Sales Reports That Help Contractors Win Customers

In this article of our Reporting Metrics series, we’ll take you through three essential sales reports for contractors that JobNimbus Co-founder Ben Hodson recommends to all our customers.

“Knowing your sales numbers can be fairly easy for your first few contracting jobs, but it gets more complicated quickly as you add additional team members, customers, and services. That’s when it can be easy to lose visibility on what is going on with your sales team and workflow, and yet, for sustained growth, it’s also when you need that visibility the most.”

With these reports, you’ll have greater visibility on what’s going on with your sales team and the goals you’re trying to achieve.

Why Visibility on Sales Numbers Matters

Still, in your busy day running your contractor business, it can feel overwhelming at first to think of also fitting in consistent sales reporting. Don’t worry. This is all really straightforward in JobNimbus.Not a customer but want to give it a try? Get the 14-day free trial here. Because our software is both a project management and CRM tool, it’s just a matter of displaying the data you already have in a few different ways: Lead SourceSales Pipeline + Close Rates Per Sales Person, and Tracking Commissions. It’s easier than it might sound! Let’s jump in.

1. How to Run a Lead Source Report

Understand where your leads come from in the context of other key information, like dates of the year.RUN THE REPORT:

  1. Select Reports – Sales Lead Source.
  2. Use the two filters and Current Status checkbox at the top of the report to customize the information. Note: Filters are simply drop-downs at the top of the Reports screen that allow you to narrow down your report to a more specific type of information. 
  3. Scroll down and click the arrows for additional detail on the information.

For more help with this report, check out our related Help article or the following video:

2. How to Run a Report for Your Sales Pipeline + Close Rates Per Sales Person

Keep an eye on your sales team’s close rates as well as their expected revenue for each lead in the sales pipeline, and more. RUN THE REPORT:

  1. Select Reports – Sales Pipeline.
  2. Use the three drop-down filters at the top of the report to customize your information (Location, Amount Field, and Date Range).
  3. Notice the Sold Rates on the right. These represent the Close Rates for each of your salespeople.

You can also scroll down on this report and click the arrows for additional detail. Also, notice the Current Status checkbox at the very top. Toggle this off to see historic data, or leave it checked to see data based on the current status of your customers and jobs. For more help with this report, check out our Help Resource for this report or the following video:

3. How to Run a Tracking Commissions Report

Get a quick view of sales commissions by team member for a certain date range. RUN THE REPORT:

  1. First, be sure you have commissions entered to different Customer records. Go to a Customer, then the Financials tab. For each project budget, be sure to enter the commission amount and other details.
  2. Go to Reports – My Saved Reports – Paid Sales Commissions.

We also have a video and Help Article for how to track sales commissions:

And There’s More! Additional Reports for Contractors

Sales reports are just one type our team suggests for elevating your contracting business. As mentioned, this is part of an ongoing series, so we’ll be adding additional links below. In the meantime, please check out our custom training options for your business. We’ve helped thousands of businesses like yours reach and exceed their goals.

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Tickets Include

  • Hotel room
  • Unlimited food and beverages (including alcoholic beverages)
  • Transportation to and from the airport in Cabo
  • The event itself
  • Swag bag
  • Workbook
  • One-on-one time with specialists

Room Stats

Room Size | 522 FT² Consider this your all-access pass to excess, dripping in both luxury and ocean views. Available in king-sized or two queens – all featuring 300-count Egyptian cotton sheets.

JNSS Agenda

4:00 PM - Hotel Registration & Check-in

Check into your room, get settled, and prepare for the Welcome Party!

6:00 PM - Rooftop Welcome Party @ Los Gallos Mexican Restaurant

Join us at Los Gallos and start this summit off right! Drinks and hors d'oeuvres will be served.

9:00 PM - After Party @ Moonlight Lounge

Celebrate a day well-traveled with drinks, dancing, and good company.

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - A Look into the Future of JobNimbus

Special announcement from our CEO, Ben Hodson, about new solutions coming to JobNimbus!

10:15 AM - Mastering Your Boards

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

11:30 AM - Automation Domination

Powerful automations build a better business. Let JobNimbus handle the details so you have more time on your hands.

12:00 PM - JobNimbus Best Practices - Customer Panel

JobNimbus Best Practices led by current JobNimbus Superusers.

3:00 PM - Breakout Session #1

  • Creative Hiring @ The Red Pool
  • 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • Product Feature TBD @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • Build Reports That Get Results @ The Red Pool
  • Coffee Talk @ The Eden Pooll
  • Get Connected With Our Integrations @ Moonlight Lounge

7:00 PM - Dinner Party on the Beach

It's a party on the beach in Cabo! Dinner will be served in our custom dug-out beach area. Enjoy this unique experience!

9:00 PM - After Party @ Moonlight Lounge

Put on your dancin' shoes! Leveling up is hard, come let loose at the after party. Grab a drink and chat with great company!

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - The Importance of Company Values

Create more than just a job—establish a culture that no one wants to leave. Discover how to build your business around a core set of values.

10:00 AM - Leverage the Partner in Your Pocket

Learn about our new key features of our mobile app and what it can do to increase your team communication and efficiency.

10:30 AM - Get the Most Out of JobNimbus Integrations

See all the ways integrations can speed up your processes and help you grow your business.

12:00 PM - JobNimbus Best Practices

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

3:00 PM - Breakout Session #1

  • - 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • - Getting Your Team On-Board @ The Red Pool
  • - Simplifying Payments @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • - JobNimbus on the Go @ The Red Pool
  • - Establishing Team Commitment with Workflows @ The Eden Pool
  • - Product Feature TBD @ Moonlight Lounge

6:00 PM  - Crew Party @ Serrenade Terrace (Crew-members only)

Calling all Crew members! We have an exclusive tequila-tasting experience for you, and you guessed it—a cornhole championship!

7:00 PM - Awards Dinner @ Muse Terrace

A thank you dinner to recognize what matters most to JobNimbus: our contractors!

9:00 PM - After Party @ Moonlight Lounge

Saying goodbye is never fun. One last after party to get everyone together with drinks and dancing, of course.

8:00 AM - Breakfast with Execs

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - Simplifying Payments

Payments shouldn't be something to stress about. Let's break 'em down to simpler terms.

9:30 AM - **Special Announcement**

We are so excited to share this special announcement with our attendees! This is something you'll want in on from the front lines.

10:30 AM - Keynote Speaker

Special speaker TBA—stay tuned!

12:00 PM - EVENT END

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