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JobNimbus Feedback

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17 results found

  1. 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.

    27 votes

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  2. 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…

    24 votes

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  3. 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…

    17 votes

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  4. 14 votes

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  5. 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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    Viewed  ·  1 comment  ·  Sales Reports  ·  Admin →
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  6. Invoices instead of Estimates in Insights Data

    I want the sales data in Insights to be based off of invoices and not estimates.

    8 votes

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  7. 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.

    8 votes

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  8. 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

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  9. Disable or hide sales dashboard via access profiles

    We do not have a need for the sales dashboard that was recently added and would like the option to be able to disable this feature or filter its access by certain access profiles.

    5 votes

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  10. Compare Years in Insights

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

    2 votes

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  11. Easier way to hide inactive team members on Sales Dashboard

    I want an easier way to filter out inactive team members from the Sales Dashboard

    2 votes

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  12. Insights Sales Revenue

    We need the ability to edit "Sold Date". We have a few Jobs that were Sold last year and moved into a "Sold" status last year. A few mistakes were made this year and last year's Job moved out of "Sold" and then back through "Sold" this year. Therefore the Job looks like it sold this year instead of last year. We need to be able to edit that wrong date so the Job still shows last year's Sold date and not this year's sold date. Otherwise my Insights Sales data will be screwed up for the rest of the…

    1 vote

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    0 comments  ·  Sales Reports  ·  Admin →
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  13. Demo Rate Report

    I would like to calculate a demo rate (the frequency of a sales rep, when they go to an appointment, when we can offer our services). We have goals for these metrics and are calculating them manually.

    1 vote

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  14. Tracking Pre Sale Data

    I would like to be able to track the amount of money I have in estimates before they are "sold".

    1 vote

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  15. Trade Reporting

    Currently the only way to identify a Contact or Job with the a specific trade is to use "Tags". Ex. Roof Inspection, Roof Replacement, Roof Repair. We want to be able to track our sales data between the different trades (Gutter, Roofing,Siding) but also between replacement and repair service lines of business. These are normally two different sales process with sales numbers we would like tracked similarly to how easy it is to know the revenue and gross margin differences between Commercial and Retail job types.

    The Legacy reporting system has the option to add tags to custom reports but…

    1 vote

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    0 comments  ·  Sales Reports  ·  Admin →
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  16. Team Oversight - Insights

    I’d like our entire team to be able to see the hard numbers of the whole company in Insights to drive competition, but if they are a limited access user & not a group manager, they don’t have the ability to drill down to see other users’ jobs

    1 vote

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  17. cmcguire@edgerailandscreen.com

    It would be nice to run an estimate report and a city report combined. it would also be nice for the sales dashboards to match the estimate approved/invoiced reports. Our totals are completely different from report to the dashboard.

    1 vote

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    0 comments  ·  Sales Reports  ·  Admin →
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