Help Portal
(800) 596-4368     Offer a Testimonial     Earn $200!        Join Meeting
  • Home
  • Videos
    • SharpStart
    • SharpSkill
    • MS Mini’s
    • MSOU
    • Product Releases
  • Calendar
  • Release Notes
  • Resources
  • Contact
    • Contact Us
    • Update Contact Info
    • Meet the Team

What can we help you find?

  1. Home
  2. Knowledge Base
  3. Reporting
  4. Know Your Numbers (KPI)

Know Your Numbers (KPI)

2 Articles

Know Your Numbers (KPI) Worksheets & Planners

    Totals & Grouping by Salesperson

      Getting Started
      New Users
      10 Step Getting Started Guide
      SharpStart One Hour "Go Live Guide"
      Logging into MarketSharp
      Navigation Bar
      Logging Out of MarketSharp
      Our Training Program
      Creating a Desktop Shortcut
      Downloading MarketSharp Mobile Apps
      Downloading MarketSharp Mobile App on IPad
      Adding Employees
      Forgot Username or Password
      MarketSharp & Your Computer
      Supported Browsers
      Updating Web Browsers
      Supported Operating Systems
      System & Internet Requirements Recommendations
      Cookies
      Supported Software - MS Office
      Managing Your Employees
      Enter an employee
      Employee permissions
      User Login Restrictions
      Changing Employee Passwords
      Multi Database Employee Sharing
      Setting up the Admin Section
      General Setup
      How to Upload Your Company Logo
      Editable Drop Down Lists
      Custom Fields
      MarketSharp & Do Not Call
      Default Appointment Length Set Up
      MarketSharp Workflow & Customization
      My Account
      What Is My Account?
      Change My Password
      Reset User Preferences
      Time Sheet
      Backups
      MarketSharp Backup and Download
      Contact Management
      Data entry
      Contact Record View
      Create and Manage Contacts
      How to Delete a Contact
      How to Add a Prospect and Transfer to a Lead
      How to Add a Lead
      Adding/Editing Appointments
      How to Add Job Site Address
      Search and Tag
      Tab View and Panel View
      Do Not Call (DNC)
      Changing/Editing Dropdowns
      Lead Paint
      Appointments & Your Sales Team
      Adding an Appointment
      Resulting an Appointment
      Emailing Appointments to Salespeople
      Sales Tab
      MarketSharp Mobile
      Calendar & Scheduler
      Calendar Overview
      Slot Scheduler
      Calendar Colors
      Enabling Google Calendar to Integrate with MarketSharp Calendar
      Quick Lead Entry & Call Scripting
      Call Out Scripting
      Quick Lead Entry and Call In Scripting
      Attachments
      Available Attachment Space
      Adding Attachments
      Importing
      Custom Lead Capture
      Lead Capture Intergrations Available
      Advanced Lead Capture Customization
      Importing Contacts from Leads Express
      Importing Contacts
      Marketing
      Emailing From MarketSharp
      MarketSharp Email
      How to Email from Outlook
      Constant Contact
      CAN-SPAM Rules
      Activities & Activity Processes
      How to Add an Activity
      Adding Activity Processes
      Automation Rules
      Appointment Rules
      Inquiry Rules
      Activity Rules
      Job and Service Rules
      Direct Mail
      MarketSharp Mail
      SmartMail Plus
      How to Do a Radius Mailing
      Purchase Consumer Names
      Direct Mail Worksheets & Planners
      Nurture Marketing
      Annual Marketing Worksheets & Planners
      Lead Generation
      Lead Generation Worksheets & Planners
      Lead Recovery
      Lead Recovery Worksheets & Planners
      Lifetime Customers
      Surveys
      Lifetime Customer Worksheets
      Filtering / Printing / Editing
      Filters
      The Purpose of Filters
      How to Add/Edit a Filter
      Prospects Filtering Options
      Leads Filtering Options
      Customers Filtering Options
      Search Columns
      Filtering Operators
      How to Make a Promptable Filter
      How to Make a Filter for an Appt Result
      Views
      How to Create a View
      Views on the Upper-Level Tabs
      Tab View and Panel View
      Editing Print Files
      Editing/Adding a Letter File
      How to Add ‘Or Current Resident to a Postcard’
      Editing a Check Mailer (Coming Soon)
      Editing a Brochure Mailer (Coming Soon)
      Editing an Envelope Mailer (Coming Soon)
      Editing a Label (Coming Soon)
      Editing a List (Coming Soon)
      Editing Other Mailers (Coming Soon)
