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.