A Revenue Detail View You Can Count On

The TrackResults Revenue Detail View now offers more custom features than ever before. With up to 12 columns of data, you can summarize Sale Amounts, Down Payments, Remaining Balances, and include up to 5 Fee Types.

One of our most prominent clients came to us with a request to not only break out how Down Payments were being collected, but also how much was collected per payment method. While this is just one example of use, it’s a big one. For reconciliation purposes alone, they’ve already saved a significant amount of accounting time, but now they also have analytical insight into what methods are most effective for collecting down-payments.

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Let us customize the Revenue Detail View for you too. We are now able to summarize on three previously unavailable fee types, and use custom naming to match your preferred terminology. If you don’t use all of the available data points, we simply won’t show them on your view.

How would you like to put your revenue data to work?

TrackResults Rolls Out Recruiting Module

TrackResults has developed a proprietary recruiting tool in conjunction with our client, Parliament Marketing. This new feature allows recruiting ads to be placed on any website with custom URL’s that drive applicants to a form where they can apply, upload a resume and cover letter, and view open positions. All of their application data is deposited into TrackResults via a custom connector with Gravity Forms that incorporates Google Analytics data for a full view of their application process.

This data is then aggregated and used to determine which ads and recruiting websites produce the best candidates and allow Parliament Marketing to hire the best OPC’s at the lowest cost. Parliament’s recruiters are now utilizing TrackResults to analyze and optimize their performance in the same way that sales teams use it to analyze their tour performance.

Sound interesting? Contact Sean Nickerson (sean@trackresults.net) to find out more.

Bringing Dashboards and Customer Lookup into Focus.

TrackResults has paid off a bit of Tech Debt and brought in some “Focus” to a few areas of the UX.
Featured Fix:
  • Customer Lookup is in Focus! Previously when typing search criteria into the Customer Lookup Bar, clicking Enter would trigger other action buttons on the same page before triggering the search. For example if you lookup-fixwere in a report builder and decided to do a quick search using the lookup, clicking enter would unexpectedly run the Analyze button rather than your search… Annoying right? Well we agree, so we fixed it!
    note: this issue was browser based, so you may need to clear your browser Cache in order for this fix to properly apply.
Other Improvements:
  • Dashboards: when setting your pane to report on and to sort by either abbreviated months, or by hours (fodashsortr example: Tour Times) the pane will now display the sort chronologically. Previously, these values would only sort alphabetically.
  • Dashboards: when adding a new pane or updating an existing pane the dashboard UX now brings you right to the pane you are working on, regardless of how big your dashboard is. Previously, updates would be saved to the pane, but you would be brought to the top of the Dashboard which may or may not show the pane you were working on.

We’ve Made Pane Duplication, Painless!

The product team at TrackResults has started December strong. Here are a few of our latest updates.copypane
Featured, New Feature:
  • Dashboard Users now have the ability to create a Copy of any existing Dashboard Pane – saving significant time when creating multiple displays. Additionally, users can copy panes from one dashboard to another*, or even copy a pane to an individual report. Just look for the copy icon shown on the Pane when in Live-Edit Mode.

New Features & Improvements:

  • Users who are tracking Pender Cancellation Requests that later turn into a Save (aka Superseded Contract) now have workflow validation that requires the superseded contract to be initially set as “Pender”. After saving the superseding contract as a Pender, it can then be changed to it’s final status. This process assures all calculations in the Pender Efficiency and Lost Volume Efficiency Views are accurate.
  • Customer Log-in pages have new messaging. Don’t forget to contact us so we can add your company logo, or custom messaging!
 Bugs Fixed:
  • Repaired errors that occurred when using the Analytics Quick Flip tool – specifically, when changing from the Sales Efficiency to the Pender Efficiency View.
Customers Upgraded:
  • Twenty-three accounts are now upgraded to the latest version (29.08) of TrackResults Software.

*copying from one dashboard to another can be done only if the destination dashboard is a personal “My Dashboard” type.

November 2016 Bug Fixes

TrackResults has released a series of bug fixes to our V29.08 deployments. These fixes are specifically targeted to improving the speed and efficiency of the user experience:
  1. Repaired the Create New Dashboard Pane Report Types to display based on Permissions.
  2. Repaired the Quick Flip of Report Types to display based on Permissions.
  3. Repaired Filter Function “Exclude”.
    note: Exclude acts as a shortcut to “Include all, Except” and will return results if there are other values within the same field. For example: Exclude gift “B” will return a tour with gifts A,B,C, but will exclude tours with gift “B” only.
  4. Repaired Filter Function “Has Sale”.
  5. Repaired Multi Page Click Through & Show All (up to 1000 records) on Detail Reports.
  6. Repaired “Report on” and Filter Function for “Weeks of the Year” (Monday to Sunday).
    note: sort by day of week is still Sunday to Saturday.
  7. Customer Lookup now searches multiple values (separated by space).
  8. Search Users now searches FirstName LastName (separated by space).