• We would like to compare our labor on each service request/ticket vs. the total revenue of the contract.
• We are targeting 40-50% margin, if we are below 40% margin, we’d like the BI report to go into the red, and send a bot notification to the appropriate team members (e.g. Sales Director and Operations Manager).
• We would need to mash up data from Halo PSA & Quickbooks Online to generate this report
• Currently this takes our Operations Manager ~30 minutes per day to generate this report
hiiiiiiiiiiiiiiiiiiiii[quote=“JonathanBray, post:1, topic:582, full:true”]
• We would like to compare our labor on each service request/ticket vs. the total revenue of the contract.
• We are targeting 40-50% margin, if we are below 40% margin, we’d like the BI report to go into the red, and send a bot notification to the appropriate team members (e.g. Sales Director and Operations Manager).
• We would need to mash up data from Halo PSA & Quickbooks Online to generate this report
• Currently this takes our Operations Manager ~30 minutes per day to generate this report
[/quote]
Those are good ideas, we are prioritizing paying clients and integrations actively working with us to develop new dashboards and bots. When we have enough Halo users or Halo official support, we will revisit Halo development. Thanks!