The Sales Report aggregates order values during a selected period and is based on the date a project changes status. By applying various filters, you can analyse values over a specific timeframe, per salesperson, customer, pipeline, and more.
By default, the report is filtered to show:
Status: Won
Status updated: Last 7 days
Navigate to Reports > Projects, then select the Sales tab.
Viewing Specific Order Values
Use filters to tailor the report to your needs. Below are common use cases.
For a Particular Salesperson
Filter by the responsible salesperson
Set the desired date range
For a Particular Pipeline
Select the relevant pipeline
Specify the date range
For a Particular Customer
Choose the customer
Specify the date range
For Lost Orders
Set Status to Lost
Define the date range
For Won Orders
Set Status to Won
Define the date range
For Subcontractor Projects
Set Resource to Subcontractor
Define the date range
Report Summary
The report provides an overview of submitted projects, displaying the following information:
Project: Includes both the project name and associated customer.
Salespipe/Stage: Shows the sales pipeline and stage. For won or lost projects, it indicates the stage at which the outcome was set.
Close Date: The actual or expected closing date of the project.
Estimated Close Value: Based on either a manually defined probability or the default probability of the current pipeline step.
Calculated Value: The expected value derived from the roles involved, using extent and price for the calculation.
Margin: The calculated value minus the self-cost assigned to the consultant. This cost is defined per hour under Administration > Employee.
Status: Reflects the date the project was marked as Won, Lost, or last updated while Open.