Design Sales Report
Track how design projects convert to full construction contracts and analyze designer-generated revenue.
Accessing the Report
Reports > Design > Sales submenu:
- Sales - Design to construction conversion
- Sales by Designer - Per-designer breakdown
Key Metrics
| Metric | Description |
|---|---|
| Design Agreements | Total designs completed |
| Converted | Became construction contracts |
| Conversion Rate | % that converted |
| Design Fee Revenue | Fees from agreements |
| Construction Revenue | Contracts from conversions |
| Total Revenue | Design + Construction |
Conversion Tracking
What is Conversion?
A design agreement "converts" when the client:
- Proceeds to construction estimate
- Signs a construction contract
- Project moves to production
Conversion Rate Calculation
Conversion Rate = Converted Projects ÷ Completed Designs × 100
Available Filters
| Filter | Description |
|---|---|
| Date Range | Design completion date |
| Designer | Filter by designer |
| Opportunity Type | Project category |
Report by Designer
Per-designer metrics:
| Metric | Description |
|---|---|
| Designer | Team member name |
| Designs Completed | Finished design agreements |
| Converted | Became construction |
| Conversion % | Individual rate |
| Design Fees | Fee revenue |
| Construction Value | Converted contract values |
Analysis Insights
High Performers
Identify designers who:
- Have high conversion rates
- Generate significant revenue
- Produce quality designs
Improvement Areas
Find opportunities where:
- Conversion rates are low
- Design takes too long
- Clients don't proceed
Revenue Attribution
Understand value chain:
- Design fee as entry point
- Construction as outcome
- Total designer contribution
Conversion Factors
What affects conversion:
- Design quality
- Client relationship
- Pricing competitiveness
- Construction timeline
- Market conditions
- Client budget changes
Using the Data
Performance Reviews
- Track designer effectiveness
- Set conversion goals
- Identify training needs
Forecasting
- Predict construction from designs
- Pipeline planning
- Revenue projection
Process Improvement
- Analyze non-converters
- Identify barriers
- Improve handoff process
Export Options
Click Export CSV to download:
- Conversion statistics
- Designer breakdown
- For analysis and reporting
Tips
- Track reasons for non-conversion
- Compare by project type
- Consider time from design to conversion
- Celebrate high converters
Related Reports
- Design Agreements - Agreement tracking
- Sales Summary - Overall sales
- Closing Percentage - Win rate analysis