Sales Insight at Your Fingertips

By JobNimbus.

Each of the five new reports is designed to help you compare performance and increase revenue.

JobNimbus is excited to release the new Sales Dashboard Reports feature to help business owners, sales managers and reps easily see their sales, lead sources and top performers at a quick glance. This new feature was made available on October 6, 2020 on all JobNimbus accounts at no additional charge!

Customers told us what they wanted, and we listened. “Sales managers often tell us how critical it is for them to constantly monitor the performance of their sales teams and identify potential problems as early as possible. Our sales reports make it easy to identify opportunities for improvement so you can grow your business faster,” explained Jason Wood, CPO of JobNimbus.

The Sales Dashboard Reports was a highly requested feature from the JobNimbus user base. With this new dashboard, users will be able to see the results for Contacts/Jobs that they have access to in a specific workflow stage (Lead, Estimate, Sold, In Production, etc.). The reports pull data based on Estimates, and display a live visual snapshot of the user’s complex data. They are customizable by specific workflow, sales rep, date range, or location.

Each report was thoughtfully designed to help users compare performance and increase revenue. The Sales Dashboard currently consists of five different reports:

1. Sales Pipeline report

2. Revenue Leadership - Sold report

3. Average Deal Size - Sold report

4. Deal Leaderboard - Sold report

5. Lead Source report

Learn More About JobNimbus Roofing Software
 

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