Dashboard & Reports
103 results found
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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 -
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 -
Ability to block visibility of pricing on work orders and jobs from the subcontractors while still allowing them to view and add pictures...
Currently you either have to let the whole team see pricing or no one. It should be set up so you can allow salesmen to see pricing on jobs and work orders but block field employees or subcontractors from seeing the pricing.
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 -
Printing Without Viewing PDF First
It would be nice to be able to click the three dots next to the invoice/material order/work order and hit "Print" instead of having to hit "View PDF" and then print it from there.
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 -
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
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 -
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.
1 vote -
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.
1 vote -
Lead Source MACRO, MICRO AND MORE MICRO
OK, many JN Support said it was possible. I want to know Macro what lead sources are the best "Past Customer" "Employee", Ect. Also would like to know Micro, " Past customer 1", "Past Customer 2" Ect. , "Employee 1", "Employee 2", Ect. And then even More Micro/ Refined what jobs went through and what Lead sources were the Best/ which lead should we focus on marketing too.
1 vote -
Activity Report - Contains Filter for Note Field
Previously, reports would allow you to pull an activity report and then apply a contains filter to the note field. Please reinstate this functionality.
1 vote -
Please create the ability to put the salesman, assigned to, or subcontractor on each individual tile on the job boards
It would be useful to see who work orders and jobs are assigned to on the job board.
1 vote
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