All About Reports in EQ
There are different kinds of reports you can get from EQ.
First – Management Dashboards / Reports
The Management Dashboard is your current sales pipeline and sales information dashboard. There are multiple “Widgets” that give you different sets of information about your business. Each of them can be filtered and you can view the detailed report behind the Widgets as well.
For example, the one on the left (above) shows you all the current Opportunities in your pipeline, by the “Sales Stage” they are in. You can see the number of Opportunities and the potential sales amount in each stage by the bar graphs.
The one on the right, breaks the same “Current” Opportunities down by “Probability”. Many of the widget show you a different view of the Opps in your pipeline.
You can filter the Widgets by the menus like this:
You can filter by date range, location, salespeople / designers, etc.
You can also click the “View Detailed Report” button to get the report that drives the widget’s information:
Which would bring up this report:
The Widgets focused on Opportunities / Pipeline are these:
- Current Opportunities by Stage
- Current Opportunities by Probability
Then you have Widgets for Sales Performance that work the same way. They are:
- Sales By Salesperson
- Closing Ratios By Salesperson
- Closing Ratios By Location
- Opportunities Won by Job Type
- Opportunities Won by Source
- Opportunities Won by Type
- Opportunities Lost by Stage
You even have a “Service Costs” Widget showing you where problematic Jobs are, and what’s driving the extra costs:
- Cost of No Charge Items by Service Reason Code
Some managers only give access to the “Management Dashboard” to the higher ups. But the Management Dashboard ONLY shows the user what they already have access to see. For example, if I only have access to see my own Opportunities, in just my location, then that’s all I’ll see on the Dashboard. The widgets won’t include information I’m not allowed to see otherwise. So the Management Dashboard can be given to most sales-focused employees to give them meaningful information about their Jobs.
Second – Order Reports (on the Print-Outs tab)
Inside of an order, there is certain information key people want to get to. An example of this is financial information about their orders.
1) The Order Totals Summary
In an EQ Order, on the “Printouts” tab, you have printouts for Proposals, Contracts, AND Internal reports. On the Internal tab, the “Order Totals Summary” is a key report many bookkeepers, managers or financial employees want to reference.
This report shows you the cost and sell information by Supplier for the entire order. It includes financial information about products, labor, gross profit margin, tax, price adjustments and more.
2) The Service Order Totals Summary
For Service Orders, there is an Order Report on this tab that is geared to give you information grouped by “Service Reason Code”. For example, if you do a Service Order to go back and replace a defective cabinet (classified as a “Factory Defect for example), and you pay an installer to install it, this report gives you the cost details associated with that Service. Something like this:
This is often used to capture and report on back-charges to installers, or other costs that need to be dealt with in a certain way. This report groups those costs by Service Reason Code.
3) The Order Checklist
The Checklist is a complete list with many details about each line item on the Order. This includes individual Selections and Modifications that have been applied to each item. The intent is for the Salesperson / Designer to be able to review all the details on each line in one place easily.
4) Pick Tickets
Also on the Internal Reports tab are the Pick Tickets. These are used by the Warehouse typically to load and deliver products to the jobsite. Each line on the Pick Ticket shows the status of that line (whether it has been “Received” into the warehouse, or if it’s “Backordered”, and if it’s already “Delivered”, etc.).
The other checkboxes are for delivery personnel to mark off the items as they stage them (STG), load them (LD), and deliver them (DEL). The Pick Ticket even shows what location / bin the item is in the warehouse by the Bin Location shown, and what Purchase Order Number that line item came from for reference.
Third – Job Financial Summary Report
When you want to see the final performance of a Job, including the original order and all follow-on Service Orders, including “Actual” costs associated with the Job, you can print the “Job Financial Summary Report”.
This is a very detailed report showing you every Order for that Job, including the Purchase Orders (with their estimated and actual costs), as well as all Service Orders that were performed for the Job.
At the end it gives you a summary of what the estimated margin was supposed to be on the Job, and the actual margin you received after all the follow on (non-planned) work that had to be done.
Fourth – Custom Reports
For any reports not discussed above, you can submit a request for a custom report that Breakfront can generate and email to you. These can also be scheduled to be generated and received on a periodic basis via email. Contact firstname.lastname@example.org for more information.
Example: Custom Opportunity Performance Report
As an example of Custom Reports, we can product a spreadsheet report like this Opportunity Performance Report. This gives the summary of all Opportunities for each Salesperson since last reporting period. It shows how many current opportunities there are, as well as how many were won or lost. It shows the value of those opportunities, where they came from, why some were lost and more.
In addition to this summary, there are tabs that have all the detailed information behind this summary. So you can refer to the tabs for all the nitty gritty details of each Opportunity.