Skip to main content
All CollectionsCompany DashboardCompany Dashboard 2024 Changes
Sales Leaderboard Card Upgrade (March 2024)
Sales Leaderboard Card Upgrade (March 2024)

This feature has been migrated as of March 2024.

J
Written by James N
Updated over 2 weeks ago

What is the legacy Sales Leaderboard card?

  • The current Sales Leaderboard card displays the total invoice amount and job count by assigned employee for jobs created, scheduled, or completed for all time.

    • When multiple employees are assigned a job, each employee gets full credit for that job.

What changed?

  • The Sales Leaderboard card has been replaced with an upgraded report using our new reporting infrastructure:

What jobs are included in the card?

  • All jobs completed in the last 45 days that have at least one employee assigned will appear on this card.

How is job revenue calculated?

  • Job revenue is calculated as the sum of the invoice amount, less taxes and tips. As a reminder, by default, the card is set to only show completed jobs.

What if two employees are assigned to the same job?

  • When two employees are assigned to the same job, each employee will get full credit for the job.

  • If you’d like to adjust this, you can (1) start tracking employee sales using our Sold by Employee feature, or (2) drill down and filter out helper employees from the report and save it (see details above on how to use the card).

Can I customize the filters and card settings?


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.

Did this answer your question?