Sales Rep Columns & Descriptions
Below is a breakdown of each available column within the Sales Report:
| Total Sales Opportunity | Sum of Total Price for all Jobs in rejected, proposed, active, completed and approved stages. |
| Pending Sales | Sum of Total Price for all Jobs in the proposed stage. |
| Sales Won | Sum of Total Price for all Jobs in active, completed and approved stages. |
| Sales Lost | Sum of Total Price for all Jobs in the rejected stage. |
| Created proposals | Number of proposals created within applied date range. (This includes Jobs created in the Proposal stage + Jobs converted from a Lead.) |
| Open Proposals | Number of proposals created within applied date range that are currently in the Proposal stage. |
| Rejected Proposals | Number of Proposals created within applied date range that are currently in the Rejected stage. |
| Accepted Proposals | Number of Proposals created within applied date range that are currently the Active, Completed and Approved stages. |
| Proposal Conversion | Percentage showing Accepted Proposals divided by Created Proposals |
| Created Jobs | Created Proposals plus Jobs Created in the Active stage. |
*Note: Sales Rep Report can be filtered using two Date Filters: Proposal Created Date and Proposal Accepted Date:
- Proposal Created Date is the existing date filter.
- Proposal Accepted Date- This filter will report Sales and Proposal numbers based on the date they were “accepted”. Note that only certain columns will display data because of how the date filter works.
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