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Sales Performance Report

The Sales Performance report provides a visual chart comparing actual sales and margin performance against goals over time. This graphical report makes it easy to track progress and identify trends.

Accessing the Report​

Reports > Sales > Sales Performance

Report Overview​

This report displays an interactive chart showing:

  • Monthly sold amounts vs sales goals
  • Monthly margin dollars vs margin goals
  • Trend lines for goal tracking
  • Bar charts for actual performance

Chart Components​

Bar Charts (Actual Performance)​

  • Sold Amount: Monthly actual sales (contract values)
  • Margin Dollars: Monthly actual margin

Line Charts (Goals)​

  • Sales Goal: Target sales from yearly budget
  • Margin Goal: Target margin dollars

Available Filters​

FilterDescription
Actual Close Date From / ToDate range for the chart
Quick DatePreset date ranges
SalespersonFilter to specific salesperson
DepartmentFilter by department
Opportunity TypeFilter by project category

Understanding the Chart​

X-Axis (Horizontal)​

Shows months within the selected date range:

  • Jan, Feb, Mar, etc.
  • Spans from start date to end date

Y-Axis (Vertical)​

Shows dollar values:

  • Total Dollars label
  • Auto-scaled to data range

Data Series​

SeriesTypeDescription
Sold AmountColumnActual sales per month
Margin DollarsColumnActual margin per month
Sales GoalSplineTarget sales line
Margin GoalSplineTarget margin line

Interactive Features​

Click to Drill Down​

Click any data point (bar or line point) to open a detailed popup showing:

  • Individual projects for that month
  • Project-level detail
  • Contributing sales and margins

Visual Comparison​

  • Bars above lines = exceeding goals
  • Bars below lines = below target
  • Easy month-over-month comparison

Data Sources​

Actual Sales​

  • Won projects with actual close date in period
  • Excludes non-sale projects
  • Sum of sold amounts per month

Margin Dollars​

  • Calculated: Sold Amount × (Margin % / 100)
  • Based on project margin settings
  • Shows profitability

Sales Goals​

  • From Yearly Budget configuration
  • Average Job Size × Jobs Won targets
  • Per salesperson when filtered

Margin Goals​

  • Calculated from sales goals
  • Applied margin goal percentages
  • Shows expected profitability

Common Use Cases​

1. Monthly Performance Reviews​

  • View full year to date
  • Compare bars to lines
  • Identify strong/weak months

2. Individual Performance​

  • Filter by salesperson
  • Track personal goal progress
  • Prepare for reviews

3. Department Analysis​

  • Filter by department
  • Compare team performance
  • Balance resources

4. Opportunity Type Focus​

  • Filter by specific type
  • See category performance
  • Guide specialization

5. Trend Identification​

  • Multi-month view
  • Spot seasonal patterns
  • Plan for fluctuations

Reading the Chart​

Goal Achievement​

ScenarioInterpretation
Bar above lineExceeding goal
Bar at lineMeeting goal
Bar below lineBelow target
No barNo sales that month

Trend Analysis​

  • Rising bars = improving performance
  • Falling bars = declining performance
  • Flat lines = consistent performance

Tips​

  • Default date range is January 1 to today
  • Goals require Yearly Budget setup
  • Click data points for drill-down details
  • Use filters to focus analysis
  • Compare year-over-year by adjusting dates

Prerequisites​

For Goals to Display​

  1. Yearly Budget: Configure in Settings > Year Budget
  2. Margin Goals: Set target margin percentages
  3. Date Coverage: Budget must cover report date range

For Sales to Display​

  1. Won Projects: Projects must be closed as won
  2. Close Dates: Actual close date must be set
  3. Non-Sale Excluded: Projects marked non-sale don't appear

Chart Legend​

The chart includes a legend showing:

  • Sold Amount (bar color)
  • Margin Dollars (bar color)
  • Sales Goal (line style)
  • Margin Goal (line style)

Click legend items to show/hide series.