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Source Data for Metrics

The ability to pull data showing a list of appointments, jobs, etc. that the Metrics are pulling from.

Status: In Progress6 comments

This request was merged into another request

Comments6

  • Jacob Kasmarcak

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    Jan 31, 2025

    Definitely Need This

  • Dan Hendrick

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    Aug 14, 2024

    Currently closing ratio by source ads up 15 jobs sold where as Sales by source for the same date range ads up 25 jobs sold, so dev team needs to check and fix this, thanks

  • Mike Powers

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    Apr 9, 2024

    It is crucial to analyze data, detect trends, anomalies, and discrepancies, and access source data. These metrics help understand customers, optimize sales and marketing strategies, and drive business growth.

  • Anonymous User

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    Mar 27, 2024

    Yes please!

  • Raelynn Radway

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    Feb 27, 2024

    Yes! Also having metrics broken down by job product type (interior, exterior, cabinet refinishing, etc.) would be great.

  • Brenda Templin

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    Feb 26, 2024

    It is very important for us to be able to see the metrics by salesperson to know if they are on target.