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!
Anonymous
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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Julie Wynn commented
It's really simple, JobNimbus needs to stop trying to control the outputs and the dashboards, make it more open ended like salesforce. JobNimbus cannot dictate what our KPIs are, for example on a "land rate" we filter out ones that have no damage, allow business owners to define and report on their business more fluidly. Currently we export everything and use Google Data Studio to present our dashboards meaningfully.
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Cheryl Morris
commented
We also need KPI reporting that we can display in our office. We need to be able to pull closing rates, average tickets, dollars generated by lead source, monthly sales by sales rep (to create competition), company wide monthly sales vs our goal, booking percentages, and a lot more.
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Josh Goff commented
I’ve been talking to companies about making a huge investment in a custom dashboard. Any updates from Job Nimbus. What solutions are being used by those who are using 3rd parties? Thanks!
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Katie
commented
Would 100% love this feature, or at least a direct and seamless integration (like CompanyCam). Our struggle right now is having 3 different integrations and programs to access this visual data.
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John Baute
commented
Would love to be able to have KPI's in the dashboard!!
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Anonymous
commented
Fantastic! I'm pumped to hear that. JobNimbus is a really great program in a lot of ways and honestly much better in many ways then a lot of the construction CRM software that is out there. If the reporting and dashboard capabilities were beefed up it would really be a top of the line CRM product. I'm excited to hear that this is a direction that you guys are planning to go. Hopefully soon! Fingers crossed!