Choose between Invoice data and Estimate data on Sales Dashboard
We'd like data on the Sales Dashboard to come from the total of the invoice rather than the estimate, because the two are rarely the same and we can glean much more useful and actionable business intelligence from the former.
Anonymous
shared this idea
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Devin Parker commented
We do not use the estimates function in Jobnimbus and are not planning to and do not want to. We love Jobnimbus as a CRM, workflow, invoicing, payments, etc. but we have our own estimating software and do not want to change. Please allow us to pull reports based on invoices (or contract amounts) like it did before in the classic reports. We have now lost ALL of our data by being forced to use insights and estimates.
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Bella commented
We need to be able to see reports pulled from invoices because it pulls inaccurate information and makes our sales report off in large amounts to what we have actually sold this year.
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Kaloni Pedigo
commented
I want the sales data in Insights to be based off of invoices and not estimates.