Dashboard & Reports
127 results found
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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 -
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 -
UI Change for Home/Dashboard
It would be really nice to have a UI change for the home/dashboard page. Probably like a combination of the Insights and current Dashboard.
1 vote -
Split Related Records to "Contact" and "Job" Columns in Invoice Report
Want to be able to create an invoice report to filter by either contact or job and have them be separate columns within the report
1 vote -
Overhead Calculation Needed
The prior system allowed us to enter expenses to be used when calculating job profit and cost automatically for every job. These will be used on all jobs. I see the setting is still there, however the new dashboard does not account for any company overhead. This is causing commissions to be over paid, with no company overhead!! The only work around is to add a line item manually. This should be an automated option
1 vote -
export reports to excel with correct formatting for numbers, zip, etc. Numbers aren't seen as numbers by Excel.
export reports to excel with correct formatting for numbers, zip, etc. Numbers aren't seen as numbers by Excel when exported they are treated as text
1 vote -
Pinning your favorites to the top of the dashboard doesn't stay.
You have the option to pin favorites on your dashboard but it doesn't stay once you click something else. I have to do it every single time which is pointless.
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
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