Lost Sales by Category

Each row is a labor category.

NOTE: When the Count Jobs by Category box is checked in the report criteria, the totals do not reflect the number of labor operations. If there are two labor operations for the same category, they are counted as one.

Columns

This report contains the columns listed below.

Sold Columns

Column Description

Jobs

Number of labor operations sold.

Amount

Total sales

Declined Columns

Column Description

Jobs

Number of labor operations declined.

Amount

Total sales that were declined

Open Estimates Columns

Column Description

Jobs

Number of labor operations on open estimates.

Amount

Total sales amount on open estimates

Saved Estimates Columns

Column Description

Jobs

Number of labor operations on saved estimates.

Amount

Total sales amount on saved estimates.

Lost Jobs Column

The percentage of all jobs that were declined.

Lost Sales Column

The percentage of all sales that were declined.

NOTE: Discounts are not subtracted from the above totals.

Drilldown Reports

When printed to the screen, this is a drilldown report. You can select a specific category and technician to open a report for that category.

Double-click on a Category tab to open the same report for that specific category by technician in a new tab.

The tabbed report shows only the selected category.

Double click on a technician to view the report for that specific technician by repair order and job.

The detail screen for specific technicians shows the following information for each repair order or estimate.

Column Definition

Inv/Est

Repair Order or Estimate Number

Date

Closed or Saved Date

Sold

Total Sales amount sold

Declined

Total Sales amount declined

Open Estimates

Total Sales amount on open estimates

Saved Estimates

Total Sales amount on saved estimates

Lost Jobs

Percentage of all jobs that were declined

Lost Sales

Percentage of all sales that were declined