Insights reporting to optimize your performance
Data can be overwhelming, but we make it easy. JobNimbus Insights is our new reporting tool, designed to give you quick visibility into your key sales metrics and drive accountability in your business.
Introducing Sales Insights
If collecting data feels like cardio, JobNimbus Insights is your new best friend.
Our new reporting tool gives your team visibility into the data that matters most with clear graphs and visuals that bring the numbers to life. Always have a pulse on the health of your business with the ability to immediately track:
- Lead flow: See how many leads are entering your system
- Lead mix: Find out where your leads are coming from
- Lead, close rate, sales volume (by sales rep): Get a 360° view of how each sales rep is performing
- Lead, close rate, sales volume (by lead source): Discover which of your lead sources yields the best results
- Lead, close rate, sales volume (by job type): Learn which type of job contributes the most to your success
A/R DASHBOARD
Track accounts receivable like never before
Know exactly where your money collection is at and keep cash flow at an all-time high with our A/R Dashboard in Insights.
This is your accountant’s new mission control.
Jobs Completed DASHBOARD
Learn more from finished jobs
We’ve introduced a new way to see your business’s performance using closed Invoice data. Now you can view completed job history and invoice totals by sales rep, job type, and lead source.
KEY reports for contractors
Make data-driven decisions
Data-driven decisions are key for business success. Without knowing important numbers, goals and direction become blurry. Know your numbers to empower your team and make the right choices for your company.
Lead Sources
Optimize your ROI
Get leads and close them . . . every roofer’s top priority, right?
With Insights, you can track how many leads are coming in and which lead sources have the highest ROI. Use this info to increase your lead-to-close ratio and decrease costs by investing in the sources that are top performers.
SALES COACHING
Manage & coach your sales team
Stalk your team’s performance! But in an acceptable, non-creepy way.
You can quickly filter specific stats for each sales rep on the Leaderboard dashboard. You’ll identify which team members are meeting their numbers and where some are struggling. Use these stats in powerful, action-oriented coaching conversations with your sales reps.
Keep on learnin'
See what Insights can do for you
Every owner and manager's favorite tool
Make better decisions, train the best sales reps, and invest your marketing dollars where they’ll make the most impact.
The numbers don’t lie—there’s a really good chance Insights will change your business for good.
