{"id":1816,"date":"2019-04-19T14:10:23","date_gmt":"2019-04-19T14:10:23","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=1816"},"modified":"2021-11-05T23:36:28","modified_gmt":"2021-11-05T23:36:28","slug":"monthly-contracts-manager","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/nz\/hc\/reports\/sales-reports\/monthly-contracts-manager\/","title":{"rendered":"Monthly Contracts Manager Report"},"content":{"rendered":"<p>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.<\/p>\n\n\n\n<ol class=\"wp-block-list\" id=\"block-6753edc8-b8ea-4921-8ab4-dcbbe6f63c38\"><li>Open the library with reports.<\/li><li>Select <strong>Monthly Contracts Manager<\/strong>.<\/li><li>Define criteria for generating the report, as follows:<\/li><\/ol>\n\n\n\n<div class=\"wp-block-ht-blocks-toggle wp-block-hb-toggle\"><div class=\"wp-block-hb-toggle__title\"><span>Criteria<\/span><\/div><div class=\"wp-block-hb-toggle__content\"><div class=\"wp-block-hb-toggle__contentwrap\"><p> <\/p><table width=\"623\"> <tbody> <tr> <td width=\"217\"><strong>Period<\/strong><\/td> <td width=\"406\">Select the month or a range of months for report generation.<\/td> <\/tr> <\/tbody> <\/table> <figure><img loading=\"lazy\" decoding=\"async\" width=\"298\" height=\"236\" class=\"aligncenter size-full wp-image-1817\" src=\"\/wp-content\/uploads\/2019\/04\/monthly-contracts-manager-options.png\" alt=\"\"><\/figure><p><\/p><\/div><\/div><\/div>\n\n\n\n<p>   4. When complete, click <strong>Apply<\/strong>. The system generates the report, as follows:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1409\" height=\"772\" src=\"\/wp-content\/uploads\/2019\/04\/monthly-contracts-manager.png\" alt=\"\" class=\"wp-image-1818\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/monthly-contracts-manager.png 1409w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/monthly-contracts-manager-300x164.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/monthly-contracts-manager-1024x561.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/monthly-contracts-manager-768x421.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/monthly-contracts-manager-1200x657.png 1200w\" sizes=\"(max-width: 1409px) 100vw, 1409px\" \/><\/figure><\/div>\n\n\n\n<p>The report shows the following information:<\/p>\n\n\n\n<div class=\"wp-block-ht-blocks-toggle wp-block-hb-toggle\"><div class=\"wp-block-hb-toggle__title\"><span>Report Information<\/span><\/div><div class=\"wp-block-hb-toggle__content\"><div class=\"wp-block-hb-toggle__contentwrap\"><figure class=\"wp-block-table is-style-regular\"><table><tbody><tr><td><strong>Job<\/strong><\/td><td>Job number including the Office\u2019s number as prefix.<\/td><\/tr><tr><td><strong>Site<\/strong><\/td><td>Site which the Job attributes to.<\/td><\/tr><tr><td><strong>Customer<\/strong><\/td><td>Name of the Customer who the Job attributes to.<\/td><\/tr><tr><td><strong>Salesperson<\/strong><\/td><td>Salesperson who completed the Sale.<\/td><\/tr><tr><td><strong>House<\/strong><\/td><td>Code of the House Plan.<\/td><\/tr><tr><td><strong>Referred by<\/strong><\/td><td>Referral source of the Client.<\/td><\/tr><tr><td><strong>Contract Type<\/strong><\/td><td>Type of the contract used by the Job.<\/td><\/tr><tr><td><strong>Sale<\/strong><\/td><td>Date when the Sale was completed.<\/td><\/tr><tr><td><strong>Deposit<\/strong><\/td><td>Date when the deposit was made.<\/td><\/tr><tr><td><strong>Contract<\/strong><\/td><td>Date when the contract was signed.<\/td><\/tr><tr><td><strong>Council Approval<\/strong><\/td><td>Date when the Job was approved by the Council.<\/td><\/tr><tr><td><strong>Init Const Draw<\/strong><\/td><td>Date of the initial construction draw.<\/td><\/tr><tr><td><strong>Slab<\/strong><\/td><td>Slab date of the Job.<\/td><\/tr><tr><td><strong>Change Orders (incl GST)<\/strong><\/td><td>Change Orders amount in the Job including GST.<\/td><\/tr><tr><td><strong>Contract (incl GST)<\/strong><\/td><td>Contract amount including GST.<\/td><\/tr><\/tbody><\/table><\/figure><\/div><\/div><\/div>\n\n\n\n<p>The total values are calculated for each column.<\/p>","protected":false},"excerpt":{"rendered":"<p>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&#8230;<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[56],"ht-kb-tag":[],"class_list":["post-1816","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sales-reports"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/1816"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/comments?post=1816"}],"version-history":[{"count":3,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/1816\/revisions"}],"predecessor-version":[{"id":7898,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/1816\/revisions\/7898"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/media?parent=1816"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-category?post=1816"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-tag?post=1816"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}