JobNimbus Feedback

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Dashboard & Reports

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  1. Readily Show "Value" of Pipeline and Individual Contacts/Jobs (Boards, Details)

    I used other CRM's and the one thing that I liked about about one in particular is that they showed you on the home page, exactly what dollar amount your pipeline was at. We shouldn't have to generate a report to see that. The whole reason we use a CRM is to stay organized and track the sales process... what a better way than to visually see what you have sitting in there.

    5 votes
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    Viewed  ·  1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  2. Lead Source Report - Filter by Sales Rep

    Ability to create report that gives summary of # of leads by source (all sources) and charts of the same. Also give the option to include all team members or individual team member.

    5 votes
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    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →

    You can see number of leads, sold rates, and see charts using the Sales/Jobs Lead Source reports.

    For seeing specific team members, the only way at present is through the Contact/Job reports filtered by team member, and then you can export to Excel for further filtering and visualization. In general lead sources are more of a company-wide metric and don’t usually change from sales rep to sales rep. In most cases, a sales rep will sell just as many from one lead source as another sales rep will.

    Are you finding that your sales reps are having different sales numbers based on the source of their leads?

  3. Sort by Days In Status

    When I include the "days in status" on a report, I am not able to click on the header to sort by it.

    6 votes
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Improvements to Reports (Charts & Graphs, reorder, etc)

    The UI for reporting is painful.

    Can we, for example -


    • Utilize the full screen real estate?

    • Be able to customize the reporting page? For example be able to reorder reports?

    • Can we customize the built-in reports?

    • Can we add graphs and charts in custom reports?

    14 votes
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    Viewed  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Improved Reporting

    Would love to see the following improved with reports...
    - Ability to report on estimates and invoices together (currently I need to run them separately then do a vlookup to link)

    -Include additional customer level data on the estimate/invoice reporting, particularly customer status.

    -Exporting - any numbers are exported as text fields, and if it's a currency field, it also exports the dollar sign. Which means I need to remove all the $ signs and convert each into a number so I can sum the numbers.

    Thanks!

    13 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    Would you be able to submit these as individual requests? Let’s use the first one for this (I’ll update this ticket after you submit the other two) and do individual requests for the other two. That will help us gauge and engage each individually.

    Thank you!

  6. Print out a complete customer profile.

    It would be nice to have the ability to print off an entire customer profile including notes, attachments, budget and work orders. It would be nice to give our subcontractors a report that outlines all the customer interaction, pictures and tasks created within JobNimbus.

    5 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    Have you tried using the “Share” option to share to your Subcontractors? This would give them a live link where they’d be able to go in at any time to see the current customer profile with contact info, status, attachments, notes, etc. available to them.

    If you haven’t tried that, please give that a try and see if that gets you want you need!

  7. Budget Report Filter By Sales Rep

    would like a way to filter the budget reports by salesmen

    3 votes
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    Viewed  ·  1 comment  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Live Leaderboards

    Our team would like to be able to see each other's performance in real-time. Who has the most leads, closes, etc.

    9 votes
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    Viewed  ·  2 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Sort by Status Order in Workflow

    When creating a workflow report, it's often best to group the results by status (which is easily done, thank you!). However, the sequence of the workflow (or the order in which the status is inputted into the report) should be preserved.

    Right now we're seeing later stages of the workflow first, because of the alphabetical ordering. (I've gotten around it by numbering my workflow, but it's an extra step I'd rather avoid.

    7 votes
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Inter-Related Reports / Deep Reporting

    For example, I wish I could create an invoice report and filter it by the contacts "job status".

    • Email Address on Job reports
    • Contact number on Job report
    • Job number(s) on Contact report
    • Contact/Job Type Filter on Estimate & Invoice reports
    • Job Status on Task Report

    46 votes
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    Viewed  ·  29 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Folders for Reports

    Report folder to categorize make a lot of reports easy to access.

    8 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Print-Friendly Reports / Export to PDF

    Once a report has been run, there needs to be a 'print all' button that generates a single printable webpage that contains all of the results in the report. For example. if the report had 322 records in the result set, the print version webpage should have 322 records in it and when printed, look formatted for A4 page(s).

    66 votes
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    Viewed  ·  15 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Note(s) Column on Reports

    Be able to add to a report "last 2 notes" or "notes in the last week"

    8 votes
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    Viewed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Scheduled and emailed reports

    For example you can create a report and have it run and emailed to a desired email every Friday

    15 votes
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    Viewed  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Duplicate Report/Save Report As

    Ability to take a custom report and save as or duplicate, that way if you want a similar report with some of the same filters and columns you can easily make it without having to create a report from scratch.

    Replicate a report or copy report.

    24 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 18 votes
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    1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  17. Collapsible Dashboard Items

    When I go to DASHBOARD, it defaults to MY TASKS, no problem with that, MY TASKS shows a list of minimum 10 tasks, but, it's still very long on my page. Please make the categories collapsible. Refer to my screenshot --> https://www.screencast.com/t/MMdsO6NdVJVv

    4 votes
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    Viewed  ·  1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  18. Admin Dashboard - Tasks, Projects

    A dashboard for Admins or specific high levels that gave you information on all tasks / projects for all people on your team. Filterable options make it easy to see different information. Specifically shows overdue tasks and allows for a quick click to see the details on outstanding items. Love this dashboard idea.

    3 votes
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    1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →

    This dashboard looks pretty good! I will say, admins can already see the information you mentioned on their dashboards by creating reports and then customizing their dashboards to show those reports there.

    If you need help setting this up, our support team can help! Just email support@JobNimbus.com and they’ll get right on it.

    …but we can do better with how the dashboard is laid out and how it presents info before you set anything up. I’ll pass this on to our dev team so they can add it to the ideas they already have for improving the dashboard. Thank you!

  19. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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