Does Jobber have anything in the works to show a KPI dashboard of short? Something that we can easily look at to see certain metrics important in our business. Some of these could include set goals such as booked jobs for the week, month. Some others could be close rates, total sales, etc. If not, what would be a good integration alternative?
Looks like you might be working with a developer to create your own integration. I had the same ask several months ago and decided to make one.
It's in the marketplace - Crew Insight. You can check it out and see what you think. Even if you don't end up using it, I'd love any feedback you might have as it was built based on metrics I wanted.
For small business KPIs no. I've tried to develop these with coders from overseas but no joy. The KPI dashboard provided on the admin home page is a nice to look at for 5 seconds but there is very little actual decisions that can be made for operational or strategic effect.
Great discussion, a lot of great feedback and suggestions. We are working with a developer to create our own integration. I will keep you updated!
No, they don't. I have attempted to build one in Tableau, Excel, and Google Sheets, but cleaning up the data is an absolute tragedy every time. I simply do not have the time to dedicate to this process.
Good stuff. We tried Airtable, it was decent but from the cost standpoint, it was not worth it. Once you add in the Make.com, Airtable, etc, it became expensive. I think I'm going to try the Jobber API>Zapier>PowerBi and also sent a form submission to hireoutput. Thanks!
I would recommend using Airtable to build this yourself or there is a new app in the marketplace called hireoutput. They will make the dashboard for you.
I use both but I really like the hireoutput dashboard.
Another option for you is you can pull a report from jobber and then put the file in chatgpt or julias.ai and then ask the AI to give you info about the report or show it to you in a certain way.
Great question! You can easily make one with, Jobber, Microsoft BI and Zapier.
Hi, I have been researching how to connect Microsoft Power BI to Jobber but I have not had much success. Would you be willing to share how this was done?
I'm not sure if there is anything like that as of now. I have been using the reports section to get different insights, but I would be interested in hearing if there is anything like that.
