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Dashboard, Search & Reporting
Dashboard, Search & Reporting
Use built-in tools to track sales team performance and generate reports.
By Staci and 1 other
2 authors
16 articles
How to Export Your Contact List
Dashboard
Understanding Your Dashboard Metrics
Filtering on the Dashboard
Searching
How to search for an estimate
Reporting
Payment Reports
Financing Reports
How to filter estimates and export
Payment Request Reports
Tagged Estimates Report
Declined Estimates Report
Tag Summary Report
Options Accepted Report
Additional Work Report
Estimator Performance Report
Accepted Estimates Report
Integration Sources Report