Edition: Enterprise
User level: Director and above
The Sales dashboard helps you keep track of all project proposals you have created in a timeframe and your won and lost projects.
Filters Available:
Office
Weighted or Unweighted
Proposals This Month
This shows the number of jobs entered into Synergy. It's calculated as the sum of weighted or unweighted fee/cap for projects in "Proposal" status with a start date in the current month.
Internal projects are always excluded from this dashboard.
Note: If a project doesn't have a start date, it will be included in the current month by default. We recommend setting a start date for all projects to ensure more accurate values and reporting.
Proposals before this month
This shows the number of jobs entered into Synergy before the current month, within a year-to-date timeframe. It's calculated as the sum of weighted or unweighted fee/cap for projects in "Proposal" status with a start date before the current month.
Internal projects are always excluded from this dashboard.
Note: If a project doesn't have a start date, it will be included in the current month by default. We recommend setting a start date for all projects to ensure more accurate values and reporting.
Won Projects $
This shows the dollar figure for all projects that have changed from Proposal status to Active status.
It's calculated as the sum of weighted or unweighted fee/cap for projects with a status of Completed, Active, or Pending Invoice.
Win Ratio (Number)
The win ratio represents a running total of projects won compared to the number of proposals issued.
It's calculated as follows:
Win ratio (%) = (Won / (Won + Lost)) × 100
Projects Won: Count of all projects with a status of Active, Completed, or Pending Invoice from the "Data Reported From" date (seen in the Business tab) through to the end of the current month.
Projects Lost: Count of all projects with a status of Unsuccessful, Includes all proposals from the "Data Reported From" date (seen in the Business tab) through to the end of the current month.
Win Ratio ($)
The win ratio ($) represents the dollar figure of projects won compared to the value of proposals issued.
Its calculated as below:
won ratio($) = (Won / (Won + Lost)) × 100
Project won: Total fee/cap of all the project with a status of Active, Completed, or Pending Invoice from the "Data Reported From" date (seen in the Business tab) through to the end of the current month.
Project Lost: Total fee/cap of all the projects with a status of Unsuccessful from the "Data Reported From" date (seen in the Business tab) through to the end of the current month.
Fee/Cap by Start date per Project Status
This shows the sum of weighted or unweighted fee/cap for projects, segmented by start date and project status.
Internal projects are always excluded from this dashboard.
Note: If a project doesn't have a start date, it will be included in the current month by default. We recommend setting a start date for all projects to ensure more accurate values and reporting.
Projects Won or Lost by Start Date
This graph shows the fee value of projects that have been won or lost, organised by the project's start date.
Internal projects are always excluded from this dashboard.
Projects Won: Sum of the total fee/cap for all projects with a status of Active, Completed, or Pending Invoice, per period.
Projects Lost: Sum of the total fee/cap for all projects with a status of Unsuccessful, per period.
Fee/Cap for Proposals by Project Manager, Client, Project or Status
Shows the weighted or unweighted fee/cap value for proposals, grouped by "Before This Month," "This Month," "Next Month," and "After Next Month."
Drill down to see the data organised by Project Manager, Client, Project, or Status.
Proposal Projects Table
This shows a list of projects with a status of Proposal, along with their total fee.
These project totals displayed are based on your weighted/unweighted selection.
Metrics Definitions
Metric | Definition |
Proposals This Month | The sum of Stage Fee/Cap for stages where the Status (Group) is ‘Proposal’ and the Project Start Date is in the current month. |
Proposals B4 This Month | The sum of Stage Fee/Cap for stages where the Status (Group) is ‘Proposal’ and the Project Start Date is prior to the current month. |
Weighted Fee/Cap | The sum of Stage Fee/Cap multiplied by the Success Factor as determined by the configuration of your stage statuses. |
Won Projects £$ | The sum of the stage Fee/Cap where the project status is either ‘Active’, ’Complete’ or ‘Pending Invoice’. |
Win Ratio # | The count of projects where the project status is either ‘Active’, ’Complete’ or ‘Pending Invoice’ divided by the count of projects where the project status is either ‘Active’, ’Complete’, ‘Pending Invoice’ or ‘Unsuccessful’. |
Win Ratio £$ | The sum of the stage Fee/Cap where the project status is either ‘Active’, ’Complete’ or ‘Pending Invoice’ divided by the sum of the stage Fee/Cap where the project status is either ‘Active’, ’Complete’, ‘Pending Invoice’ or ‘Unsuccessful’. |