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"The new Sales Reporting Dashboard Reports provides insight into your data within JobNimbus. You can quickly and easily see your sales, lead sources, and top performers. While you still have the option to create any custom reports you need, the Sales Dashboard provides a visual snapshot of your complex data.\n\n\nWorkflow Staging \n\nBefore utilizing the new Sales Dashboard Reports, make sure your workflow staging is set up and ready to go. JobNimbus comes with a default process for new companies, but you can customize your own statuses and their stages. If you have an existing JobNimbus account, you will need to review your current stages and make some small updates.\nYou can access and update your workflow staging in Settings → Contact / Job / Workflows. You must have account permissions to access Settings.\n\nWhat are stages?\n\nStages are assigned to every status in your workflow and indicate the “stage” of the process. These stages are then used to capture data for the Sales Reporting Dashboards.\n\n\nEvery status in your workflow should be assigned a relevant stage and be placed in a linear order.\n\n\nIf you’ve been with JobNimbus for a while, you’ll know that stages replaced the ‘Is Lead’/’Is Sold’ feature, which tracked your Sales and Job Pipeline Reports. Workflow stages expand on the same concept but allow for more comprehensive visual tracking. No longer do the contacts and jobs have to flow through statuses for this data to be captured!\n\n\nWhat stages are there?\n\n\nLead: The start of your relationship with your customer.\nEstimating: An inspection or estimating status, where you’ve made contact and possibly submitted your estimate to your customer, but not quite sold your work yet.\nSold: A stage that indicates you’ve either gotten your down payment, or money has changed hands, or a customer has signed a contract agreeing to the work.\nIn Production: The work is currently being done.  Either you’re gathering the materials for the work, or currently in the process of doing the work.\nAccounts Receivable: The work is done and you are awaiting payment.\n\n\nAn example of what your stages could look like: \n\t\t\t \n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tTo view your stages, go to Settings → Contact / Job Workflows.\nTo update or change your stages, click on the three dots to the right to edit and choose a different stage from the dropdown menu.\n\t\t\t \n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tOnce you’ve made your change, hit “Save Status.”\nBefore jumping into the Sales Dashboard reports, make sure you are happy with your workflow staging for contacts and jobs. Some of the Sales Dashboard Reports rely on calculations made when the Contact/Job is created or the Contact/Job enters the “Sold” stage.\n\nWorkflow Display\n\nBy default, “All” workflows will display within the Sales Dashboard Reports. You can select specific workflows for contacts or jobs within each of the reporting widgets (we’ll get to that soon!). Make sure each of your workflow types has been updated to include Stages (in Settings) if you want to view that workflow in your Sales Dashboard Reports. If you do not have multiple types of workflows, the workflows dropdown will not display. Supplier, Subcontractor, and Adjustor workflows do not display within the Sales Dashboard Reports and are not included in the default of “All.”\n\nHow to See the New Built-in Reports\n\nYou can view and edit the new Sales Dashboard Reports by clicking the ‘Sales’ tab at the top left of the Dashboard. If you’re in Settings, get back to the Dashboard by clicking on your company logo in the top left-hand corner.\nThe Classic tab will give you your original dashboard of tasks, contacts, jobs, and any other reports you added via customization. The Sales tab will show you the brand new Sales Dashboard Reports.\n\t\t\t \n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tSales Funnel Report\n\nThe Sales Funnel Report uses three stages: Lead, Estimating, and Sold. The report uses the workflow staging you just set up to show the number of contacts or jobs in those three stages. The calculations on Contacts or Jobs are based on the date they were originally created. You can toggle between viewing contacts or jobs by using the dropdown in the top left-hand corner.\n\t\t\t \n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tBy the Numbers:\nThe Sales Funnel Report tracks the total count of contacts or jobs in the current Lead, Estimating, and Sold stages. \n\nLead Source Report\n\nThe Lead Source report will allow you to see which lead sources bring you more value. It tracks the number of leads you receive, how many of those leads are sold, and the overall sold rate compared to your other lead sources. As a business owner, this will allow you to see which lead sources are of better quality because they have higher close rates.