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 is available on October 6, 2020 on all JobNimbus accounts for free.
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Reports are a heavily used feature in JobNimbus, with 58% of accounts visiting the reports page. The Sales Dashboard Reports was a highly suggested 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:
- Sales Pipeline report
- Revenue Leadership – Sold report
- Average Deal Size – Sold report
- Deal Leaderboard – Sold report
- Lead Source report
“As a business owner, it’s important to understand your work volume and the revenue coming into your business. The sales dashboard reports let you track that so you can make informed decisions and reach your business goals.”
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