How to Read Your DMER
Your DMER is your daily scoreboard. It helps you quickly see how your business is doing for:
Today
Month-to-Date (MTD)
Year-to-Date (YTD)
The DMER pulls its information from a few other tabs, so it’s helpful to understand what each one means.
Please see DMER Set up Article for additional information.
The Call Data tab shows how many calls were:
Taken
Booked
…broken down by category.
If you want to confirm the numbers:
Go to the Calls tab
Enter the same date as both the Start Date and End Date
That will show you the total calls for that day
The Sales Data tab shows how many jobs you ran for that day.
Revenue is tied to the original scheduled date of the job, not the day the invoice was finalized.
Example:
A job is scheduled for January 5
The invoice is not finalized until January 30
The revenue still counts under January 5, because that was the original job date
This is the total number of jobs you ran that day.
Important:
This number includes cancelled jobs unless the job was officially marked as cancelled
A “sold” call is a job with an invoice total above your Sold Threshold for that business unit.
Example:
Your Sold Threshold is $50
You enter an invoice for $30
That job will not count as “sold” because it did not reach the $50 minimum
If you want to review your Sold Threshold settings:
Select your person icon
Go to Settings
Select Business Units
Review the Sold Threshold for each business unit (Listed in the 4th column of the business unit details)
On the DMER, your revenue is grouped into these categories:
Maintenance
Service
Replacement
Other
These categories are based on your Service Types.
Every service type should be assigned to one of the DMER categories.
Important:
If the category field is left blank on a service type, the revenue will automatically show up under Other
To check that your service types are set up correctly:
Select your person icon
Go to Settings
Select Service Types
Click each service type and confirm the correct category is selected (You will need to open service type to view its assignment)
If a job is cancelled, it will still count on the DMER unless the call result is officially changed to cancelled.
To keep cancelled jobs from showing up in your DMER numbers:
Update the job’s assigned call to a canceled call result.
In order to remove the job from the job booked count on the DMER you would need to ensure the call result selected is not marked as booked.
Example this call result does not have the red underlined box checked meaning if you update to this call result it will remove it from the booked count:
Note: You will need to review your specific call results to advise your CCR what call result to use when a job is cancelled.
This tab will only calculate wages if you have entered an hourly rate for your technicians.
Technician wages can be entered under the user profile.
Select your person icon
Go to Settings
Select the users tab
Select the technicians name in blue
Then select the details tab
Fill in the Highlighted box with the hourly wage for the technician
Note- This wage only reflects going forward and does not back date any jobs worked by the technician prior to this change.
The Materials column totals are based on the job date.
To verify the materials total:
Go to the Calls tab
Review the booked jobs for that date
Use this search filter to get the list of jobs for that date under the calls tab:
Open each job to see the materials added and the total material cost
Example: On January 2nd. You had three jobs scheduled and only one job had materials added the material cost for the job is listed at $12.94 but the DMER rounds up to $13.00 for the materials.
The DMER tab is the final dashboard that pulls everything together.
It shows your key totals and performance for:
Daily
Month-to-Date
Year-to-Date
If you need any additional assistance with the DMER and how to read it please reach out to the support team at softwaresupport@mycertainpath.com.
