The three most used reports in SingleOps
December 28, 2020
In a recent Green Industry Perspectives Podcast Episode, Jeffrey Scott shared how Green Industry Business owners and leadership teams must become data scientists regarding their company’s numbers.
Numbers don’t lie. The numbers behind your business can tell you where you’ve been, where you are, and give you direction on where you should go in the future.
Reports in SingleOps provide users with valuable insights about their business and making the process of becoming a data scientist a bit easier.
Although there are over 30 standard reports your team could be using in SingleOps, here are the three our customers use the most.
Payment Records Report
Coming in at the third most used report in SingleOps is the Payment Records Report. This report allows you to keep track of all payment records and refunds and be filtered by date and operation.
Knowing the financials behind your business is crucial. The Payment Records report is a one stop shop for the status behind all payments coming into your business.
Are you not using the Payment Records Report? View this brief knowledge base video to get started.
Coming in second place is the Jobs Report. Once a lead, proposal, or job has been created, the jobs report allows you to check all Leads, Proposals, and Jobs or Visits’ status.
The Jobs Report enables SingleOps customers to have timely information on the status of any job to ensure that their teams and projects are staying on track.
Learn how the Jobs report and the jobs management page in SingleOps can provide your team with timely information on your business by reading this knowledge base article.
Sales Rep Report
And the most used report in SingleOps is the Sales Rep Report. This report gives you a snapshot of how your sales team is performing.
Any business needs a good sales team. The Sales Rep Report gives you the information you need to evaluate the success of your sales team, and double down in areas that are working.
Want to start using this popular report? Get started by watching this brief video.
If this blog post sparked your curiosity about reporting in SingleOps, check out the SingleOps Help Center for more information on reports.