projects
Projects with one type receive 100% allocation to that category.
Drill-Down Details
Click any project type row to open the list of projects behind it. The drill-down shows one line per project:
| Column | Description |
|---|---|
| Project ID | Project number. Click it to open the project. |
| Client | Client name |
| Title | Project title |
| Consultant | Salesperson on the project |
| Close Date | Actual close date |
| Allocation | The share of this project assigned to this project type |
| Project Sold Amount | The project's full contract value |
| Allocated to This Type | The slice of that value this project type earned |
The last column is the one the summary adds up. A $100,000 project split 60% Kitchen and 40% Electrical contributes $60,000 to the Kitchen row and $40,000 to the Electrical row, and appears in both drill-downs with its full $100,000 shown alongside.
The drill-down honours whatever filters the report is showing, so it lists exactly the projects counted in the row you clicked.
A drill-down shows at most 500 projects. When a type has more than that, a note at the top of the list says how many there are in total — narrow the date range to see the rest.
Report Totals
The footer shows:
- Total Projects: Sum of project counts
- Total Sold Amount: Combined revenue
- Total Percent: Should equal 100%
Key Metrics
Percent of Sales
Calculated as: (Type Sold Amount / Total Sold Amount) × 100
This shows:
- Business mix and focus areas
- Revenue concentration or diversification
- Strategic alignment with goals
Project Total
Number of projects with this type:
- Indicates demand patterns
- Shows workload distribution
- Helps with capacity planning
Common Use Cases
1. Business Mix Analysis
- Understand revenue sources
- Identify primary service areas
- Track diversification goals
2. Strategic Planning
- Focus on high-revenue types
- Develop underperforming areas
- Align marketing with strengths
3. Consultant Analysis
- Filter by individual consultant
- See their specialty areas
- Guide lead assignment
4. Trend Tracking
- Compare periods year-over-year
- Watch mix changes
- Respond to market shifts
5. Pricing Review
- Revenue per type insight
- Average project size by type
- Pricing adjustment opportunities
Empty Results Handling
When nothing matches the selected criteria the table body is empty and every total reads zero. Widen the date range or clear a filter to find data.
Export Options
Click Export CSV to download:
- All project type rows
- Revenue allocations
- Percentage breakdowns
- Totals row
The export covers the summary table. To work with the projects behind a single type, open its drill-down first.
Tips
- Default date range is January 1 to today of current year
- Click any column heading to sort by it
- Click a row to see the individual projects behind it
- Project types must be assigned to projects to appear
- Percentages are based on type allocation on projects
- Compare to Macro Sales for lead-to-sale analysis
- Use with consultant filter for individual performance
Prerequisites
For Data to Appear
- Project Types Configured: Set up in Settings > Projects > Project Types
- Types Assigned: Projects must have type assignments
- Won Projects: Only won (closed) projects included
- Close Dates: Actual close date must be set
Comparison with Macro Sales
| Sales by Project Type | Macro Sales |
|---|---|
| Revenue focus | Lead and win focus |
| Won projects only | Won and lost projects |
| Revenue percentages | Closing percentages |
| Simpler view | More detailed metrics |
Use both reports together for complete analysis.
Related Reports
- Macro Sales - Lead counts and win rates by type
- Sales Summary - By division
- Average Job Size - Size trends
Related Settings
- Project Types - Configure available types