Green Dot Report

Help Center › DreamzCMMS - Field Sales Management › Lesson 7 - Reports, Dashboards & Analytics › Green Dot Report

The Green Dot Report highlights successfully completed or partially completed jobs, detailing requester info, job order status, titles, sales, collections, and time tracking.

Benefits:

Tracks completed tasks for timely execution.
Provides transparency in sales, collections, and job outcomes.
Monitors time spent on jobs for improved productivity.
Enables detailed analysis through export options.

This report ensures efficiency and clear communication in task completion.

Here is a reference video:

From the menu click on Reports and then click on Green Dot report.

Upon clicking, the following report will appear as shown.

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