RB User Guide > Inquiry > Marketing Inquiry

Evaluating your business by resource

RB9 only

Evaluate resources in a variety of ways, including how many jobs they took and how much pay and commissions they earned. Print envelopes and labels from inquiry results. View individual resources’ details. Export results to save and create your own reports.

To find resources:

• Added during a particular time period, see Finding new resources.
• With no assignments during a particular time period, see Finding non-assigned resources.
• With the most assignments during a particular time period, see Finding your busiest resources.
• With no income during a particular time period, see Finding zero-pay resources.
• With the most income during a particular time period, see Finding highest compensated resources.
• That are sales representatives or Client Of resources with the most commissions during a particular time period, see Finding highest commissioned resources.

NOTE: Evaluate your business by client

If you want to see how your business is doing from the client side, such as who is scheduling the most jobs with you or who you haven’t heard from in a while, see Knowing your market.

Reference

• Client Of
• Sales Rep

Step-by-step instructions

• Finding new resources
• Finding non-assigned resources
• Finding your busiest resources
• Finding zero-pay resources
• Finding highest compensated resources
• Finding highest commissioned resources
• Knowing your market