Dashboard & Reports
111 results found
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Most Recent Note column in Reports
At present, reports can include Most Recent Invoice, Estimate, etc. Can you please most recent Note as a column? It would help to create a report that we can see most recent note in activity.
16 votesThis would be great, thanks for submitting this idea!
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Dashboards for KPIs - Sales
It is hard to explain because JobNimbus uses the "term" differently then I am accustomed to. But I will give it a shot.
I would like to see the ability to build KPI dashboards. Much like the graph that is displayed in the "jobs" or "sales" built in report. But being able to edit them.
Currently we are having to look into a company like geckoboard for KPI display in our sales office because we cannot customize reports in a displayable manner.
See attached picture. Having this function would be really great!
38 votesWe 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
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Reports on Products & Services
When evaluating products & services it is important to review the numbers on which products/services were successful or not. Can we please have reports that allow us to search based on Item names/descriptions?
For example: We frequently have customers call and ask for examples of our work. It would be great if we can search all completed jobs/work orders for a specific item that ties into what they are interested in doing.
Alternatively, we can see what products are being sold most often and which items may not be worth our while to continue offering.
Thanks!
38 votes -
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…
26 votesWe 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
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Filter by empty fields
If it's currently not possible to require selected built-in Contact Fields, it would be helpful to run reports with a filter for empty fields so we can have a report that shows all contacts missing that field. One or the other would be very helpful, both would be extremely helpful. At this point the only way to do that is to manually add a tag to each contact, for example "Missing Lead Source." This is a very time-consuming process.
12 votes -
Report/List for @mentions
I want to make a report that shows the places where I am tagged in the @name option for a note.
30 votes -
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 -
Merge Reports - Estimates and Invoices
Would love to see the following improved with reports...
- Ability to report on estimates and invoices together (currently I need to run them separately then do a vlookup to link)-Include additional customer level data on the estimate/invoice reporting, particularly customer status.
-Exporting - any numbers are exported as text fields, and if it's a currency field, it also exports the dollar sign. Which means I need to remove all the $ signs and convert each into a number so I can sum the numbers.
Thanks!
18 votesWould you be able to submit these as individual requests? Let’s use the first one for this (I’ll update this ticket after you submit the other two) and do individual requests for the other two. That will help us gauge and engage each individually.
Thank you!
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Scheduled and emailed reports
For example you can create a report and have it run and emailed to a desired email every Friday
32 votes -
Duplicate Report/Save Report As
Ability to take a custom report and save as or duplicate, that way if you want a similar report with some of the same filters and columns you can easily make it without having to create a report from scratch.
Replicate a report or copy report.
29 votesThis is something that I’ve been wanting, too. It’s on our development list and we’ll keep you updated as we get closer.
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26 votes
We’d like to measure interest in this feature after the updates to the calendar from a while back. Is this still something you’re interested in having?
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