Business Operations Dashboard
This user would like a Dashboard in Roofgraf to report on sales and production metrics (leads received, deals won / lost, total revenue & expenses (profit/loss), roofs installed, etc
7
votes
AdminGeorge Copsey
(Product manager, Enphase Energy )
shared this idea
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Jon Gebbie
commented
export a list of completed jobs to give to my accountant? And a different list of jobs by shingle color for potential customers so they can drive by? How about reports of won jobs by city, or color, or brand, etc? Is any of that in the works?
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The dashboard could contain analytics data, graphs, and activity feed.
There should be an overview of the business performance and the team member performance. -
ivesviolaconstruction
commented
Ability to print out monthly reports of all cost and job details from one date range to another in Roofgraf for business, accounting and tax purposes.
