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 CRM tab to the left and you will see all of the CRM reports you have access to
This report displays all Enquiries that have been marked as won within the search range you have at the top of your screen.
Your Won enquiry does not have to have had a Project added yet in order to appear on this report. If a Project has been created for this enquiry we will display the Project Reference. If you are looking for the Won Projects report you can find this under the Project Reporting Tab | Won Projects.
The graph at the top will show your current signed contract value and over time your average line will begin to appear to track actual vs average within that search range.
The second half of this report lets you export your Won Enquiries via CSV.
You can filter by Client | Enquiry | Project | Source of Lead and Source of Lead Type and last but not least by Salesperson.
This report will filter your "Signed Contract Value" in line with your dates you have selected at the top of your screen. We do not report off the Date Marked as won as sometimes you are marking the enquiry as won after the fact so this date is purely for a reporting purpose of when it was actioned.
