sales & marketing reports - restoration manager university

Sales & Marketing Reports

Revised 10/27/2019 1 | Page

All Reports can be run off Status Active, Inactive or Include All (if applicable) Each report has a Data Export option that can be selected at the bottom of the report criteria page.

Reports→ Company→ Company Correspondence Summary

Reports→ Marketing→ Referral Source Accepted = an Estimate amount has been applied against the job, this doesn’t mean the job has been sold.

Sales & Marketing Reports

Revised 10/27/2019 2 | Page

Reports→ Marketing→ Lead to Sale Summary Pulls the Estimate amount applied on the job where the Job Progresses equals ‘In Production’ (Example: WA/Contract Signed, In Production, On Hold, Work Completed, Invoiced, Collections, Paid in Full, etc.). Note: This can be determined by the Administrator of the application by going to Settings→ System Setup→ Settings→ Job Settings; Job Progress.

Reports→ Marketing→ Marketing Report

Sales & Marketing Reports

Revised 10/27/2019 3 | Page

Reports→ Marketing→ Sales Calls Column (You can select the four (4) Correspondence Types you would like included within this report, please submit your request to our technical support department – servicesoftwaresupport@verisk.com) Note: The Yearly Goal will only display if the Administrator of the application has set this up. If they haven’t, they can set this up by going to Settings→ System Setup→ Employees→ click on the employee record then go to the Personal Information tab→ Yearly Sales Goal.

Reports→ Marketing→ Sales Results Referral Source

Sales & Marketing Reports

Revised 10/27/2019 4 | Page

Reports→ Marketing→ Sales Activity

Reports→ Marketing→ Marketing Contacts

Sales & Marketing Reports

Revised 10/27/2019 5 | Page

Reports→ Marketing→ Marketing Inactivity

Reports→ Production→ Company Recap Detail Report View

Sales & Marketing Reports

Revised 10/27/2019 6 | Page

Summary Report View

Reports→ Production→ Pipeline

Sales & Marketing Reports

Revised 10/27/2019 7 | Page

Reports→ Production→ Work in Progress (WIP) Detail Report View

Summary Report View