The Home Dashboard has several key metrics to help you understand how your business is performing.
Moves this month: a combination of the estimated and completed revenue for all moves booked for the current month. This is based on the service date—not the date it was booked. If you book a move this month that won't be serviced until next month, it won't be included in this metric. This number is after discounts but does not include taxes or tips.
Jobs today: the number of jobs, including multi-day jobs, occurring today.
Moves not booked this month: opportunities scheduled for service this month that are not yet booked but have not been marked lost, bad, or cancelled. These are opportunities that you could still potentially book.
Avg. move value this month: the average of the "Moves this month" and "Moves not booked this month" metrics (not including taxes or tips).
Activity
Leads: the number of leads from your website, lead provider, or new leads entered into SmartMoving
Quotes sent: quotes sent to a customer in SmartMoving
Booked: opportunities booked (goes by date of booking, not service date)
Cancellations: opportunities marked as cancelled (goes by date of cancellation, not service date)
Open items
Unassigned leads: leads that are not bad or lost but are not assigned to a salesperson
New leads: leads that have not had any action taken on them yet (i.e., no one has contacted the customer yet)
Accepted (not booked): opportunities that have been accepted by the customer through the Customer portal or that the customer has signed the estimate for, but the salesperson has not booked the move yet.
Stale opportunities: opportunities that the salesperson has not yet booked that do not have a follow-up or scheduled estimate and that has not had communication within the past 2 days
Customer service tickets: tickets from the SmartMoving Customer Service module that have not been completed.
Inventory submissions: moves where the customer has completed their inventory online but the salesperson has not yet reviewed it.
Sales leaders this month: the top salespeople based on booking date for the month (not the service date)
Top referral sources this month: the top referral sources based on booking date for the month (not the service date)
Job revenue: total number of invoiced jobs plus revenue from non-refunded deposits.