Sales Report — SOP
How this module works — Generated 26 Sep 2026
A read-only sales-intelligence dashboard — pulls together leads, proposals, and invoice data into one period-filtered view of pipeline health, conversion, and revenue. It never edits anything in those modules; it only reads and summarizes.
Sections
📊 KPI Cards
Six headline numbers for the selected period — New Leads, Revenue Collected, Conversion Rate, Pending Payments, Avg Deal Size, and Proposals Pipeline — each with a change indicator vs the previous period.
📈 Trend Charts
Monthly Revenue and Leads by Month, always showing the trailing 6 months regardless of the period filter above.
🔻 Conversion Funnel
Every lead status this period, in order, with count and percentage of total.
🏆 Source ROI Analysis
Every lead source ranked by a combined ROI score — leads, proposals sent, converted, revenue, and average score. Click a row to see its individual leads; click a column header to sort.
⭐ Top Leads / Lost Deals
The highest-scoring active leads this period, and every deal marked lost with its value.
👥 Team Performance
Per-assignee leads, conversions, win rate, and revenue for this period.
📄 Proposals / Follow-up / Revenue by Service
Proposal pipeline status, follow-up completion rate, and revenue broken down by service category.
💡 Sales Insights
Rule-based observations about this period's own numbers — no AI call, always in sync with what's on screen.
Step-by-Step Workflow
1
Pick a period at the top — This Week, This Month, Last Month, This Quarter, This Year, or a Custom Range.
2
Scan the 6 KPI cards for a fast read on the period — each shows its change vs the period immediately before it.
3
Open Source ROI Analysis to see which lead source is actually converting and paying, not just generating volume.
4
Check Sales Insights at the bottom for the 5 most actionable observations already surfaced for you.
5
Use Export (top-right) to download the full report as PDF, Word, HTML, or Excel — it respects whatever period is currently selected.
Connections
🔗 Leads
Every number here is read directly from Leads — new-lead counts, conversion funnel, lead source, and the Report button on the Leads page opens this exact view.
🔗 Proposals
Pipeline count and value, proposals-sent/accepted counts, and the Proposals Performance table all read live from the Proposals module.
🔗 Invoice
Revenue Collected and Pending Payments are read from paid and sent invoices — this report never creates or edits an invoice.
🔗 Follow-up OS
Follow-up Performance reads scheduled/completed/overdue counts directly from the same data Follow-up OS manages.