CSR Scorecard Report
Is there a report available that will allow me to export the information from the CSR Scorecard?
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Posts
Help Wanted for a BCN Video
I'm working on a video about reporting, and I want to build out an example custom report as part of it. If you have an idea for a custom report you'd like to see built, put it in the comments! The more detail you can give me about what the report's p...
Main Zone vs All Zones
Found a weird data set that makes no sense. We rely heavily on Zones as we serve a very large area. Technicians cross over regularly. Reporting is centralized to three markets and so I appreciate the ability in a technician profile to differentiate a...
Conversion and Revenue by Job Type
Hi everyone - We are having inside sales do lead setting on replacement opportunities where the technician did not turn it over (set the lead). I want to see how those jobs perform compared to our marketing leads or technician turnovers .My idea is t...
Resolved! Combining Campaigns by categories
Is there a way to combine campaigns by category? For example, is there a way to add all of our magazine campaigns under the "Printing Advertising" category? If not, does anyone have recommendations to organize (clean up) our campaigns without getting...
Budget vs Actual Report
I absolutely love the Budget vs Actual widget under the financials section of the Project page. I've spent a good deal of time getting our labels just right where it gives a simple but detailed breakdown of our job costing report. The downside, howev...
Marketing Campaigns Overtime
I would love to see a visualization in dashboards to view KPI's overtime, we are specifically trying to track Total Job Average per campaign overtime. I have tried to do it in excel but it is a lot of manual information that needs to be input. Any he...
Feature request: "Payment Deleted" indicator column in All Payments template
Hi all,Hope this post finds you well. I wanted to gauge the community's interest in the following feature.The All Payments template includes a checkbox to "Include deleted payments". This is great since it gives us oversight to payments that are bein...
Office sold by estimates not moving over to invoice or reports
When our office follows up and sells an estimate and marks the estimate sold by the office employee the information does not move onto the invoice or into any reports as sold by the office employee. We spiff our office on follows that were not sold o...
Reporting is Inaccurate and Causing Issues for Our Company
Hello. Why do the report templates produce different results for the same information?Example: Using the BU template, sales can show $10,000, but if you use the estimate template it can show $15,000 for the same date range.No matter which template, i...
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Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 10-28-2024 12:02 PM | ||
| 10-24-2024 09:01 AM | ||
| 10-16-2024 10:59 AM | ||
| 10-16-2024 08:10 AM | ||
| 10-11-2024 07:12 AM |
