The Sales report extracts aggregating order values during the selected period and is based on the date when a project changes its status. By setting different types of filters, you can see the values over a certain period, for a particular salesperson, etc. Default is the filter set to Status Won, Status updated 7 days (back in time).
To see, for example, order values for a particular salesperson for a certain period, set the filters to the sales responsible and customize the filter with chosen dates.
To view order values from a particular pipe, select the pipe and date range.
To view order values for a particular customer, select the customer and date range.
To see the values of lost orders, select the status lost and date range.
To see values, for example, Subcontractors, select Resource and Subcontractor and date range.
The report summarizes the projects that are submitted and displayed
- Estimated value with the probability either specified explicitly for a project or default value in the current pipeline step
- Calculated value shows the expected value specified for the Roles included in the project. Extent and price are the basis for the calculation.
- Margin is derived from the above value reduced by the self cost given to the consultant added. This value is calculated based on the self cost per hour specified for the appointed consultant under Administration> Employee.