\nA date range can be set using the dropdown option in the top left-hand corner. You can view either a fixed time period or set a custom date range.\nLead Sources:\nLead Sources can be added in Settings → Lead Sources\n\t\t\t \n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tYou can then add that lead source to the contact or job.\n\t\t\t \n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tBy the Numbers:\nThe Lead Source report is based on the date the contact or job became a lead.  The total number of leads for each contact or job lead source is captured (blue). Once the contact or job enters the “Sold” stage, it is again captured (green).  The total count of leads (blue) is then divided by the sold count (green) to come up with the sold rate (red).\n\nRevenue Rate Leaderboard\n\nThe Revenue Rate Leaderboard will allow companies to see which sales reps are bringing in the most revenue.\nThe Revenue Rate Leaderboard tracks the total dollar amount of estimates that have been ‘Approved’ or ‘Invoiced’  for each individual sales rep. If a sales rep has several contacts or jobs in the sold stage, but none of the contacts or jobs have estimates, the sales rep will not display in the results. \nTo update the status of an estimate, you will go to the contact or job that the estimate record is stored under → Click the ‘Financials’ tab → Click the ellipsis (‘...’) → Mouse over ‘Change Status’ and chose the status you want to update to manually, or by converting to an invoice.\n\t\t\t \n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tA date range can be set using the dropdown option in the top left-hand corner. You can view either a fixed time period or set a custom date range.\n\t\t\t \n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tBy the Numbers:\nThe Revenue Rate Leaderboard is based on the date the contact or job enters the sold stage. It only captures the total of the estimates that are in the 'Approved' or 'Invoiced' status for the date range selected. The Draft, Sent and Denied status of an estimate is NOT included in the totals.\n\nSold Rate Leaderboard \n\nThe Sold Rate Leaderboard will allow managers and owners to see the number of deals the sales reps are closing by count. Dollar amounts are captured in the Revenue Rate Leaderboard report.\nThe Sold Rate Leaderboard tracks the number of contacts or jobs for each sales rep for those that are in the Sold, in Production, and Accounts Receivable stages.\nA date range can be set using the dropdown option in the top left-hand corner. You can view either a fixed time period or set a custom date range.\n\t\t\t \n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tBy the Numbers:\nThe Sold Rate Leaderboard uses the date the contact or job reaches the sold stage. It displays the total count from the contact or job for each Sales rep.\n\nAverage Deal Size - Sold\n\nCompanies need to understand this in order to project revenue and track the health of their pipeline. If a company has a new revenue target of $900,000 and their average deal size is $90,000, then you would know that you should aim for 10 deals. Based on the historical metrics, you can then determine how many deals are needed to have at each stage of the sales process (or funnel) and at what time. This allows you to forecast if you are on target or need to step up in a certain area of your funnel.\nThe Average Deal Size - Sold Report averages the total amount of estimates that are in the “Approved” or “Invoiced” status for contacts or jobs when they reach the Sold stage.  \nA date range can be set using the dropdown option in the top left-hand corner. You can view either a fixed time period or set a custom date range.\n\t\t\t \n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tBy the Numbers:\nThe Average Deal Size Report is based on the date the contact or job is moved into the sold stage. Once a contact or job is “Sold”, all of the estimates in the \"Approved\" or \"Invoiced\" status are totaled up. That number is then divided by the total number of contact or job estimates. \nFor example, sales rep closes 2 deals, one at $80,000, another at $100,000. The average deal size is $90,000. The more sales made, the more that number will go up and down.\n\t\t\t \n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t \n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tIf you want to try out the new Sales Dashboard Reports you can! Go join the beta if you already have an account and if you don't have an account with us you can start a free trial (no credit card required)."
<https://www.jobnimbus.com/blog/2019/10/03/sales-dashboard-reports/>