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Ken Norvell

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  • Business Insights Release Notes

    1. FAQs
    2. General

    RELEASE SUMMARY V22.10 (Release October 2022) Income Detail report, part of the Profitability Collection, has been formatted in the newest version of the report Designer. The updates to the formatt...

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  • Product Overview My Job Types

    1. Dashboards
    2. Products Collection (Premium)

    Premium Dashboard This dashboard provides an overview of a company's sales revenue and gross margin for products. The Primary products filter is checked by default consisting of typical flooring pr...

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    • 1 follower
    • 0 comments
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  • Quotes Overview My Job Type

    1. Dashboards
    2. Quotes Collection

    This dashboard provides the quotes performance overview for My Job Type and the option to filter by 'My Job Type'.  My Job Type is the job type defined in RFMS.  This is a separate filter from BI J...

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    • 1 follower
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  • Issues with iOS version 14

    1. Getting Started
    2. Errors

      Apple has made a change on iOS version 14 and up that requires your browser to allow for Cross-Site Tracking in order for Business Insights to load successfully. To change this setting in your br...

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    • 1 follower
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  • Profitability Overview

    1. Dashboards
    2. Profitability Collection

    This dashboard reflects your  RFMS accounting data through the last closed journal period. Key Performance Indicators (KPI's) Net Profit: Gross revenue minus cost of sales and operating costs for ...

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    • 1 follower
    • 0 comments
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  • Quotes Overview

    1. Dashboards
    2. Quotes Collection

    This dashboard provides the quotes performance overview. Key Performance Indicator's (KPI's) Closed Quotes Value: The value of all closed quotes for the selected date range. Open Quotes Value: The...

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    • 1 follower
    • 0 comments
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  • Sales Overview My Job Type

    1. Dashboards
    2. Sales Collection

    This dashboard provides an overview of a company's performance of all stores allows filtering by 'My Job Type' based on Net Sales and Gross Margin.  The Dashboard does not contain Benchmarking. My...

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    • 1 follower
    • 0 comments
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  • Open Quotes Status

    1. Dashboards
    2. Quotes Collection

    This dashboard provides the status of open quotes by Value, Job Type and Salesperson. Use the "My Store", “My Salesperson”, “My Job Types” and "Benchmark" filters to select the data you want to com...

    • Edited
    • 1 follower
    • 0 comments
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  • Income Report

    1. Dashboards
    2. Profitability Collection

    This dashboard contains six reports.  An income summary report which is similar to your income statement. The company’s total revenue, cost of sales, expenses and net profit for the selected data r...

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    • 1 follower
    • 0 comments
    • 0 votes

  • Bids Overview My Job Types

    1. Dashboards
    2. Bids Collection (Premium)

    Premium Dashboard This dashboard provides the bids performance overview for My Job Type and the option to filter by 'My Job Type'.  My Job Type is the job type defined in RFMS. This is a separate f...

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    • 1 follower
    • 0 comments
    • 0 votes