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 do my charting. Since it is not uncommon for someone to forget to change the status of a customer/job with the payments we at least have the ability to enter and if needed modify the date a payment was receive.
Paul Carlson
shared this idea
We 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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Dustin Pitney
commented
On the sales board, we only see $ amounts for jobs signed through the estimates. We use SumoQuote and none of these jobs show up on the sales board.
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Allen Friedman
commented
It would even be nice if the Job Pipeline report provided totals.
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Allen Friedman
commented
We need a basic report that tells us total closed sales for the month, quarter and year to date. This seems so simple but the only way you can get there now is by exporting your Jobs report and totaling them in Excel.