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JobNimbus Feedback

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Dashboard & Reports

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How can we give you the reports you need?

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4 results found

  1. Lead Book Rate

    Lead Book Rate

    Ability to track the book rate per day or for a selected time period based on the lead status within the workflow.

    Currently, we have access to a lead loss rate, but this metric is not very useful for evaluating performance. Many lost leads are simply due to customers being unresponsive, which is outside of our control. Because of that, the loss rate does not accurately reflect how well the team is performing.

    Tracking the lead book rate would allow users to see how many leads are successfully booked compared to the total number of leads received…

    8 votes

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    2 comments  ·  Job Costing Reports  ·  Admin →
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  2. Exporting commissions from Profit Tracker module

    there needs to be a way to report on and export commissions by "date created" or "date paid" when entered into the new Profit Tracker module. this would help when running payroll. it looks like the groundwork for this is set up since there is a space to enter the date under the commissions log inside the Profit Tracker, just needs to be successfully filtered and exportable when viewing in the dashboard

    2 votes

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    1 comment  ·  Job Costing Reports  ·  Admin →
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  3. Exporting commissions from Profit Tracker module

    there needs to be a way to report on and export commissions by "date created" or "date paid" when entered into the new Profit Tracker module. this would help when running payroll. it looks like the groundwork for this is set up since there is a space to enter the date under the commissions log inside the Profit Tracker, just needs to be successfully filtered and exportable when viewing in the dashboard

    1 vote

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    0 comments  ·  Job Costing Reports  ·  Admin →
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  4. Materials vs Labor budget report

    It would be great if I could get a report showing Material costs vs Labor costs based on budgets.

    10 votes

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    0 comments  ·  Job Costing Reports  ·  Admin →
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