Insights Overview Filters
The new Overview page is great with the small charts showing Week vs. Month vs. Quarter vs. Year.
However -- The "Sold" section is pulling in data for estimates that have Any status vs. "Approved or invoiced" so the numbers are skewing. If I apply a filter to this tab, it applies to the whole page including the leads. Ideally, we should be able to see the amount of leads that they had overall compared to the ones they Sold based off of the status being "Approved or Invoiced"
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AdminAnonymous
(Technical Support, JobNimbus)
shared this idea