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Design Agreements Report

Track design agreement sales, fees, and status to monitor design department revenue.

Accessing the Report​

Reports > Design > Design Agreements

Key Metrics​

MetricDescription
Agreement CountNumber of design agreements
Total FeesSum of design fees
By DesignerAgreements per designer
By TypeBy opportunity type
StatusSigned, Pending, Completed
Avg FeeAverage agreement value

Report Columns​

ColumnDescription
ProjectProject name (linked)
ClientCustomer name
DesignerAssigned designer
Design FeeAgreement amount
Sign DateDate agreement signed
StatusCurrent status
Opportunity TypeProject category

Available Filters​

FilterDescription
Date RangeAgreement date filter
DesignerFilter by designer
Opportunity TypeProject category
StatusAgreement status

Agreement Status​

StatusDescription
PendingAgreement sent, not signed
SignedAgreement executed
In ProgressDesign work underway
CompletedDesign finished
ConvertedBecame construction contract
CancelledDid not proceed

Analysis Use Cases​

Revenue Tracking​

Monitor design fee revenue:

  • Monthly/quarterly totals
  • Trend analysis
  • Goal tracking

Designer Performance​

Compare designers:

  • Agreement count
  • Total fees generated
  • Average fee per agreement
  • Conversion to construction

Pipeline Health​

Understand design pipeline:

  • Pending agreements
  • In-progress work
  • Upcoming completions

Key Performance Indicators​

KPICalculation
Agreements per MonthCount of new agreements
Average FeeTotal Fees ÷ Agreement Count
Design RevenueSum of all fees
Conversion RateConverted ÷ Completed

Export Options​

Click Export CSV to download:

  • Agreement list
  • Fee totals
  • Status breakdown

Tips​

  • Track conversion to construction separately
  • Monitor time from signed to completed
  • Compare fee per project type
  • Set goals by designer