Sales & Marketing Reports
We bet you’ve never had data like this before.
- Use dashboards for daily summaries on estimated work and what jobs are sitting in the sales pipeline.
- Ensure you’re on track to hit your sales goals and identify work types that are excelling or falling behind.
- Generate estimate item cost reports to forecast labor, equipment & materials requirements for work that’s been won.
- Make better decisions on whether you should be buying or renting equipment.
- Generate reports on closing rates to see if sales reps are beating their sales goals.
- Break down reporting by divisional sales revenue.
Marketing
- Export specific contact information to market discounts and promotions to your customers.
- Curious to know if your truck branding or job site signs are working to gain more customers? Using referral reports, you can analyze which marketing channels are working or not.
- Tag your customers and leads so that you can analyze your customer base and target marketing to them.