Knowledge is power and there’s a lot of information about how your business is performing contained within Joist that you can now get a clear view of with our new Reports feature.
With Reports, you’ll get an email from Joist every Monday detailing your sales performance metrics, grouped by month.
Issued: Number of issued estimates based on their first issued date
Approved: Number of approved estimates based on their first issued date
Win Rate: Ratio of approved to issued estimates
Avg. Amount: Average amount of issued estimates grouped by their first issued date
Invoiced: Total invoiced sum based on the invoice issued date. Please note that only issued invoices are counted.
Paid: Total paid sum including both manual and card payments and partial payments
Outstanding: Total outstanding sum, equals invoiced minus paid