What Do My Workflow Stages Have To Do With the Sales Dashboard?

JobNimbus Built-in Reports, including those on the Sales Dashboard, rely on Stages to pull accurate data.

The Dashboard Reports use the Stages of your Workflows to track when a Contact or Job has moved from a Status assigned to the Lead Stage to a Status assigned to the Sold Stage.

Make sure that your Contacts/Jobs are touching these Statuses so they show up on your Sales Dashboard Reports.

The following is an example of what the Stages in your Workflow might look like: 

Settings JobNimbus 2023-07-10 at 2.25.59 PM