Sales Leaderboard Dashboard Card
The Sales Leaderboard on your main Dashboard is one of our pre-set visual cards to show which employee has had the highest overall revenue assigned to them all time.
Common Questions
How is this calculated?
Both the number of jobs and the dollar amount tied to those jobs are based on a job in the system being marked as finished.
What if there are multiple employees assigned to the job?
The entire dollar amount of the job will allocated to each of the employees assigned to the job. All employees will get credit for the job counting towards the all-time number of jobs they have been on.
If an employee no longer works for us will they still appear?
Since this dashboard is all time it will show both active and removed employees.
Can this be customized?
Since this is a pre-set all-time visual, you are unable to customize this report. However, you can get this same data and customize it by employee or date range or tags by Creating a Jobs Report.
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Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.