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Sales Summary Report

The Sales Summary provides a comprehensive overview of won projects broken down by opportunity type, including change orders and design fees.

Accessing the Report​

Reports > Sales > Sales Summary

Report Sections​

Sales by Opportunity Type​

The main table shows won projects grouped by opportunity type:

ColumnDescription
Opportunity TypeProject category (e.g., Addition, Kitchen, Bath)
Total WonNumber of projects won
Sold AmountTotal original contract value
Total Change OrderSum of approved change orders
Total w/ Change OrderCombined contract + change order value

Consult Fees​

Shows consultation fee revenue:

  • Total Consults: Number of paid consultations
  • Consult Fee: Total consultation revenue

Design Fees​

Breaks down design agreement revenue by opportunity type:

  • Design fee count by type
  • Total design fee revenue
  • Subtotal for all design fees

Grand Totals​

Summary row combining:

  • Total project count (sales + designs + consults)
  • Total revenue (sales + design fees + consult fees)
  • Total with change orders

Available Filters​

FilterDescription
Actual Close Date FromStart date for won projects
Actual Close Date ToEnd date for won projects
Sales PersonFilter by specific salesperson

Key Metrics Explained​

Sold Amount​

The original contract value when the project was sold, before any change orders.

Total w/ Change Order​

The current total value including all approved change orders. This represents the actual revenue expected from each project.

Design Fees​

Revenue from design agreements, which may or may not convert to full construction contracts.

Export Options​

Click Export CSV to download the report data including:

  • All opportunity type rows
  • Consult and design fee sections
  • Grand totals

Common Use Cases​

  1. Monthly sales review: Track total sales volume by type
  2. Year-to-date analysis: Filter to current year to track progress
  3. Salesperson comparison: Filter by individual to compare performance
  4. Revenue stream analysis: Understand mix of sales, design fees, and consults

Tips​

  • Default date range is January 1 of current year to today
  • Design fees are separate from construction sales - track both for total revenue picture
  • Change order totals show project value growth after initial sale