Dashboard & Reports
123 results found
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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.
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 -
Save Column Organization when Drilling Down on Insights
When I drill down data from a category such as "This year: Sold" I can control the columns of type of data I see by deleting ones I dont want and adding ones I do. But every time I do this the next time I go to the data the original settings have been reverted. This is a problem. It should save the settings I create and not revert back. It should do that for every category as each category will have different relative data to review and sort by
1 vote -
Insights-add Time to Close
In the JN Insights raw data we have the date of the lead and also the date the job closed. I would like to figure out an average for us on how long it takes to close a job. This would help new sales people not to be frustrated when it takes a while for steady sales to start coming in. It would provide training opportunities on how to create urgency during the sales process. An average for each sales person plus company wide would tell us if someone is out of line and an average time to close by…
1 vote -
Lazy scroll
Lazy Scroll is terrible. Is there anyway not to have the lazy scroll through the boards?
1 vote -
profit tracker automation
there should be a way to either automatically pull the signed estimate over to the profit tracker when a contract or job hits a designated status, or run a report of which jobs in certain statuses already have a profit tracker assigned to it. (this way, job costing doesnt get swept under the rug)
1 vote -
Exporting commissions from Profit Tracker module
there needs to be a way to report on and export commissions by "date created" or "date paid" when entered into the new Profit Tracker module. this would help when running payroll. it looks like the groundwork for this is set up since there is a space to enter the date under the commissions log inside the Profit Tracker, just needs to be successfully filtered and exportable when viewing in the dashboard
1 vote -
Exporting commissions from Profit Tracker module
there needs to be a way to report on and export commissions by "date created" or "date paid" when entered into the new Profit Tracker module. this would help when running payroll. it looks like the groundwork for this is set up since there is a space to enter the date under the commissions log inside the Profit Tracker, just needs to be successfully filtered and exportable when viewing in the dashboard
1 vote -
Payment Statuses in Payments Classic Reports
This would be very helpful for finding payments that did not fully go through.
1 vote -
"Contact" not an option in customization of Work Order list report.
The Work Order list report does not allow a Contact Name column. Work Orders are used to route service calls, estimate requests, repair requests, etc. The only way to add a Contact Name is to create a custom work order field and re-enter the contact's name manually, which is inefficient.
1 vote -
Marketing
Have a Marketing Dashboard for specific information like: New Leads (Today), Appointments Set (Today), Estimates Sent Today with $ amount, Sold Estimates Today with $.
1 vote -
Give the ability to customize where the Insights dashboard pulls reports from. For example, we often create multiple estimates for a custome
Give the ability to customize where the Insights dashboard pulls it's data from. For example, we often send multiple estimates to a customer because they are unsure which material they would like and want to compare the price difference. The insights dashboard cannot be used for our reports because it is based on estimates and not invoices or jobs. I have one lead that has 2 estimates, now my dashboard tells me I have 2 leads instead of 1. The sales insights also pulls estimates which skews our numbers drastically. I want the ability to pull data based on invoices…
1 vote -
Bulk Editing Work Orders
Logo wanted to be able to bulk edit the status of his work orders and that is not currently available in JN.
1 vote -
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 -
Integration with Looker Studio
It would be nice to have Insights integrate with Google Looker Studio so we can display our data in real time. At the very least, making JN Insights more customizable, and having the ability to "present" it would be awesome.
1 vote -
I need an "ASSIGNED TO" filter for invoice reports.
I can not filter my claims per PA the claim is assigned to see amount invoiced per PA. I need to be able to run this report ASAP. and the only way to do this is to make "assigned to" available in the filter and columns. Sales Rep doesn't help, as the same rep is on all claims.
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
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