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Sales Dashboard

Tracking project sales and pipeline

Sales Dashboard

Monitor sales performance and pipeline for construction projects.

Analyse tab (project editor)

In the project editor, Verkopen → Analyse shows "Verkoop in cijfers" for the plan:

  • Five tiles: Woningen, Verkocht, In optie, Beschikbaar and Aanvragen (with the average value per configuration).
  • Aanvragen per week: configurations that came in over the last 12 weeks, split into van kopers and intern.
  • Populaire opties: the options most often chosen, with their share and what they brought in.
  • Recente configuraties: the latest configurations with BNR, buyer, composition, meerwerk and status (Van koper · Intern · Vastgezet); "Alle configuraties" jumps to the Configuraties tab.
  • Below that, the older charts: aanvragen per type and per maand, and portal views per house and over time.

The Deze fase · Kwartaal · Jaar switch filters the configuration-based cards by date; the house counts always cover the whole plan.

Dashboard Overview

Key Metrics

MetricDescription
Total RevenueProjected total sales
Sold RevenueContracted sales
Available InventoryRemaining units
Conversion RateLeads to sales

Sales Pipeline

Pipeline Stages

Stage Definitions

StageDescription
LeadInitial inquiry
InterestedActive discussions
ReservedDeposit paid
ContractedSale completed
ConfiguringMaking selections
CompleteConfiguration done

Unit Status

Status Breakdown

View units by status:

StatusCountValue
Available25$12.5M
Reserved8$4.2M
Sold15$8.1M
Configuring10$5.5M
Complete5$2.8M

Timeline

Sales over time:

  • Monthly sales volume
  • Cumulative progress
  • Forecast to completion

Buyer Management

Buyer List

For each buyer:

FieldInformation
NameBuyer name
UnitAssigned unit
StatusPipeline stage
Config StatusConfiguration progress

Buyer Actions

  • View configuration
  • Send reminders
  • Update status
  • Contact history

Reports

Available Reports

ReportContents
Sales SummaryOverall performance
Unit StatusStatus by unit
Pipeline ReportStage breakdown
Revenue ForecastProjected revenue

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