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Design Agreements Report

Filtered Data

This report is filtered based on your division settings:

  • Function: Operational
  • Work Type: Full Project

See how many first appointments turned into design agreements, deposits and sold projects, by salesperson and division. You can also compare design agreements signed with each division's Year Budget goal.

Accessing the Report​

Reports > Design > Design Agreements

Which Projects Are Counted​

  • Created in the date range. The date range filters on the project's Created Date. A project created in the range counts even if its design agreement, deposit or sale happened later. A project created before the range does not count, even if it was signed during the range.
  • Has a first appointment. Only projects with at least one first appointment that wasn't cancelled are counted. Projects without one are left out of every column.
  • Deleted projects, non-sale projects and divisions outside the report's scope (above) are excluded.

Report Columns​

ColumnDescription
First AppointmentsProjects that had a first appointment
Design Agreements SignedProjects with a design fee date. In Overall Total, a division with a Year Budget goal shows signed / goal (see below)
Win RatioDesign Agreements Signed ÷ First Appointments
Deposit Agreement SignedProjects with a deposit agreement date
Win RatioDeposit Agreement Signed ÷ First Appointments
Won Construction AgreementsProjects in a Won stage that also have a design agreement
Win RatioWon Construction Agreements ÷ Design Agreements Signed

Hover over the info icon next to Design Agreements Signed, or over a signed / goal value, for a short explanation.

Report Layout​

  • One section per salesperson. Each section lists that salesperson's divisions, followed by a bold Total row. The salesperson is the project's Sales Person.
  • Overall Total. One row per division, for all salespeople together, then a bold Total row for everything.

The Design Agreement Goal​

In Overall Total, a value like 12 / 30 means 12 design agreements were signed, against a goal of 30.

  • Where the goal comes from: your company's Year Budget goals for designers (Planning Team Leader), using jobs won for each division.

  • How jobs won becomes a design agreement goal:

    • Remodeling: jobs won × 0.37
    • Every other division: jobs won ÷ 0.65

    The result is rounded to a whole number.

  • Full months: Year Budget goals are set per month, so the goal includes the whole month for every month your date range touches. For example, October 10 – November 5 uses the full October and November goals. The note under the table names the months included.

  • Filters: when you filter by Sales Person or Department, the goal only includes the Year Budget goals of the people in that filter.

  • No goal: a division with no Year Budget goal shows only the signed count.

  • Total goal: the bold Total row in Overall Total shows signed / goal, where the goal is the sum of the division goals; divisions without a Year Budget goal are not included in it.

Available Filters​

FilterDescription
Created DateDate range for when projects were created. Presets offers common ranges
Sales PersonShow one salesperson's projects and Year Budget goals
DepartmentShow projects and goals for members of the selected departments

Export Options​

Click Export CSV to download the report as shown. Signed count and goal are in separate columns: Design Agreements Signed and Design Agreement Goal. The goal is filled in only on the Overall Total division rows and its Total row.