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 |