The Day Planner feature allows you and your team to have important information readily available. The items can include, but are not limited to:
List of projects booked for the week
Projects lost for the week
Variance between purchase orders and acknowledgements
Sales year-to-date by salesperson and/or market
Open punch lists/corrective actions
Projects installed but not yet invoiced
Products shipped today
Close ratio by salesperson or customer
Projects created for the week
Quotes expiring for the week
Below are examples of Day Planner Items and who they should be assigned to:
Admin:
Order sales year-to-date by salesperson
Order bookings year-to-date by salesperson
Opportunities lost last week
Projects created for the week
Orders booked for the week
Punch list items
Vendor balances
Top 10 vendors by net year-to-date
Sales:
Expected completion date for the week
Next touch date for today
Expiring quotes
Punch list items
Jobs installing for the week
Accounting:
Installations completed without invoice
Vendor balances
Orders in backlog over 90 days
Punch list items
Operations:
Punch list items
Expected completion for the week
Jobs installing for the week