Sunday morning
7 items need attention
Emails
5 unread
Stalled Jobs
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Tags
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My Tasks
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Unread Emails
Client emails
Mike Thompson
7:42 am
Re: Roof estimate - ready to move forward
Hey Danny, we talked it over and we are ready to sign...
Sandra Kowalski
6:15 am
Question about the insurance supplement
I just got off the phone with my adjuster and she said...
JobNimbus alerts
JobNimbus JN
8:01 am
Note added - Anderson Roof Replacement
Jake Smith added a note: "Adjuster confirmed Wednesday..."
JobNimbus JN
7:30 am
Status change - Kowalski Siding
Job moved to Supplement Sent by Ryan M.
JobNimbus JN
6:55 am
Payment received - Williams Exterior
Final payment of $8,400 recorded on Williams Exterior.
Stalled Jobs
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Tags
My Tasks
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Revenue MTD
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Total revenue collected this month based on deposit invoices paid.
Jobs Sold MTD
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Number of unique jobs with a deposit invoice paid this month.
Close Rate MTD
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Jobs moved to Sold this month divided by total jobs created this month.
Stalled Jobs
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5+ days no movement
Active jobs with no status change in 5 or more days.
Open Leads
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Jobs currently sitting in a Lead stage.
My Goal %
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Your personal revenue vs your goal target for the period.
Team Calendar
Microsoft 365 calendar integration - coming soon.
Jobs with recent tags
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All stalled jobs
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My tasks
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My Calendar
Microsoft 365 personal calendar - coming soon.
Pipeline by Status
Lead
Estimating
Sold
In Production
Accts Receivable
Leaderboard
JH
Jake H.
$142,800 · 11 jobs
2
SR
Sarah R.
$118,200 · 9 jobs
3
MT
Mike T.
$94,500 · 7 jobs
4
AL
Amy L.
$72,100 · 5 jobs
Goal Progress
Revenue MTD
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Jobs Sold MTD
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Close Rate MTD
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lead to sold, this month
Lead to Estimate Rate
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YTD - active reps only
Estimate to Sold Rate
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YTD - active reps only
Lead to Sold Rate
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YTD - active reps only
Jobs Sold This Week
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Stalled Jobs
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Open Leads
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Revenue YTD
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Pipeline Value
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