Job Cards
The Job Cards dashboard for Sage 300 tracks job related billing, costs, and performance across job cards. It includes billed amounts by category, job types, job sites, and job status.
How to use the job cards dashboard
- Compare billed amounts against actual costs to see the margin on job work.
- Rank job types by billed amount and by number of job cards.
- Split billed amounts by labor, item, contractor, and service.
- Find the sites and items with the most job cards.
- Follow job status across active, complete, and pending job cards.
Filters
Use the filtering panel at the top of the Job Cards dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
Calendar Year: multiple values
Calendar Period: multiple values
SM Site: multiple values
Agreement Number: multiple values
Key performance indicators (KPIs)
The key performance indicators (KPIs) at the top of the dashboard show six billed amount and cost measures, and update based on the filters you apply.
| KPI | What it measures |
|---|---|
| Billed Item Amount | Item billing amount on job cards. |
| Billed Labor Amount | Labor billing amount on job cards. |
| Billed Contractors Amount | Contractor billing amount on job cards. |
| Billed Service Amount | Service billing amount on job cards. |
| Total Billed Amount | Total billing amount across all categories. |
| Total Billed Cost | Total cost incurred to execute billed job work. |
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Top Job Types by Billed Amount | Horizontal Bar | Ranks job types by billed amount and cost. |
| Top Job Types by Number of Job Cards | Horizontal Bar | Ranks job types by number of job cards. |
| Billed Amounts by Type | Vertical Bar | Splits billed amounts by billing type, covering labor, item, contractor, and service. |
| Top Items by Number of Job Cards | Vertical Bar | Lists the most frequently billed items by job card count. |
| Top Sites by Number of Job Cards | Pie | Splits job cards by site. |
| Job Card by Status | Doughnut | Splits job cards by status, covering active, complete, and pending. |