Dashboard & Reports
113 results found
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View Past statuses in reports
I want to be able to pull up past statuses contacts/jobs have been thru even if they're no longer in that status
3 votes -
Report for a specific status at a specific time frame
I would like the ability to create a custom report so I can see any of my contacts who have moved through a certain status in a specific time frame. This would help us to know how many of our jobs were sold.
3 votes -
An indication that the sales rep is inactive from the sales reps drop down in sales dashboard
It would be great if there was some time of indication on the sales dashboard that the sales rep is inactive from the sales rep selection. I have 3 reps with the same name and 2 of them are inactive, yet all 3 of them still show in the drop-down selection
3 votes -
Budget Report Filtered by Trades
We should be able to pull a budget (profitability report) filtered by the trade.
I don't have a way of seeing how my different trades are performing.
Ex: roofing,windows, siding....3 votes -
Tracking jobs, closing rates for company and per rep, average ticket
Making it more user friendly to run reports
3 votes -
reports
Needing to track average ticket and closing rates and making it more user friendly
3 votes -
Job Report should include approved estimates
In the Job Report, you currently have the option to include the amount of the last estimate. However, that isn't necessarily helpful if the last estimate is not the one that was approved. You should be able to include the total of ALL approved estimates in order to get some perspective on the value of the project. Thanks
3 votes -
Automated Reports
It would be wonderful for management to have automated reports that keeps the same filters to be automated every month/week. This will help management predict data in certain departments. Maybe it would be sent via notification/email.
2 votes -
Motivosity integration on the home/dashboard of JobNimbus
I was wondering if it was possible to have (now or in the future) the ability for the MOTIVOSITY main feed to show up on the JOB NIMBUS “dashboard” home screen? I saw Kiosk mode and wasn’t sure if there was a way to plug that into the home screen to make sure important updates and kudos are seen from both platforms?
2 votes -
Ability to change days in status
When you add a job to a contact, it currently defaults to a "days in status" of 0. Logo would like the ability to input an accurate "days in status" manually for their data reporting needs.
2 votes -
Create Task to notify me every time a form is created
They have to tag me each time and every manually process is another room for error.
2 votes -
Add commissions reporting to invoices collected so that we don't have to do an extra step of creating a budget
Add commissions reporting to invoices collected so that we don't have to do an extra step of creating a budget. And a spot to manually add bonuses.
2 votes -
Adding the Branch custom field to an insights report or Class which is not a custom field
Hello, we have a custom field for Branches within a location. We would like to add the custom field "Branch" to a Workflow insights report. Please advise. Or have a column "Class" added to the Workflow insights report. Thanks.
2 votes -
Create the ability on automations to block tiles from going backwards in status.
When an automation linked to checking off a task is done after someone else on the team has already moved the job forward by status, it pulls the tile back to the job status that the automation moves it to which is confusing for the team and may lead to repeat actions. Ultimately it causes chaos on the team if there is more than 1 person handling the job.
2 votes -
Searching by signature date in Doc. report
Ability to filter a document report by signature status and date like the estimates report. Currently, the signature filter is not setup to detect fully signed documents dates. The report blanks out no matter what date range you set it to. It would be great to use this filter to find date signatures using the new signature feature.
2 votes -
Grouped Reports - Collapsing Groups
When I have a report grouped with calculations, when I collapse the grouped area, it doesn't retain the calculations. It removes the totals & sums applied such as on an invoice report. I would like to be able to retain that information so that it is easier to view without all of the scrolling.
2 votes -
Not all sales reps show on sales pipeline
On the sales pipeline on the home screen, because we have over a certain number of sales reps, the Sales Pipeline only shows the name of every other sales rep. This defeats the purpose of quickly viewing how our sales reps are performing.
2 votes -
Report for activity updates.
The ability to pull a report for when the sales rep is updated on a contact.
2 votes -
Set a default display on the My Tasks dashboard report
Would like to see the option to set the default for which Tasks are displayed on my dashboard
2 votes -
Customer Map
The ability to see a map with your jobs on it and be able to filter it by dates or locations. This would allow you to see where a lot of contracts have been signed and have a visual.
1 vote
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