Difference between revisions of "Daily Management Report"
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== DMR Service Tab == | == DMR Service Tab == | ||
== DMR Install Tab == | == DMR Install Tab == | ||
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= Understanding How Numbers Flow in DMR = | = Understanding How Numbers Flow in DMR = | ||
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| + | <u>'''First Column'''</u> | ||
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| + | 1. The first column for Sales, Service, and Install (for install it will also add the revenue) will have a number show up for the individual when a job is dispatched. The Job info must be setup correctly. [http://www.thermogrid.org/dmr2.html SEE HERE] | ||
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| + | '''Example:''' If we have a job Scheduled for May and we dispatch it to a team member they will get an additional number in the first column of the DMR. If we want the number to be in April we would reschedule the job for April. | ||
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| + | <u>'''Second Column & Revenue'''</u> | ||
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| + | 2. For sales and service the second column comes from an order being submitted and it will tie it to the month the job is scheduled for. | ||
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| + | '''Example:''' If We have a job scheduled in May and a tech adds an order to the job and submits it, there will be an additional number added to second column in May. | ||
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| + | <u>'''If we need to move the revenue from one month to another'''</u> | ||
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| + | 1. Go to the order and change the status to open, this will pull the revenue and the number in the second column out of the DMR for the month in question. | ||
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| + | 2. Reschedule the job for the month you want the revenue to show up in and have the technician or sales rep resubmit the job. | ||
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| + | 3. To move revenue of an install all you have to do is move the install job to the month you want you do not need to do anything with the orders. | ||
| + | </div> | ||
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= Change Names of category (Calls, job page) = | = Change Names of category (Calls, job page) = | ||
= Common Challenges = | = Common Challenges = | ||
Revision as of 12:23, 16 January 2018
Contents
Setup
General Tab
KPI Tab
Department Tab
Types Tab
Tech Levels Tab
DMR Summary Tab
DMR Sales Tab
DMR Service Tab
DMR Install Tab
Understanding How Numbers Flow in DMR
First Column
1. The first column for Sales, Service, and Install (for install it will also add the revenue) will have a number show up for the individual when a job is dispatched. The Job info must be setup correctly. SEE HERE
Example: If we have a job Scheduled for May and we dispatch it to a team member they will get an additional number in the first column of the DMR. If we want the number to be in April we would reschedule the job for April.
Second Column & Revenue
2. For sales and service the second column comes from an order being submitted and it will tie it to the month the job is scheduled for.
Example: If We have a job scheduled in May and a tech adds an order to the job and submits it, there will be an additional number added to second column in May.
If we need to move the revenue from one month to another
1. Go to the order and change the status to open, this will pull the revenue and the number in the second column out of the DMR for the month in question.
2. Reschedule the job for the month you want the revenue to show up in and have the technician or sales rep resubmit the job.
3. To move revenue of an install all you have to do is move the install job to the month you want you do not need to do anything with the orders.
