To access the Reporting Module, click on 'Reporting' at the top right of your screen.
With permission you will see either Company, Branch or Salesperson tabs to the top left.
We are looking for Branch reporting for this report.
Click on the PROJECTS tab to the left and you will see all of the Project reports you have access to
The Won Projects will provide all of your projects that have moved through the sales process been marked as won and converted into a project. This report only shows projects that have been marked as won Not enquiries without projects.
Won Projects: At a Glance
The first report on this page gives you a visual of the monthly progress vs usual average won projects. Your current month won projects in yellow with your usual won projects in blue.
Won Projects Filter
The second part of this page shows a list of your won projects with their Client name, Enquiry Refence, Project Reference and Contract Name. Salesperson, site address, salespipeline, Signed Contract Value, Signed Contract Date, Build Type, Sub Build Type and if applicable number of levels and units.
You are able to create project at any stage of the sales process not just when an enquiry has been marked as WON. A project with no signed contract date and value will not be on the won projects report as it must have a signed contract date and a dollar value (if its not a charge up job) and the enquiry must be moved to 100% won