See attachment. Organizations who started using improveit 360 on or After August 2017, will have these Out-of-the-Box Reports and Dashboards within improveit 360.
If your company started using improveit 360 prior to August 2017, you may not have all of these Reports and Dashboards.
Reports in this package include (but are not limited to):
- All Prospects with Email Addresses (an email list)
- Prospects with Wrong or Invalid Phone(s)
- Lead Source Performance (Lead to Appointment conversion rates)
- Source Cost Performance (cost per Lead, cost per Appt, cost per Sale, ROI)
- Appointment Performance Year over Year
- Appointment Performance by Rep
- Quotes by Status
- Sales by Product Category
- Sales by Month by Rep
- Projects Completed not yet Paid in Full
- Sales by Status
- Receipts & Adjustments MTD
- Active Projects
- Projects Aging
... and many more...
Download the pdf attachment for a full list of Reports with screen shots.