Using Data to Drive Decisions: Custom Views & Live Reports

Unlocking the Power of Data: Transforming and Elevating Your Business with JobTread

At the 2024 JobTread Connect user conference, Customer Success Manager, Stephanie Blair, took to the stage to share her passion for data and how it can revolutionize the way businesses operate. As someone who transitioned from running a successful professional organizing company to the tech world, Stephanie knows firsthand the challenges of managing a business—and the untapped potential that lies in effectively using data.

The Power of Data in Driving Business Decisions

Stephanie’s session focused on three key areas within JobTread that can help businesses track data: customers, vendors, and jobs. She stressed the importance of not just collecting data, but understanding its relevance, and using it to drive decisions.

1. What to Track: The first step is identifying what you want or need to track. This might seem basic, but it’s a critical question.
2. How to Track It: Once you know what to track, the next step is determining how you’re going to track it. This includes deciding when to pull reports and which factors are most important to review.
3. Putting Data in Motion: The final, and perhaps most important, step is putting the data into motion. Whether it’s to mold marketing campaigns, shift business models, or improve efficiency, having a clear plan ensures that the data you collect isn’t just sitting idle but is actively driving growth.

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Practical Tips for Using JobTread to Track Data

• Custom Fields: Almost all data tracking within JobTread occurs through custom fields. Whether it’s tracking customer information, vendor compliance, or job progress, custom fields allow you to tailor the data to your specific needs.
• Vendor Management: It is important to track data with vendors, as it directly impacts job efficiency and compliance.
• Job-Level Data: Use custom fields within the budget, job progress tracking, and scheduling to streamline operations and ensure nothing falls through the cracks.

Looking Ahead: Planning for the Future

By considering where you want to be in December and what data you need to track to get there, you can set yourself up for success. Data, when used effectively, is not just a collection of numbers—it’s a roadmap to growth, efficiency, and success. By harnessing the full potential of JobTread, businesses can not only track their progress but drive it, setting themselves up for a successful year ahead.

Learn More

Want to dive deeper into these strategies and see how you can implement them using JobTread? Watch the full video session with Stephanie Blair.

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