Agemni

Agemni offers a powerful hosted management solution that delivers positive results by streamlining sales and back office functions within a single software platform. By connecting your Agemni account to Grow, you can visualize, analyze, and track all your Agemni data in the same place and get clear, actionable insights from your most important metrics.

Get More with Grow — Your Agemni Reporting Tool

  • Gain powerful insights when you add Agemni to your all-in-one business command center in Grow.
  • Connect, blend, customize, and monitor data from Agemni alongside your other essential business data in real-time, in the palm of your hand.
  • Strategically visualize your data to focus your team around the goals and objectives that matter most.
agemni dashboard

Questions You Can Answer With
Agemni + Grow

How much revenue have we created from work orders so far this month?

Which sales team has the most closed deals this week?

What is our close rate this month compared to last month?

How many appointments have we successfully completed each day this month?

What category of work order has created the most total revenue over the past year?

How many deals and how much total revenue has each sales rep closed this year?

Reports and Data Available From Agemni

Work Order Data: All work orders matching the selected contact or sale date range, including lead, account, work order ID, name, area, sales rep, promotion, type, status, campaign, provider, qualified, business and contact info, employer, sales rep manager, install date, appointment status, start and end date, work order type, last modified date, upgrades value, etc.

Word Order Appointment History: All appointments matching the selected date range, including work order ID, appointment status, appointment date, start and end time, technican ID, created date, last modified date, etc.

Employees: All employees last modified within the selected date range, including employee ID, name, contact, active, pay plan, address, has SSN, email, type, is lead rep, is sales rep, is tech, is manager, is regional, has DOB, hire date, expiration date, last modified date, etc.

Employee Time Cards: All employees clocked in within the selected date range, including hours worked, start time, end time, etc.

Lead Custom Field Data: All data created in custom fields within the selected date range, including contact date, lead ID, last modified date, last modified by, and all lead custom fields.

Work Order Customer Fields Data: All data created in custom fields within the selected date range, including contact date, account ID, work order ID, last modified date, last modified by, and all work order custom fields.

Basic Leads: General information for leads created within the selected date range, including contact date, lead ID, name, status, area, lead sales rep, promotion, kit name, type, campaign, provider, qualified, upgrades string, upgrades, upgrades value, etc.

Leads: More in-depth data for leads created within the selected date range, including business name, address and contact info, employer, sales manager, sales date, install date, work order type, last modified date, contact date, lead ID, name, status, area, lead sales rep, promotion, kit name, type, campaign, provider, qualified, upgrades string, upgrades, upgrades value, etc.

Example Metrics From Agemni

10kft dashboard
  • Monthly Sales by Rep – Current YTD
  • Number of Sales by Rep – Last 30 Days
  • Total Sales by Category – Last 2 Years
  • Total Sales by Area – Last Year
  • Daily Installs and Upgrades – Current MTD
  • Lead Close Rate – Current MTD vs. Last Month
  • Number of Closed Deals by Rep Team – Past 60 Days
  • Appointments Completed vs. Cancelled – Current Week

Related Help Articles

Agemni Overview // How to Connect to Agemni