Accessing the Reporting Module
To begin:
Click on ‘Reporting’ at the top-right of your Rave screen.
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
In the Reporting Module, click on the PROJECT tab (left-hand side).
You will now see a list of available PROJECT reports.
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:
The enquiry must be marked as 100% Won
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.