Skip to content

MAKING DATA-DRIVEN DECISIONS

IT'S YOUR DATA, MAKE IT WORK FOR YOU!

Discover how to become a data-driven organization with our downloadable guide & video series

Unlock your data's potential with our "Making Data-Driven Decisions" training series. Dive into data integrity, from entry to interpretation, ensuring you have the insights to make your data work for you.

You will also want to catch Growth Series Installment #14 to catch training on how to become a Data-Driven Organization

Xcelerates Guide To Becoming a Data Driven Organization - Graphic

PART I - JOB DATA

Learn the basics of entering quality information for optimal reporting functionality.

Lesson Chapters: 

  • Master Job Entry - Data Integrity
  • Editing a Master Job
  • Job File Creation - Milestones
  • Understanding Roles
  • Financials
  • Retrieving Data
  • Navigating the File View List
  • Reports
  • Business Impact

 

PART II - KEY PERFORMANCE INDICATORS (KPIs)

Tracking KPIs is an integral way to see how your company and employees perform. By tracking this information you can then begin to make changes for significant improvements.

 

Lesson Chapters: 

  • Setting custom KPI values
  • Setting employee KPIs
  • Viewing Job KPIs
  • KPI Reports

 

PART III- TASK DATA

By implementing and tracking task data you are able to further your performance as an organization and identify areas of improvement

 

Lesson Chapters: 

  • Task Data Input

  • Creating Task Workflows

  • Tasks Completion on a Job

  • Task Data Retrieval

  • Applying Task Data

 

PART IV- CRM

Your CRM (Customer Relations Manager o CRM is a powerful tool to help track referrals & maintain relationships with vendors. It is also the key to your Marketing & Sales pipeline

 

Lesson Chapters: 

  • Adding New Organization & Contacts

  • Adding Referrals to the Master Job

  • Adding Sales Activities

  • Managing Sales Activities

  •  Retrieving CRM Data

  • CRM Reports

PART V- TIME TRACKING DATA

Tracking your team's time is crucial for accurate job costing. See how to set up and accurately track your team's time. 

 

Lesson Chapters: 

  • Payroll Set Up 

  • Clocking In/Out & Tracking Time to Files 

  • Manually Adding Wages 

  • Viewing Time Details

  • Understanding your Teams time 

  • Travel Time

  • Pulling Reports