Daily Management Report

Setup

General Tab

On this tab you can change the Category Name and the Budget Multiplier. The Budget Multiplier will take the budget you type in on the summary page and add this percentage to it. This will increase the budget to a goal and increase the jobs needed to achieve this goal. By having a goal it sets your sights a little higher making it more likely that you will achieve the budget.

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.