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Type your question into the ask bar above (e.g. "positive bacteria tests at CVS last week"), or click the handle on the left edge to expand the manual filters.
FILLPURE VISIT ANALYSIS
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Type your question into the ask bar above (e.g. "positive bacteria tests at CVS last week"), or click the handle on the left edge to expand the manual filters.
Type your question into the ask bar above (e.g. "WOs mentioning flavor leaks at CVS this month"), or click the handle on the left edge to expand the manual filters.
Select a chain and/or store number, or enter a customer location ID, then click Search.
Select a technician and date range, then click Run Scorecard to see KPIs, charts, and recent jobs.
Pick a period and click Run Dashboard. Shows jobs completed, acute inbound, billable mix, scheduled mix, top customers, status funnel, daily trend, and more.
Admin-only tab. If you don't see data, check that you have the System Administrator role in CRM.
Type your question into the ask bar above (e.g. "open leaks at CVS this month"), or click the handle on the left edge to expand the manual filters.
Spot upticks and dropoffs in parts usage. Pick a date range and click Search, or type a question above.
Select a Portal Name and enter a Portal Number, then click Find Work Orders. Pick a work order to build a client-ready PDF of its completed inspections.
Click Run Dashboard to load Customer Payment Outreach records for the Wal-Mart project — reconstitution & flavoring counts, top and bottom performing stores, and the full record list (completed and open).