Sales Per Prospect Index Report
This report is filtered based on your division settings:
- Function: Operational
- Work Type: Full Project
The Sales Per Prospect Index is a lagging indicator: for the prospects created in a date range, it shows what they went on to sell, how many there were, and the index — sales per prospect — by salesperson and division.
Accessing the Report
Reports > Sales > Sales Per Prospect Index
Which Projects Are Counted
A project is a prospect on this report when:
- its Created Date falls in the date range,
- it has left the Open stage (it is won, lost or deferred),
- it has a salesperson assigned,
- and it is not deleted or marked as non-sale.
Won Sales adds up the sold amount of those projects. A project that was lost usually has no sold amount, so in practice this is the value of the wins.
The index is Won Sales ÷ Prospects. It is $0.00 when there are no prospects.
Why "Lagging"?
The report groups projects by when they were created, but uses where they ended up. A prospect created in January that is won in June counts towards January. Recent date ranges look weaker until their prospects have had time to close.
Report Layout
| Section | What it shows |
|---|---|
| Salesperson sections | One section per salesperson, with a row per division and a User Total |
| All Users | Every salesperson's figures added up per division |
| Overall Total | Everything the filters selected |
| Overall Company Total | The whole company for the same dates and division scope, ignoring the Department and Created By filters — a benchmark to compare the rows against |
Projects with no division are listed as No Division (using your company's name for the field).
Report Columns
| Column | Description |
|---|---|
| User | Salesperson, or the division within a salesperson's section |
| Won Sales | Sold amount of the prospects |
| Prospects | Number of prospects |
| Index | Won Sales ÷ Prospects |
Available Filters
| Filter | Description |
|---|---|
| Created From / To | The created-date range. Defaults to January 1 through today. Presets pick common ranges |
| Department | Only prospects whose salesperson is in this department |
| Created By | Only prospects created by this user |
| Division / Function / Work Type | Shown 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.
Export Options
Click Export CSV to download one row per salesperson and division, each salesperson's User Total, the per-division All Users rows, the Overall Total and the Overall Company Total. The button is unavailable while the report is loading.
Prerequisites
- Salesperson assigned to projects
- Projects moved out of the Open stage once they are won, lost or deferred
Related Reports
- Closing Percentage - Win rate analysis
- Conversion Funnel - Opportunities against wins
- Sales Summary - Revenue breakdown