Scorecard Reporting

$ extras proposed crm > reports > estimates by stage select date range this report shows reports sent in the date range (beware of duplicate entries) $ extras approved crm > reports > won estimates by service set date range export to excel and separate monthly jobs won create totals for the maintenance monthles won and everything else won this report will shows won estimates in date range (beware of duplicates) monthlies approved see "$ extras approved" step 3 total goal hours set goal hour report in dispatch board to whole month make sure there are no "0" value budget times create percent from totals at bottom \# of leads contacted crm > reports > leads > new leads report set date range count total new leads total billed accounting > reports > revenue reports > invoice audit summary set date range report total minus sales tax