3 results found

1. Lead Source Report - Revenue Drilldown

   I would love to have the ability to show revenue from a lead source. We have many lead sources and I would like to track that information for referrals as well as to see which lead sources are the most valuable.

   29 votes

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   1 comment  ·  Sales Reports  ·  Delete…  ·  Admin →
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   Gathering Feedback  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   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

2. Sales rep performance reports

   It would be nice to be able to create a report for Sales reps that showed certain performance metrics such as YTD Revenue, Total number of sales, Leads run, close rate, Average revenue, Gross profit, ect..

   As of now I have to create a bunch of different reports for each them put them all together and figure it out. Or create a report that shows everyone, then filter it down each time.

   Also, when I create such a report for a rep, it would be nice if I could duplicate that report for another rep. I create reports for each rep we have and I have to start from scratch each time I add someone, instead of duplicating a report then changing the rep.

   It would be nice to be able to create a report for Sales reps that showed certain performance metrics such as YTD Revenue, Total number of sales, Leads run, close rate, Average revenue, Gross profit, ect..

   As of now I have to create a bunch of different reports for each them put them all together and figure it out. Or create a report that shows everyone, then filter it down each time.

   Also, when I create such a report for a rep, it would be nice if I could duplicate that report for another rep. I create reports for each… more

   20 votes

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   0 comments  ·  Sales Reports  ·  Delete…  ·  Admin →
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   Gathering Feedback  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   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

3. 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.

   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… more

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   26 votes

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   3 comments  ·  Sales Reports  ·  Delete…  ·  Admin →
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   Gathering Feedback  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   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