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 Company 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 in all of your branches 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.


The Second part of the page breaks down those won projects by branch into the number of sales per month with a branch total. 

Won Projects Filter and Detail View


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

  • Branch Name

  • Client Name

  • Client Email

  • Client Phone

  • 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.