Branch Reporting - Projects - Projects Won

Accessing the Reporting Module

To begin:

1. Click on ‘Reporting’ at the top-right of your Rave screen.

2. Depending on your permission level, you will see tabs for:

   • Company

   • Branch

   • Salesperson

For this guide, we are focusing on the Branch tab.

Navigating to PROJECT Reports

1. In the Reporting Module, click on the PROJECT tab (left-hand side).

2. You will now see a list of available PROJECT reports.

3. The Projects Won report is the one you need for this guide 

The Won Projects report displays all projects that have:

• Progressed through the sales pipeline

• Been marked as Won

• Been converted into a project

Requirements for a Project to Appear in This Report

For a project to show in the Won Projects report:

1. The enquiry must be marked as 100% Won

2. The project must have:

   • A Signed Contract Date

   • A Contract Value (unless it’s a charge-up job)

You can create a project at any stage of the sales process, but unless the conditions above are met, it will not appear in this report.

Won Projects: At a Glance

The first section of this report provides a visual comparison of:

• Current month’s won projects (displayed in yellow)

• Usual average of won projects (displayed in blue)

This helps you track monthly performance against your typical sales trends.

Won Projects Filter and Detail View

The second section presents a detailed list of your Won Projects, including:

• Client Name

• Enquiry Reference

• Project Reference

• Contract Name

• Salesperson

• Site Address

• Sales Pipeline

• Signed Contract Value

• Signed Contract Date

• Build Type and Sub Build Type

• Number of Levels and Units (if applicable)

You can use filters at the top of the page to refine your view as needed.