Anonymous
My feedback
2 results found
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34 votes
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
An error occurred while saving the comment Anonymous
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17 votes
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!
Anonymous
supported this idea
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An error occurred while saving the comment Anonymous
commented
I too would like to vote up reporting improving. As the person said above, being able to link estimate fields like "estimate date" into jobs reports for sales numbers. I would also like for all of the custom and built in fields to be able to be reported off of.
Also the ability to report "quoted" jobs even after they are moved to sold. So currently we can not view a report that shows us the amount of "quoted" in a month vs "sold." If you quote and sell a job in the same month then it is complicated to back into the amount of dollars that were quoted in a given month.
Pipeline reporting for the sales function would be great as well. For example being able to identify "hot" "cold" "warm" etc. leads outside of having to hit "edit" first would be awesome.
I am going to do a separate post for this one as well, but dashboards for reporting, the ability to condense/count/sum, data in different ways, and the ability to see more then just 100 lines of data per page are all big ones.
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Fantastic! I'm pumped to hear that. JobNimbus is a really great program in a lot of ways and honestly much better in many ways then a lot of the construction CRM software that is out there. If the reporting and dashboard capabilities were beefed up it would really be a top of the line CRM product. I'm excited to hear that this is a direction that you guys are planning to go. Hopefully soon! Fingers crossed!