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Understanding Metric Attribution For Change Orders

This article will help you have a better understanding onetric attribution for change orders.

Written by Bennah Marie Eliseo


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1. Check on Your Metrics by Clicking on "Metrics"

Check on Your Metrics by Clicking on "Metrics"

2. Set Your Date Range and Ensure Today's Date is Included

Set Your Date Range and Ensure Today's Date is Included

3. See the Initial Metrics for Sales and Average Job Size

See the Initial Metrics for Sales and Average Job Size

4. Go to Your Proposal and Create a Change Order

Go to Your Proposal and Create a Change Order

5. Create a Change Order With a Value and Click Save to Confirm

Create a Change Order With a Value and Click Save to Confirm

6. Accept the Change Order to Finalize It

Accept the Change Order to Finalize It

7. Refresh the Metrics Page to View Updated Data

Review Average Job Size and Sales metrics β€” note that values change after the change order is accepted. (Check on the Image on Step 3 for Reference)

Refresh the Metrics Page to View Updated Data

8. Confirm that the Metrics Reflect the Date When the Original Proposal was Accepted, Not the Change Order Acceptance Date

This behavior specifically affects Average Job Size and Sales metrics. If the proposal and change order are made within the same month, no discrepancy will appear.


If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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