Sales Reports

Sales reports allow you to visually display data regarding leads, sold jobs, and revenue.

• Customize sales reports to pull information you want to see
• Display sales reports on the DBX Dashboard
• Choose which users to pull data from and which users can view the reports

Job Costing Reports

Drill down on specific jobs to determine profit and expenses incurred during the life of the project.

• Job-specific P&L reports that help you identify where you are losing money
• View job budget reports that show you expected costs and profit margins before project start, during the project, and after the project is complete.

Corporate Reports

Franchising or running multiple locations? Sign up for a ProDBX corporate account to pull in essential data from all your connected ProDBX accounts.

• See counts for sales and leads by location
• View Accounts Receivable across all locations in one report
• Easily flip between the accounts without the requirement to log out

Email Reports

Pull detailed reports on key metrics for emails sent out from ProDBX via the Bulk Email, Quick Email, or Automation features.

• See open and closed rates to measure how effective your emails are
• See unsubscribed and bounce rates to measure the receptiveness of your audience
• View by specific date range

Questions about Vendor Portal or Vendor Accounts? Let’s talk!