Reports for New Business

New Business Reports

Overview

JobBag uses the Is New Business and is New Business until dd/mm/yyyy fields to provide reports which help you keep track of income from new business. This information helps you keep track of income from new clients and income from existing clients.

The reports are:

1. Sales Pipeline - uses the is new business option to keep track of estimates created for new business clients
2. Invoice Listing - uses the new business until option to group revenue on reports
3. Job Listing - there is an option to select new business clients only

Sales Pipeline

Click on JobBag / Sales pipeline

Right click in the space below the lines in the following screen

Select is new business to sort by from the list below

An example of the Sales Pipeline after selecting is new business as a sort:

Sales Pipeline Report when grouped by Is New Business column 

Invoice Listing

The invoice listings screen and report can be grouped by New business until

Job Listing Report

Option to select and report on New business