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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

Report Columns​

ColumnDescription
Project TypeWork category (e.g., Kitchen, Bath, Deck)
Project TotalNumber of projects with this type
Sold AmountRevenue allocated to this type
Percent of SalesThis type's share of total revenue

Available Filters​

FilterDescription
Close Date From / ToFilter by actual close date
Quick DatePreset date ranges
ConsultantFilter by salesperson

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.

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​

If no data is found for the selected criteria, the report displays:

  • "No data found for the selected criteria"
  • Adjust date range or filters to find data

Export Options​

Click Export CSV to download:

  • All project type rows
  • Revenue allocations
  • Percentage breakdowns
  • Totals row

Tips​

  • Default date range is January 1 to today of current year
  • 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​

  1. Project Types Configured: Set up in Settings > Project Types
  2. Types Assigned: Projects must have type assignments
  3. Won Projects: Only won (closed) projects included
  4. Close Dates: Actual close date must be set

Comparison with Macro Sales​

Sales by Project TypeMacro Sales
Revenue focusLead and win focus
Won projects onlyWon and lost projects
Revenue percentagesClosing percentages
Simpler viewMore detailed metrics

Use both reports together for complete analysis.