Job Site Dashboard

Allows you to view total revenue by Jobsite based on filtering by contract status, type, job site, grouping, or store location. You can choose a single Job Site/Venue or you can choose all. You can quickly see which job sites are doing great and which are not. You will be able to see the total revenue you have gotten at an event or you can get what revenue came in each month or what the average days to pay at each venue.

* Note - Top line of the dashboard under the blue header will display the total sum of each column.

Lookup - Displays a list of job sites to choose from.

After Date – Allows you to view contract details after the selected date entered. If no date is entered, the date will default 12 months from the current date. 

Show All - Will display all contract statuses and total revenue. 

All Stores - This allows you to choose from the drop-down menu of different store locations.

[ + ] - Clicking on the plus sign will display all contracts under that selected job site. You will see the job site name, total revenue for all contracts, the amount paid, the amount owed, deposits, and the total number of contracts under the selected job site.

*Note - Listings in the drop-down box are routinely updated and should be checked often.

You can filter your view by selecting different criteria from the drop-down menus. Each criterion selected can be grouped or defined by an individual criterion.

Click on the graph icon to view a color display of the revenue breakdown for your filtered criteria.  "Click to close" to close the graph box.

You can search by Contract Status and Contract Type, displaying the total revenue by grouping.

Contract Status:

Closed Contract - When checked, this will display all closed contracts. 

Open Contract - When checked, this will display all open contracts.

Reservations Contracts- When checked, this will display all reservation contracts. 

Completed Contract - When checked, this will display all completed contracts.

Contract Types:

Regular Contracts - When checked, this will display all regular contracts. 

Quote Contract - When checked, this will display all quote contracts. 

Work Orders - When checked, this will display all work order contracts.

Repairs Contracts - When checked, this will display all repair contracts. 

Transfer Contracts - When checked, this will display transfer contracts. 

Subrental Contracts -  When checked, this will display sub rental contracts. 

Logistics Contracts - When checked, this will display logistic contracts. 

Credit Contracts - When checked, this will display credit contracts. 

Dashboard Columns

You can define the display columns from within your dashboard by clicking on the blue header bar. The column boxes will be displayed. Check the box on the columns you would like displayed. You can also move the selected fields up or down. Un-checking the boxes will hide those particular fields.

* Note - Listings in these fields are routinely updated and should be checked often.

Groups

New groups are routinely added. Please check often.