Dashboard & Reports
103 results found
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Choose between Invoice data and Estimate data on Sales Dashboard
We'd like data on the Sales Dashboard to come from the total of the invoice rather than the estimate, because the two are rarely the same and we can glean much more useful and actionable business intelligence from the former.
19 votes -
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…
6 votes -
Ability to run Report on all jobs and how long they stayed in a certain status
For example: We want to know on average how long jobs are staying in QC Inspection status.
Right now, I can report on the jobs specifically in that status, but I want a way for even if they are not in the status currently.
Basically the length of time between status changes. (Which I know you can see when you go into a job's system activity - but I want to run a report on this).
21 votes -
More Bulk Edit Options for Reporting
Would like to bulk edit any type of information for a custom report. I.E., if doing a custom contact report. All of the fields that do not make a customer unique should be bulk editable. Currently you can edit the assignee, sales rep, status, and type of contact. But you can't edit bulk edit things like the location or the lead source.
18 votes -
More customization on Dashboard View
User would like more options to customize the dashboard. Currently, he can choose what features of the dashboard are visible, however, he cannot control how they are displayed. User would like a simple feature, such as being able to sort his tasks on the dashboard with the newest tasks on top. User is aware that he could use a custom report but does not want to lose the ability to check off tasks from the dashboard.
15 votes -
Job pipeline report based on estimate status
We usually have multiple estimates under a job, using a couple to work up numbers which are then rolled into one estimate which actually get sent to the customer. This renders the Jobs/Sales pipelines useless, because it pulls in estimates which were created last, but which were just in-house tools. Would be super nice to be able to view the pipeline based on ESTIMATE STATUS instead of just most recent estimate.
15 votes -
Ability to Download all photos/documents without having to download per contact/job.
Is there any kind of script the developers can run to generate all documents and images and put them in a folder to be download where I can http or ftp them.
17 votes -
print report
it seems crazy to me that JN has sch a robust report builder but they can not be printed. a few years ago, support told me that the world is going paperless. that is just not true. The ability to print reports is a weekly if not daily need. opening in excel sort of works but is super clunky and time consuming to format. I will also add that yes, some times, being able to move to excel is needed. Just not usually.
18 votes -
Commissions/Budget Report (Needs Column Customization Options)
I need the option to create a commissions report with options to customize columns, as I would with a contact report.
Currently, on the "commission" or "budget" reports, it does not allow me to add custom field options to identify who the lead setter was who sold the job and who the sales rep was that sold it. Additionally, the commissions report is lacking the back end calculation that the budget does as well.
We would like to streamline this process so that we can avoid human error.
17 votes -
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…
20 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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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 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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Sales Leaderboard
please!!
15 votes -
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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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 -
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!
37 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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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 -
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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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!
37 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 -
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!
17 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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