Latest updates from the Dubsado team
Originally posted: April 30th, 2019
Phase 2 of project reporting has launched. With this feature launch a new charts page is added. This will allow you to see how many of what type of inquiry are done within the X amount date range.
The new page for this feature can be found under REPORTING >> PROJECT BREAKDOWN
Within that page, you will see some added charts to show the number of inquires you are receiving over a period of time. If you are using a custom date range on the PROJECT BREAKDOWN page, it must be at least a 7 day date range.
If you would like to only filter by a source you can as well. In REPORTING >> PROJECT BREAKDOWN click FILTER on the right side of that page.
This is the number of projects that you have brought in on a per week average. This only accounts for those projects you brought in WITH sources. It will not count any projects / leads brought in without a project source. If you haven't yet, start adding in those project sources to your lead captures or questionnaires so you can start generating those metrics.
This is the net income from the selected project sources. It accounts for all invoices and expenses on those projects with that project source.
If you would like to export this report you can do so on the PROJECTS page, click FILTER, choose your sources and then export:
To learn more about Project Sources and setting them up on your Dubsado account here.
As time goes on, this page will be added to with more metrics and deeper insights to your lead to booking to closing conversion.
Any questions, feel free to email or chat us and we are happy to help!