The Monthly Contracts Manager report shows the current performance of the Salesperson over the selected month and the aggregated value over the last 12 months. The report uses the Deposit Date for report generation.
- Open the library with reports.
- Select Monthly Contracts Manager.
- Define criteria for generating the report, as follows:
Criteria
| Period | Select the month or a range of months for report generation. |
4. When complete, click Apply. The system generates the report, as follows:
The report shows the following information:
Report Information
| Job | Job number including the Office’s number as prefix. |
| Site | Site which the Job attributes to. |
| Customer | Name of the Customer who the Job attributes to. |
| Salesperson | Salesperson who completed the Sale. |
| House | Code of the House Plan. |
| Referred by | Referral source of the Client. |
| Contract Type | Type of the contract used by the Job. |
| Sale | Date when the Sale was completed. |
| Deposit | Date when the deposit was made. |
| Contract | Date when the contract was signed. |
| Council Approval | Date when the Job was approved by the Council. |
| Init Const Draw | Date of the initial construction draw. |
| Slab | Slab date of the Job. |
| Change Orders (incl GST) | Change Orders amount in the Job including GST. |
| Contract (incl GST) | Contract amount including GST. |
The total values are calculated for each column.
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