Hello, I noticed in the report that the close rate is showing as 60% for a case where I have 14 Total Jobs Booked and 8 Opportunities Booked. Based on logic, the Close Rate should be calculated as:function calculateCloseRate(closedOpportunities, sale...
Anyone not seeing office sales for won estimates on Dashboard Sales? They are not coming up under Report either. All my business units are turned on. I can find the original approved estimate and the completed job but the reporting is only showing th...
Is there a glossary that exists that shows all the explanation of the terms used on the modular dashboard? I have the download of the mobile scorecard sheet and it has the ones for that on it, but I am looking for a full glossary.
Where does the technician see their daily revenue goal that we enter into their profile? It says that they can see the goal.
I am looking for a way to build my custom dashboard from a report I am using. The issue I am running into is the way that all of the modules auto generate their calculations from, is not the same way that We calculate the numbers. Therefore, I still ...
Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2117When we are looking at company wide close rates and opportunity job averages, jobs created from technician leads double count. It would be nice to be...
Please vote for this idea if you like it and get your friends to upvote it as wellCOMMUNITY-I-2115Not all cancelations are bad cancellations, but it would be nice if the cancelations reasons could be differentiated for those you want to count on the ...
Wondering if there is a report or dashboard modual that can be created to show our accounting data on an accrual basis vs cash basis... Our dashboard does not reflect an accurate overview of the business since we have some services that are billed an...
Is it possible to automatically check the non opportunity box when creating a sold job? I thought tagging it with a tag that has the "conversion opportunity" box unchecked would do this, but it doesn't appear to be working. We are looking to have acc...
