9 results found

1. Compare Years in Insights

   I would like to compare multiple years in Insights side-by-side or on the same graph.

   4 votes

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   0 comments  ·  Sales Reports  ·  Delete…  ·  Admin →
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2. Better Sales Reports

   We need to be able to run better sales reports. Closing radio and NSLI are important metrics that are missing from the reports feature.

   12 votes

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3. Not all sales reps show on sales pipeline

   On the sales pipeline on the home screen, because we have over a certain number of sales reps, the Sales Pipeline only shows the name of every other sales rep. This defeats the purpose of quickly viewing how our sales reps are performing.

   2 votes

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4. All Closing-Ratio Reports are highly inaccurate.

   ALL REPORTS HAVING ANYTHING TO DO WITH CLOSING RATIOS (THE NUMBER OF ESTIMATES PRESENTED, DIVIDED BY THE NUMBER OF THOSE ESTIMATES THAT TURNED INTO A SALE) ARE HIGHLY INACCURATE.

   Your current report formulas correctly count all the estimates presented within the specified date-range, BUT, and this is the crux of the matter: it only counts jobs which were signed-up or became jobs during that same date-range, and ignores the jobs that were signed-up after the specified date-range of the report, even though they were originally estimated within the specified date-range of the report.

   Most contractors, including my company, do a consultative sale, meaning: we do our estimate and present it to the customer, and the actual sale usually happens 1 to 4 weeks later when the customer calls back to let us know they have chosen us to do their project and are ready to move forward. Sometimes these "go-aheads" happen 6 months or even a year later.

   For your closing-ratio reports to be accurate, they must ignore the DATE that an estimate became a sale. For example: Lets say a company's sales force does 100 estimate presentations in the month of April. Of those 100 estimates, 20 of them turn into sold-jobs within the month of April, and 20 more of those same 100 estimates turn into sold-jobs within the month of May, for a total of 40 jobs sold out of those 100 estimates that were presented in April, which is a very respectable 40% closing ratio. However, if immediately at the end of April, you look at the closing ratio for April, it would only be 20% because it would miss the 20 additional estimate-to-sale conversions that were yet to come in May. So if you wait till the end of May to run April's report, the report should show the true closing ratio of 40%, which is the ratio that I think we will all agree is the correct ratio in the above described scenario. I am sure we also agree that 40% is the number to use when evaluating the effectiveness of your company's sales-people and sales-process, for determining your marketing ROI, and for budget planning.

   However, 40% is NOT the April closing ratio that the JobNimbus report displays when you run the report in May, or if you run the report 6 months or a year from now. The report will always show a ratio of 20% because it only counts those 20 jobs that happened to be signed-up in the month of April and ignores the other 20 conversions that happened in May even though they were estimated in April.

   Currently, to get an accurate closing ratio report, I would have to:
   1) Create two separate reports within JobNimbus.
   2) Create and formulate an Excel spreadsheet.
   3) Export both of the JobNimbus reports.
   4) Copy both reports onto the Excel spreadsheet.
   5) Merge the two sets of data.
   6) Filter the data.
   7) Sort the data.
   8) Calculate the totals of all the data-sets.
   9) Calculate the closing ratio(s).

   Closing ratios are one of the most basic and important KPI's for any business, and are critical for analyzing and planning. Can you fix this?

   Greg Flury
   ABC Roofing, Inc.
   Greensboro, NC

   ALL REPORTS HAVING ANYTHING TO DO WITH CLOSING RATIOS (THE NUMBER OF ESTIMATES PRESENTED, DIVIDED BY THE NUMBER OF THOSE ESTIMATES THAT TURNED INTO A SALE) ARE HIGHLY INACCURATE.

   Your current report formulas correctly count all the estimates presented within the specified date-range, BUT, and this is the crux of the matter: it only counts jobs which were signed-up or became jobs during that same date-range, and ignores the jobs that were signed-up after the specified date-range of the report, even though they were originally estimated within the specified date-range of the report.

   Most contractors, including my company, do a… more

   6 votes

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5. Lead Source Report - Revenue Drilldown

   I would love to have the ability to show revenue from a lead source. We have many lead sources and I would like to track that information for referrals as well as to see which lead sources are the most valuable.

   29 votes

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   1 comment  ·  Sales Reports  ·  Delete…  ·  Admin →
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   Gathering Feedback  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   We are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.

   If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs

   Additionally, you can email me the business metrics you are most interested in.

   Thank you,

   Keys

6. Sales rep performance reports

   It would be nice to be able to create a report for Sales reps that showed certain performance metrics such as YTD Revenue, Total number of sales, Leads run, close rate, Average revenue, Gross profit, ect..

   As of now I have to create a bunch of different reports for each them put them all together and figure it out. Or create a report that shows everyone, then filter it down each time.

   Also, when I create such a report for a rep, it would be nice if I could duplicate that report for another rep. I create reports for each rep we have and I have to start from scratch each time I add someone, instead of duplicating a report then changing the rep.

   It would be nice to be able to create a report for Sales reps that showed certain performance metrics such as YTD Revenue, Total number of sales, Leads run, close rate, Average revenue, Gross profit, ect..

   As of now I have to create a bunch of different reports for each them put them all together and figure it out. Or create a report that shows everyone, then filter it down each time.

   Also, when I create such a report for a rep, it would be nice if I could duplicate that report for another rep. I create reports for each… more

   20 votes

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   0 comments  ·  Sales Reports  ·  Delete…  ·  Admin →
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   Gathering Feedback  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   We are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.

   If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs

   Additionally, you can email me the business metrics you are most interested in.

   Thank you,

   Keys

7. Sales Leaderboard

   please!!

   15 votes

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   4 comments  ·  Sales Reports  ·  Delete…  ·  Admin →
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8. Sales Reports

   Reporting of current sales based on invoices that includes use of graphs or bar charts. I have a way of doing this by manually going through JobNimbus and pulling invoices every week and then entering them into Excel, but it is a VERY manual process and is costing a ton of time and money. If we had the reports in Job Nimbus it would be amazing.

   The alternative is to add a filter in the current report option to filter by date of last payment entry. This would allow me to run the report and then export to excel to do my charting. Since it is not uncommon for someone to forget to change the status of a customer/job with the payments we at least have the ability to enter and if needed modify the date a payment was receive.

   Reporting of current sales based on invoices that includes use of graphs or bar charts. I have a way of doing this by manually going through JobNimbus and pulling invoices every week and then entering them into Excel, but it is a VERY manual process and is costing a ton of time and money. If we had the reports in Job Nimbus it would be amazing.

   The alternative is to add a filter in the current report option to filter by date of last payment entry. This would allow me to run the report and then export to excel to… more

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   26 votes

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   3 comments  ·  Sales Reports  ·  Delete…  ·  Admin →
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   Gathering Feedback  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   We are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.

   If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs

   Additionally, you can email me the business metrics you are most interested in.

   Thank you,

   Keys

9. Sales Pipeline Report - Filters and Graphs

   I wish I could do more in the sales pipeline report. It's a great quick snapshot, but in order to get the view I want, I have to export and manually do reporting in Excel with pivot tables. Would like to be able to add all sorts of filters, similar to how we can build custom reports, but more robust, with the ability to add graphs, and to only show top line data, not client level.

   9 votes

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