JobNimbus Feedback

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Dashboard & Reports

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  1. Split Related Contact and Related Job Info into two separate columns on reports rather than together as Related Records

    By keeping them together you are unable to group things like invoices into together by contact. How else are we able to look and see how much business we have done with a specific contact?

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Most Recent Note column in Reports

    At present, reports can include Most Recent Invoice, Estimate, etc. Can you please most recent Note as a column? It would help to create a report that we can see most recent note in activity.

    10 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Work Order on Dashboard

    It would be nice to display my work orders on the Dashboard because I don't always create an estimate. Sometimes i give a client a verbal estimate and get an approval and sometimes they say just do it...

    2 votes
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    1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  4. Select what Estimates are used in reporting

    Right now, only the newest estimate is what is included in reports. But this skews our information greatly as we may have different estimates for the same project. As a fence company we may have temporary fencing that gets bid early on in a project and then we have a separate number for permanent fencing or railing that would be a separate estimate. We also get government contracts that require us to submit each product/service as a separate estimate. But if we list them separately in our Job Nimbus Estimates, then in reports, we aren't getting all of the data…

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to set a start page per user such as a specific Board

    Ability to specify a starting page within JobNimbus. Some want it to be a particular Board.

    1 vote
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  6. Edit fields shown in report

    Any record showing a field should be able to edit that field.

    Example: making calls and changing status' on records shown in the report. Then you can refresh and continue working!

    Example: Adding and modifying addresses in records on report.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. 2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Commissions/Budget Report (Needs Column Customization Options)

    I need the option to create a commissions report with options to customize columns, as I would with a contact report.

    Currently, on the "commission" or "budget" reports, it does not allow me to add custom field options to identify who the lead setter was who sold the job and who the sales rep was that sold it. Additionally, the commissions report is lacking the back end calculation that the budget does as well.

    We would like to streamline this process so that we can avoid human error.

    3 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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…

    7 votes
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    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Improve Sales Pipeline Report

    Would love to see a Sales Pipeline report that shows the total amount invoiced for a month, regardless of status, or if it's marked as sold, because we have potential clients who pay for a consultation, but decide not to hire us. Would also like to see the total amount of payments received in the month. It would be great if we could duplicate the out of the box reports and then customize them.

    4 votes
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    Viewed  ·  0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. My Tasks on the Dashboard

    Currently as you complete tasks under the My Task feature on the dashboard you can only select one at a time. Idea is to make an option where you can mass select tasks that are completed and mark as completed at once kinda like when you go through your emails. Be able to select numerous tasks and mark either completed or even select a high importance tab.

    1 vote
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  13. Note Report for customers

    We are able to customize reports for almost anything EXCEPT including 'notes' in a contact report, or an activity report that includes 'assigned to' option. Created by and assigned to are almost always different in our company. If you can at least add a 'notes' in the drop down for adding a column, would be perfect!

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Dashboards for KPIs

    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!

    24 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This is where we’ve always wanted to be with our Dashboard, but many of the graphics and other elements have been de-prioritized when compared to other features.

    This is a big effort but one that we wholly endorse and will be working to get this implemented into our web and mobile apps as soon as we can!

    Stay tuned for more updates!

  15. Paid Commission breakdown for each commission line item

    The option to see partially paid commission on the commission report. We have 3 commission line items and the commission will only show as paid if all 3 line items have been marked as paid

    1 vote
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    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. an option to remove the time from date created on reports

    I want the option to remove the time created from reports.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Field "Date Sold" available to other reports

    Please make the "Date Sold" field that is used in the Jobs Pipeline Report available to use in other custom job reports

    3 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Shared Dashboards

    I organize our system development and automation for our growing company. Nimbus has a great system of using reports on dashboards to show a daily workflow. I would like the ability to modify other user's dashboards to reflect the information they interact with. Perhaps this could even be saved as a template and applied to a user.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  19. 4 votes
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    1 comment  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Status display on Action Required

    Maintain and Display previous status of the job when changed to action required. Currently, if we change a job to action required, we are forced to read the entire activity history to know what's going on.
    if very frustrating we are forced to write everything down on the description of the job, and opening and working in that little window is impossible, also I've requested to please allow us to Bold and put red writing on description to easily locate data.
    please allow us to work decently, is causing us a lot of problems time wise, and we are constantly…

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
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