Search revenue tracker page
Get to know the search revenue tracker page from top to bottom.
Steps:
- Navigate to JOBS > Revenue Tracker > Revenue Tracker.
- The Search Revenue Tracker landing page will be presented.
- The following filters, buttons, and hyperlinks are available on this page.
| Filter | Description |
| Job No. | Enter or select a job number. |
| Job Description | Enter a job description. |
| Client | Enter or select a client. |
| Client Manager | Enter or select the client manager. |
| Job Manager | Enter or select the job manager. |
| Start Date | Enter a start date. |
| End Date | Enter an end date. |
| Probability | Select a probability status. |
| Entity | Choose an entity. |
| Office | Select an office. |
| Job Type | Enter or select a job type. |
| Estimate Approved | Select the status of the job number. |
| Show Inactive Jobs | Check to view all inactive jobs. |
| Buttons & Hyperlinks | Description |
| Sort | Allows you to hide and unhide, specify the order of columns, and define the data sort to be applied on the page. |
| Save | Click to save the content |
| Clear Filters | Clears the information placed in the filters. |
| Charts |
Select the type of chart you wish to view.
|
| Revenue Tracker Dashboard | Directs you to the Revenue Tracker Dashboard. |
| Preview | View and download the revenue tracker |
| Revenue Tracker Report | Directs you to the revenue tracker reports selection page. |
| Job No. | Drill down and view the clients' revenue tracker estimate by the month |