more customizations for built in reports.
Currently the Sales Pipeline Report that is built in is not what is shown in the sample videos provided by JobNimbus. It does not have the same drop down options as shown in the video. Also, this report is lacking because it only has the option to show this report via contact workflows. All of our sales are through jobs. We move our jobs from leads to sold and through our workflow to closing them. The person we paid to setup the software for us said he recommends this approach to all of his clients so I am assuming others are having the same issue with the Sales Pipeline Report (and the Lead Source Report).
Sherri Simms
shared this idea
If you’re using the Jobs feature, your sales information is housed in the Job Pipeline Report, as opposed to the Sales Pipeline Report. Give that a check and you should see everything there.
I’m not sure about missing fields as compared the videos, so if you have any specifics please reply here with those and we’ll investigate further.
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Sherri Simms
commented
Example: In the Manager - Tracking Sales video, it shows "Amount" as an option in the dropdown for the Amount Field (timeline: 2:15 into video). However on my JobNimbus Sales Pipeline Report, "Amount" is not an option at all. There are two options: Most recent estimate and Most recent invoice.