The Weekly review is a report. Every Friday the server writes a record of where your sold jobs stand, and the review compares each Friday with the one before. It is part of Pro.
Open it
Open Reports and choose Weekly review. You can also tap Weekly review above the Jobs board.
- Pick a market, a trade or a person to narrow it.
- Pick any past Friday to read that week's record.
What you see
Every number opens the jobs behind it. If a dollar figure is unknown it shows a dash, never zero.
- This Friday against last: the steps your jobs are in, with the change since last Friday.
- The weeks of this month, Friday by Friday, with the month's forecast.
- Backlog: sold jobs that are not yet on the calendar.
- On the calendar: the value finished plus the value scheduled to finish this month.
- Wins and Fix by tomorrow: short lists, each opening the jobs behind it.
What moved
From the second Friday of the month on, a waterfall shows how the forecast changed since last Friday: Added, Moved up, Pushed out, Cancelled and Price changes. Open a bar to see each job and the reason it moved.
Team and Scale
These plans add more:
- By person and market rows under each week.
- A leaderboard.
- Talking points: a short summary for your Monday meeting, with blanks where no reason was recorded. Tap Copy or Share PDF.
- Likely: what this month will probably finish.
- Cycle time, Cancellations and Remeasure cost.
Who sees dollars
You see your own jobs' dollars. Other people's dollars need money access.
Pro tip: A push with no reason shows as a blank in the talking points. Ask for the reason when the date moves and the blanks disappear.