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Macro Sales Report

The Macro Sales report provides a high-level view of sales performance broken down by project type, showing lead counts, win rates, and revenue distribution across different work categories.

Accessing the Report​

Reports > Sales > Macro Sales

Report Overview​

This report aggregates sales data by project type, providing insight into:

  • Which project types generate the most leads
  • Win rates by project type
  • Revenue distribution across categories
  • Average sale size per type

Report Columns​

ColumnDescription
Project TypeCategory of work (e.g., Kitchen, Bath, Addition)
Total LeadsNumber of projects created for this type
Total WonProjects closed as won
Total LostProjects closed as lost
Total SalesRevenue from won projects
Avg. SaleAverage contract value (Total Sales / Won)
Sold By PercentThis type's % of total revenue
Closing PercentWin rate (Won / Total × 100)

Available Filters​

FilterDescription
Actual Close Date From / ToFilter by when projects closed
Year FilterQuick selection by year
ConsultantFilter by salesperson
Opportunity TypeFilter by opportunity type

Understanding Project Types​

What are Project Types?​

Project types are specific categories of work that can be assigned to projects. A single project can have multiple types with percentage allocations:

  • Kitchen Remodel: 60%
  • Bath Remodel: 40%

Revenue Allocation​

When a project has multiple types, revenue is allocated proportionally:

  • $100,000 project with 60% Kitchen = $60,000 to Kitchen
  • This ensures accurate category-level reporting

Key Metrics Explained​

Sold By Percent​

Shows what percentage of total revenue comes from each project type:

  • Helps identify primary revenue drivers
  • Shows business mix and diversification
  • Useful for strategic planning

Closing Percent​

The win rate for each project type:

  • Identifies types where you excel
  • Highlights areas needing improvement
  • Guides marketing and sales focus

Average Sale​

Total sales divided by won projects:

  • Shows typical project size by type
  • Helps with pricing strategies
  • Useful for capacity planning

Drill-Down Details​

Click any row to open a popup showing:

  • Individual projects of that type
  • Project details and amounts
  • Contribution breakdown

Report Totals​

The footer row shows:

  • Total Leads: Sum across all types
  • Total Won: All won projects
  • Total Lost: All lost projects
  • Total Sales: Combined revenue
  • Avg. Sale: Overall average
  • Sold By %: Should total 100%
  • Closing %: Overall win rate

Common Use Cases​

1. Business Mix Analysis​

  • Understand revenue distribution
  • Identify primary profit centers
  • Plan service offerings

2. Win Rate Optimization​

  • Compare closing rates by type
  • Focus improvement efforts
  • Train team on challenging types

3. Pricing Strategy​

  • Review average sale by type
  • Identify pricing opportunities
  • Ensure profitability across types

4. Marketing Focus​

  • Target high-performing types
  • Improve in underperforming areas
  • Allocate marketing budget

5. Capacity Planning​

  • Forecast demand by type
  • Plan resource allocation
  • Prepare for seasonal patterns

Export Options​

Click Export CSV to download:

  • All project type data
  • Metrics for analysis
  • Totals row

Tips​

  • Default date range is January 1 to today of current year
  • Project type percentages affect revenue allocation
  • Compare year-over-year for trend analysis
  • Use consultant filter for individual performance by type
  • High lead count with low closing % indicates improvement opportunity

Prerequisites​

For Accurate Reporting​

  1. Project Types Configured: Set up in Settings > Project Types
  2. Types Assigned to Projects: Projects must have type allocations
  3. Projects Closed: Need won/lost outcomes with close dates