Dashboard & Reports
5 results found
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Dashboards for KPIs - Sales
It is hard to explain because JobNimbus uses the "term" differently then I am accustomed to. But I will give it a shot.
I would like to see the ability to build KPI dashboards. Much like the graph that is displayed in the "jobs" or "sales" built in report. But being able to edit them.
Currently we are having to look into a company like geckoboard for KPI display in our sales office because we cannot customize reports in a displayable manner.
See attached picture. Having this function would be really great!
37 votesWe are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.
If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs
Additionally, you can email me the business metrics you are most interested in.
Thank you,
Keys
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Lead Source Report - Revenue Drilldown
I would love to have the ability to show revenue from a lead source. We have many lead sources and I would like to track that information for referrals as well as to see which lead sources are the most valuable.
29 votesWe are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.
If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs
Additionally, you can email me the business metrics you are most interested in.
Thank you,
Keys
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Sales Reports
Reporting of current sales based on invoices that includes use of graphs or bar charts. I have a way of doing this by manually going through JobNimbus and pulling invoices every week and then entering them into Excel, but it is a VERY manual process and is costing a ton of time and money. If we had the reports in Job Nimbus it would be amazing.
The alternative is to add a filter in the current report option to filter by date of last payment entry. This would allow me to run the report and then export to excel to…
26 votesWe are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.
If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs
Additionally, you can email me the business metrics you are most interested in.
Thank you,
Keys
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26 votes
We’d like to measure interest in this feature after the updates to the calendar from a while back. Is this still something you’re interested in having?
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Sales rep performance reports
It would be nice to be able to create a report for Sales reps that showed certain performance metrics such as YTD Revenue, Total number of sales, Leads run, close rate, Average revenue, Gross profit, ect..
As of now I have to create a bunch of different reports for each them put them all together and figure it out. Or create a report that shows everyone, then filter it down each time.
Also, when I create such a report for a rep, it would be nice if I could duplicate that report for another rep. I create reports for each…
20 votesWe are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.
If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs
Additionally, you can email me the business metrics you are most interested in.
Thank you,
Keys
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