Dashboard & Reports
128 results found
-
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 -
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 -
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 -
1 vote
-
Add Notifications to the Home Page
It would be super helpful to have the ability to choose notifications to be on our homepage rather than just in the side column. Have it be an option like Jobs, Contacts etc
1 vote
- Don't see your idea?