by Emily Hughes, JobNimbus.
Knowing and using the specific reporting metrics contractors need to succeed can mean the difference between a short-lived and long-lived business venture.
Why? Because it’s the vantage point to see your business from, to get an accurate picture of what’s going on today compared with where you want to be in the future.
We know this from working with thousands of contractors who use our software day-in and day-out. Since JobNimbus is the hub you use to get things done, taking a few minutes to make sure you’re optimizing your use of these powerful reporting features is really important.
So today, we’re launching a series of how-to’s for several easy-to-run reports that could change how you see and guide your contracting business. Here’s an overview.
Don’t worry, reporting doesn’t have to feel like a black hole on your schedule. It can actually be pretty rewarding as well as simple to understand a few key metrics and how they apply to your company. It can feel like a celebration, once you get a sense of what these numbers mean, apply changes to your business as needed, and begin seeing better results.
Let me show you what I mean by sharing this overview of our team’s top recommendations for reporting metrics contractors shouldn’t do without.
Note: If you’re unfamiliar with the ready-made reports in JobNimbus, start here: 15 Simple Built-in Reports Every Contractor Needs in Their CRM.
JobNimbus Co-founder Ben Hodson points out the following key sales metrics:
We go into each of these reports step-by-step to help you know exactly how to get the most from them: Essential Sales Reports That Help Contractors Win Customer and Make More Money.
Training Manager Ronnie Smith has seen the following metrics help contractors elevate their business workflows:
Details coming! We’re rolling this out as part of a series of resources, so we’ll link this article to how-to’s in the coming weeks.
Brad Hodson in Sales, Marketing, and Support helps businesses understand why visibility on financial metrics is key:
Again, we’ll be posting step-by-step instructions for these reports in the future. Stay tuned!
Knowing the numbers and getting more comfortable with reporting is like a bird’s-eye view on your customers, team, and company. Not looking at these important numbers is not a business strategy–it’s just denial!
We hope this series will help break habits that aren’t doing you any favors, by bridging information gaps and helping you align the day-to-day realities with your ultimate vision for the success of your business.
It’s doable!
And remember, JobNimbus is unique. We keep our CRM and project management software simple, then give our users the power to customize and supercharge it, and that includes key reports like these. So jump in with this guide series when it’s ready, or reach out for additional training options as needed. We’re here to help!
Check out our training options here.
Learn More About JobNimbus Roofing Software
Read, Listen or Watch on demand to learn more about starting to use software automation and how you can leverage technology to improve your business.
Source: JobNimbus.
Comments
Leave a Reply
Have an account? Login to leave a comment!
Sign In