sales & marketing reports - restoration manager university
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Sales & Marketing Reports
Revised 10/27/2019 1 | Page
All Reports can be run off Status Active, Inactive or Include All (if applicable) Each report has a Data Export option that can be selected at the bottom of the report criteria page.
Reports→ Company→ Company Correspondence Summary
Reports→ Marketing→ Referral Source Accepted = an Estimate amount has been applied against the job, this doesn’t mean the job has been sold.
Sales & Marketing Reports
Revised 10/27/2019 2 | Page
Reports→ Marketing→ Lead to Sale Summary Pulls the Estimate amount applied on the job where the Job Progresses equals ‘In Production’ (Example: WA/Contract Signed, In Production, On Hold, Work Completed, Invoiced, Collections, Paid in Full, etc.). Note: This can be determined by the Administrator of the application by going to Settings→ System Setup→ Settings→ Job Settings; Job Progress.
Reports→ Marketing→ Marketing Report
Sales & Marketing Reports
Revised 10/27/2019 3 | Page
Reports→ Marketing→ Sales Calls Column (You can select the four (4) Correspondence Types you would like included within this report, please submit your request to our technical support department – [email protected]) Note: The Yearly Goal will only display if the Administrator of the application has set this up. If they haven’t, they can set this up by going to Settings→ System Setup→ Employees→ click on the employee record then go to the Personal Information tab→ Yearly Sales Goal.
Reports→ Marketing→ Sales Results Referral Source
Sales & Marketing Reports
Revised 10/27/2019 4 | Page
Reports→ Marketing→ Sales Activity
Reports→ Marketing→ Marketing Contacts
Sales & Marketing Reports
Revised 10/27/2019 5 | Page
Reports→ Marketing→ Marketing Inactivity
Reports→ Production→ Company Recap Detail Report View
Sales & Marketing Reports
Revised 10/27/2019 6 | Page
Summary Report View
Reports→ Production→ Pipeline
Sales & Marketing Reports
Revised 10/27/2019 7 | Page
Reports→ Production→ Work in Progress (WIP) Detail Report View
Summary Report View