      Multiple Page List & Label Files (Coming Soon)
      Inserting Images in a Postcard (Coming Soon)
      Printing Print Files
      Quick Print
      Print Wizard
      The Upper-Level (Blue) Tabs
      Contacts Tab
      Activity List
      Slot Scheduler Tab
      Calendar Tab
      Sales Tab
      Production Tab
      Service Tab
      Reporting Tab
      Exporting Your Data
      Contacts Tab
      Activity List Tab
      Sales Tab
      Production Tab
      Service Tab
      Reporting Tab
      Data Backup Download
      Search & Tag
      Quick Find
      Tagging on the List & Record View
      Modules & Apps
      Marketing Apps
      MarketSharp Email
      MarketSharp Mail
      SmartMail Plus
      Constant Contact
      800 Response
      LeadsExpress
      Five9 Documentation
      Sales, Events, & Canvassing Tools
      Sales Rabbit
      iCapture
      Sales Appointment Routing
      MarketSharp Mobile
      RenoWorks
      One Click Contractor
      Online Reputation & Customer Feedback
      Listen360
      Listen 360 Reviews
      GuildQuality Overview
      How to Set up GuildQuality
      Lead Provider Integration
      Keyword Connects
      QuinStreet
      Modernize
      HomeAdvisor
      Metal Roofing Alliance
      Socius Marketing
      Surefire Social
      CraftJack
      networx
      Admin / Management Apps
      PaySimple Integration
      PaySimple Payment Manager
      Unlink PaySimple Payments
      API (Coming Soon)
      Multi Database Management
      QuickBooks
      Quickbooks Online - Invoice
      Quickbooks Online Setup
      MarketSharp Texting
      How to Send a Manual Text
      Partners
      MarketSharp Connect Integration for Renewal by Andersen
      After the Sale
      Job Data Entry
      Job Details
      Job Products
      Job Site Addresses
      Financial Data & Payments
      Production
      Work Orders
      Adding Production Tasks & Processes
      Production Report
      Production Status Report
      Production Tab
      Project Manager
      Commission
      How to Enter Commission
      Commission Payment Report
      Commission Report
      Costs
      How to Enter Job Costs
      Job Cost Report
      Service
      Service Scheduling
      Service Tab
      Service Orders
      Service Report
      Regulation Compliance
      Lead Paint
      Surveys
      Enter Survey Information
      Demographics Report
      Print a Survey
      Call Center
      Call Center Setup (Video)
      Call Center v2
      Inbound Calling
      Calling Queue Data
      Do Not Call - DNC
      Reporting
      Exporting & Formatting
      Service Report
      The Detailed Reports – Build Your Own Report
      Know Your Numbers (KPI)
      Know Your Numbers Worksheet
      Totals & Grouping by Salesperson
      Dashboards
      Dashboard Overview
      How to turn on Dashboards
      Print Assistant List Reports
      Upper-Level (Blue) Tab Reports
      Reporting Tab
      DNC Audit Report
      QuickBooks Log Report
      Call Center Report
      Detailed Marketing Report
      Lead Cost Report
      Job Cost Report
      Production Report
      Production Status Report
      Balance Due Report
      Commission Payment Report
      Commission Report
      Demographics Report
      Detailed Sales Report
      Installed Volume by Work Crew & Product Detail Report
      Opportunity Report
      Payment Report
      Sales Performance Ratio Report
      Sales Report
      Sales Report by Financed
      Sales Report by Job Status
      Sales Report by Product
      Sales Report by Product Detail
      Sales Report by Project Manager
      Sales Report by Salesperson
      Sales Report by Salesperson & Product Detail
      Sales Report by Work Crew
      Release Notes
      View All Videos
      Join Meeting
      Resources
      ThemeNcode PDF Viewer [Do not Delete]
      ThemeNcode PDF Viewer SC [Do not Delete]

      MarketSharp

      Phone: (800) 335-4254
      Fax: (608) 779-5045
      [email protected]

      Free Demo

      Feature Request

      Your feedback drives future development of new features in MarketSharp!

      Submit Your Idea

      Quick Links

      • Home
      • Videos
      • Events
      • Released Notes
      • Contact Us
      • Meet the Team
      • Open Source Licensing Information

      Sign Up

      Sign up to receive new blog posts and webinar announcements by email:

      Join Us

      • Email
      • Facebook
      • Twitter
      • YouTube
      © Copyright MarketSharp.