99 results found

1. Custom Report Filter for "Date Stage Changed"

   The ability to filter reports by the date stage changed like the date status changed filter does.

   10 votes

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2. Report Including Budget and Lead Sources

   I need to generate a report in which I can cross reference different status with budget and lead sources.

   Ideally I want to see how much revenue I generated for different status we have set up, specifically for each one of our sources.

   4 votes

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3. Be able to track email replies in a report

   Customer would like a way to be able to track which clients have replied to his emails through a report. Currently you can filter by activity type, but does not appear to have a column or additional filtering for reply as the status.

   6 votes

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4. Reports- being able to filter by line items for invoice and estimate reports.
   8 votes

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5. Ability to limit access to custom reports.

   Wants to ability to change the access to the custom reports so people are not able to view certain types of reports that are created.

   6 votes

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6. Report for activity updates.

   The ability to pull a report for when the sales rep is updated on a contact.

   2 votes

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7. Export as PDF REPORT

   We need option for PDF report

   6 votes

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8. An indication that the sales rep is inactive from the sales reps drop down in sales dashboard

   It would be great if there was some time of indication on the sales dashboard that the sales rep is inactive from the sales rep selection. I have 3 reps with the same name and 2 of them are inactive, yet all 3 of them still show in the drop-down selection

   3 votes

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9. 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.

   19 votes

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   3 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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10. Budget Report Filtered by Trades

    We should be able to pull a budget (profitability report) filtered by the trade.
    I don't have a way of seeing how my different trades are performing.
    Ex: roofing,windows, siding....

    3 votes

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11. Tracking jobs, closing rates for company and per rep, average ticket

    Making it more user friendly to run reports

    3 votes

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12. reports

    Needing to track average ticket and closing rates and making it more user friendly

    3 votes

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13. Tagged Notes appear on Dashboard

    Any notes that my name is tagged in to show up on my dashboard

    5 votes

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14. Include Activity in Contact Report

    Would like to have the option when exporting Contact list into CSV to include activity for Contacts as well.

    5 votes

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15. Report columns for job type, service type, assigned...

    Add column options on the report to allow you to pull job type, service type, assigned to (PM) and subcontractor.

    5 votes

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16. Job Report should include approved estimates

    In the Job Report, you currently have the option to include the amount of the last estimate. However, that isn't necessarily helpful if the last estimate is not the one that was approved. You should be able to include the total of ALL approved estimates in order to get some perspective on the value of the project. Thanks

    2 votes

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17. Set a default display on the My Tasks dashboard report

    Would like to see the option to set the default for which Tasks are displayed on my dashboard

    2 votes

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18. All Closing-Ratio Reports are highly inaccurate.

    ALL REPORTS HAVING ANYTHING TO DO WITH CLOSING RATIOS (THE NUMBER OF ESTIMATES PRESENTED, DIVIDED BY THE NUMBER OF THOSE ESTIMATES THAT TURNED INTO A SALE) ARE HIGHLY INACCURATE.

    Your current report formulas correctly count all the estimates presented within the specified date-range, BUT, and this is the crux of the matter: it only counts jobs which were signed-up or became jobs during that same date-range, and ignores the jobs that were signed-up after the specified date-range of the report, even though they were originally estimated within the specified date-range of the report.

    Most contractors, including my company, do a consultative sale, meaning: we do our estimate and present it to the customer, and the actual sale usually happens 1 to 4 weeks later when the customer calls back to let us know they have chosen us to do their project and are ready to move forward. Sometimes these "go-aheads" happen 6 months or even a year later.

    For your closing-ratio reports to be accurate, they must ignore the DATE that an estimate became a sale. For example: Lets say a company's sales force does 100 estimate presentations in the month of April. Of those 100 estimates, 20 of them turn into sold-jobs within the month of April, and 20 more of those same 100 estimates turn into sold-jobs within the month of May, for a total of 40 jobs sold out of those 100 estimates that were presented in April, which is a very respectable 40% closing ratio. However, if immediately at the end of April, you look at the closing ratio for April, it would only be 20% because it would miss the 20 additional estimate-to-sale conversions that were yet to come in May. So if you wait till the end of May to run April's report, the report should show the true closing ratio of 40%, which is the ratio that I think we will all agree is the correct ratio in the above described scenario. I am sure we also agree that 40% is the number to use when evaluating the effectiveness of your company's sales-people and sales-process, for determining your marketing ROI, and for budget planning.

    However, 40% is NOT the April closing ratio that the JobNimbus report displays when you run the report in May, or if you run the report 6 months or a year from now. The report will always show a ratio of 20% because it only counts those 20 jobs that happened to be signed-up in the month of April and ignores the other 20 conversions that happened in May even though they were estimated in April.

    Currently, to get an accurate closing ratio report, I would have to:
    1) Create two separate reports within JobNimbus.
    2) Create and formulate an Excel spreadsheet.
    3) Export both of the JobNimbus reports.
    4) Copy both reports onto the Excel spreadsheet.
    5) Merge the two sets of data.
    6) Filter the data.
    7) Sort the data.
    8) Calculate the totals of all the data-sets.
    9) Calculate the closing ratio(s).

    Closing ratios are one of the most basic and important KPI's for any business, and are critical for analyzing and planning. Can you fix this?

    Greg Flury
    ABC Roofing, Inc.
    Greensboro, NC

    ALL REPORTS HAVING ANYTHING TO DO WITH CLOSING RATIOS (THE NUMBER OF ESTIMATES PRESENTED, DIVIDED BY THE NUMBER OF THOSE ESTIMATES THAT TURNED INTO A SALE) ARE HIGHLY INACCURATE.

    Your current report formulas correctly count all the estimates presented within the specified date-range, BUT, and this is the crux of the matter: it only counts jobs which were signed-up or became jobs during that same date-range, and ignores the jobs that were signed-up after the specified date-range of the report, even though they were originally estimated within the specified date-range of the report.

    Most contractors, including my company, do a… more

    6 votes

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    0 comments  ·  Sales Reports  ·  Delete…  ·  Admin →
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19. Ability to run Report on all jobs and how long they stayed in a certain status

    For example: We want to know on average how long jobs are staying in QC Inspection status.

    Right now, I can report on the jobs specifically in that status, but I want a way for even if they are not in the status currently.

    Basically the length of time between status changes. (Which I know you can see when you go into a job's system activity - but I want to run a report on this).

    21 votes

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    2 comments  ·  Custom Reports  ·  Delete…  ·  Admin →
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20. More Bulk Edit Options for Reporting

    Would like to bulk edit any type of information for a custom report. I.E., if doing a custom contact report. All of the fields that do not make a customer unique should be bulk editable. Currently you can edit the assignee, sales rep, status, and type of contact. But you can't edit bulk edit things like the location or the lead source.

    18 votes

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    0 comments  ·  Custom Reports  ·  Delete…  ·  Admin →
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