REPORTING – JOB PROFIT & SALES STAFF

  • Job reports (examples)
    • Lost, proposed not sold, active, closed
    • Job profits – estimated vs actual, by job, project type, detail & summary
    • Sales Analysis – by job, project, 3 year comparison
  • Sales staff reports (examples)
    • Proposed jobs not sold (for call-back)
    • Sales close ratios
    • Sales with GM$ and GM%
    • Sales commissions
  • Marketing
    • Lead Source – Customer / Job
    • Personalized direct marketing program – postcards, web
  • Others
    • Installer schedule
    • Insurance & safety compliance dates
    • Customer, supplier, installer contact lists
  • RW Reports
    • Create reports on anything in data
    • Multiple store reporting

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