Dashboard & Reports
144 results found
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Track Conversion Rates by Status
To be able to track custom conversion rates for specific statuses
1 vote -
Select or Deselect All Insights Filters
'Select all' or 'Deselect all' options for when selecting filters on Insights
1 vote -
Classic Report Filter for Template Type
Ability to create a report based on Template Type, or template used in Estimate, Work Order, and Material Orders.
1 vote -
Full Screen Insights
It appears that this is already partially built out? We would like to have the sales leaderboard fullscreen so we can put it on a TV for our sales reps so they can see how they are doing in real time
1 vote -
Automated/Scheduled Reports
Hello JobNimbus Team,
I’d like to formally request a feature for automated, scheduled report emails within JobNimbus.
Currently, reports must be manually exported on a recurring basis. Having the ability to schedule reports to be automatically generated and emailed (daily, weekly, or monthly) would greatly improve efficiency and reduce manual workload for our team. This would be especially valuable for operational, sales, and financial reporting that needs to be reviewed consistently.
We understand this feature may not be available at the moment, but we wanted to submit our request for consideration, as it would significantly enhance reporting workflows for many…
1 vote -
NSE Estimate Creator in Reports
We create Estimate reports and want to track any issues to the creator of that record. When creating Estimate Reports in Classic Reports, only the Legacy Estimates show who created the estimate, you are not able to track who created the SumoQuote Estimates.
1 vote -
On Job Card - Dominant placement - Job Color Primary
On Job Cards have a dominantly positioned box to enter primary job color. Make this item searchable. Example: In customer file we enter the roof color. It can be standing seam or shingles or any color really. In the search box have it pull up any color that matches letters in search box. CT Weathered Wood LM Pro - Green Standing Seam Etc. We get calls all the time for can you show us a few roofs locally you did in this color from our prospective customers. It would be nice to be able to search this and pull up…
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 -
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 -
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 -
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
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