Dashboard & Reports
144 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.
17 votesThis would be great, thanks for submitting this idea!
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Sales Leaderboard
please!!
16 votes -
Real Time Google Sheets Sync
I wish my data could sync in real time with Google Sheets. That way I could create automated metrics that combine data from QuickBooks, JN, and my GPS tracking. Right now we are tracking manually and it's time consuming.
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 -
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.
14 votes -
Pull a report that allows you to see email activity - Opened Emails, Bounced Emails, Etc.
I would like to have the ability to pull reports that shows the status of client emails. We have tons of clients in the system and automated emails. We would like to pull a report to see which clients have opened them, not opened, or bounced in order to follow up accordingly.
14 votes -
Option to share a report with only one specific employee
We want to be able to build a commission report by sales rep and then be able to share it to only that sales rep. Right now there is only the option to share it to everyone, admins, or to the person who creates the report.
13 votes -
Ability to Bulk Edit Work Orders
Need to make the bulk edit option available for Work Orders.
13 votes -
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 -
Columns in Classic Reports with Contacts
We need to have reporting capabilities back for reporting on the Sales Rep field in Contact Reports. We use the Sales Rep field on Contacts to assign a POC in their office for anytime that Contact calls in.
I should be able to build out Columns from any field that is on a Contact so that my reporting is accurate. Excluding certain fields on the report is causing frustration and extra work for my team
11 votes -
Custom Report Filter for "Date Stage Changed"
The ability to filter reports by the date stage changed like the date status changed filter does.
11 votes -
Add "Date Estimate Signed" Filter for Estimates
We need to know the date that the estimate is signed on the Classic Report for Estimates. This is a must and was in SumoQuote. It is an easy way to filter for the jobs that have been approved/signed on and for us to filter for a certain time period for those records. WIthout this specific filter, the report isn't helpful. "date status change" field doesn't always show that the estimate was signed and/or approved, so that filter is not reliable. We need JobNimbus to be easy to track data on like SumoQuote was.
10 votes -
Report filter for the user who marked a task as complete (or incomplete)
Management wants to be able to easily see who completed tasks of a specific nature. For instance, we have tasks automatically created for our reps to follow up with old clients. We want to be able to see how many follow up tasks each rep checked off.
10 votes -
Invoices with Insights
Include invoices as a filter with Insights
10 votes -
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 -
Report Folders
Allow reports to be placed together in a folder or category -- for example, I would like to have a MONTHLY folder in which I can store all my monthly reports, or a WEEKLY Folder that stores all the weekly reports, a SALES folder that stores the sales reports, etc - instead of having 100 reports listed on the same report screen that you have to scroll through
9 votes -
Custom Report for both Contacts AND Jobs
I would like to create a custom report to be able to pull all our contacts AND jobs into an Excel spreadsheet with ALL the information we have gathered thus far. Currently, I have to download 2 reports, one for the contacts and one for the jobs. Then I have to figure out how to merge the two files into one.
9 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 -
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 -
Remove Deactivated Sales Rep from Insights
I would like to remove any deactivated sales reps from showing on my Insights filters.
8 votes
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