Sales by Designer Report
The Sales by Designer report tracks design team performance by showing sales metrics for projects where designers served as the planning team leader. This report helps evaluate designer-led project outcomes against goals.
Accessing the Report
Reports > Design > Sales by Designer
Report Overview
This report shows sales performance for team members in design departments who are assigned as planning team leaders on projects. It compares actual sales against goals and provides win/loss metrics.
Report Columns
| Column | Description |
|---|---|
| Designer | Team member name (planning team leader) |
| Sales Goal | Target sales amount from yearly budget |
| Predicted Budget | Sum of predicted budgets for projects |
| Sold Amount | Original contract values for won projects |
| Sold Amount w/ CO | Total including change orders |
| Margin Dollars | Calculated margin based on project margins |
| Total | Total projects (won + lost) |
| Won | Number of projects won |
| Lost | Number of projects lost |
| Closing % | Win rate (Won / Total × 100) |
Available Filters
| Filter | Description |
|---|---|
| Actual Close Date From / To | Filter by when projects were won/lost |
| Quick Date | Preset date ranges (This Month, This Quarter, etc.) |
| Opportunity Type | Filter by project category |
Understanding the Metrics
Sales Goal
The sales goal is calculated from the yearly budget configuration:
- Based on Average Job Size × Jobs Won targets
- Set in Settings > Year Budget
- Specific to planning team leader position
Predicted Budget vs Sold Amount
- Predicted Budget: Sum of estimated values before closing
- Sold Amount: Actual contract values when won
- Compare these to evaluate estimation accuracy
Closing Percentage
Calculated as: (Won Projects / Total Projects) × 100
This shows the designer's effectiveness at converting opportunities to sales.
Drill-Down Details
Click any row to open a detailed popup showing:
- Individual projects for that designer
- Project-level metrics
- Contact and project information
- Contribution to totals
Report Totals
The footer row shows aggregate values:
- Total sales goals across all designers
- Combined predicted budget
- Total sold amounts
- Overall won/lost counts
- Company-wide closing percentage for design-led projects
Common Use Cases
1. Monthly Design Team Review
- Filter to current month
- Review each designer's progress toward goals
- Identify designers needing support
2. Quarterly Performance Analysis
- Compare goal vs actual by designer
- Analyze closing percentages
- Plan adjustments for next quarter
3. Goal Setting Preparation
- Review historical performance
- Identify realistic targets
- Balance workload across team
4. Opportunity Type Analysis
- Filter by specific opportunity type
- See which designers excel in certain project types
- Inform project assignments
Export Options
Click Export CSV to download the report including:
- All designer rows with metrics
- Goal vs actual comparisons
- Win/loss statistics
- Total row
Tips
- Default date range is the current month
- Goals require yearly budget to be configured
- Change orders are tracked separately from original sales
- Click column headers to sort by that metric
- Compare designers with similar project types for fair evaluation
Requirements
For Accurate Data
- Yearly Budget Setup: Configure sales goals in Settings > Year Budget
- Planning Team Leader Assignment: Projects must have a planning team leader assigned
- Design Department: Team members must be in a department with type "design"
- Actual Close Dates: Projects need close dates to appear in the report
Related Reports
- Design Agreements - Track design agreement revenue
- Design Agreement Charts - Visual design metrics
- Active Design Projects - Current design workload
- Design Sales - Overall design department sales