Construction Reporting and Quota Tracking

Construction reporting is a must-have feature of a sales system tailored to construction. iDeal Construction CRM provides a variety of reports to keep your sales team on track to achieving their goals. Understand your sales performance. Identify opportunities to improve problematic areas that need to be addressed. See who are your best performing clients, or salespeople.

Construction Reporting: Sales Reports, Performance Reports, and Custom Reports

iDeal CRM Construction Reports for your Sales and Operations Teams

Sales Reports

Sales reports are critical to construction reporting. They provide executives and managers with the right information to track the company’s revenue. They inform decisions on what type of jobs to go after, how many, and which markets to expand in.

Performance Reports

Performance reports are another important element of construction reporting. They inform on much more than sales team performance. They also call attention to best performing clients, market segments, and even sales representatives.

Custom Reports

We understand the importance of reporting for construction companies. This is why we build custom reports upon request. Simply contact the iDeal team to discuss your reporting needs. Your request will be added to the development queue.

Construction Reporting: Sales Reports

iDeal CRM features key sales reports for your construction reporting needs. Below are just a few examples.

Year to Date Revenue and Forecast Report. Know how much you sold so far and how much you have remaining to reach your quota. Filter by sales rep, team, or view the data for the entire company.

Monthly sales report and cumulative sales reports

Bid to Client Awarded to Win rate reports by client, job type, or sales rep

Opportunities (Bids) by bid due date, by bid submission date, by bid submission status

Win rate, bid rate, conversion reports by client, work type, sales rep, region, and more

Opportunities in forecast; Lost Bids by reason

YTD Sales and Forecast Report
Pipeline by Stage Report - Construction Reporting

Construction Reporting: Performance Reports

Performance reports are very useful to identify issues and gaps in the sales process.

Pipeline by stage, by client, and by user reports

Sales by teams

Market segment comparison

Best performing clients (best win rate and profit rate)

On-demand Custom Reports

We understand the importance of reporting for construction companies. This is why we build custom reports upon request. Simply contact the iDeal team to discuss your reporting needs. Your request will be added to the development queue.

We can build any type of report: sales activity, sales reports, pipeline reports, win/lose rate to fit your construction reporting needs

Simply contact the iDeal team and discuss requirements

Reports are added to development queue

Typically released in 2-3 weeks

Opportunities by Bid Submission Status Report

How to Better Manage Bid Activity

See iDeal’s Bid Management System in Action.

Explore All iDeal CRM for Construction Features.