Profit Margins & Update Stream Search -
BlueCamroo Release Notes 7.1.1

Track Your Projects’ Profit Margins

BlueCamroo now tracks the profit margin of each project. Each project’s profit margin will be displayed in the Project Snapshot.

You will also see what the estimated Profit Margin was at the beginning of the project. Each individual Profit Margin will also be tracked in the Project Dashboard. The Budgeted Profit will be based on Cost Estimates and Project value. Actual Profit will be Payment Received compared to Project Expenses.

The Project Dashboard also tracks the Average Profit Margin for all completed projects.

Update Stream Search

The Update Stream captures any update that has been done to a record. It gives users a place to be updated by everyone on the team on updates. Now you can go back and run a search through Update Streams instead of going to the record and scrolling through until you find what you were looking for.

On the top Search Bar drop down you will now see the option for Update Stream. 

Selecting the Update Stream option will automatically take you to an Advanced Search page where you can define what Record’s Update Stream to search.

To search within a specific Record, first select an Object Type, and then Add Criteria and select an Object Record Name.

Dashboard Timeframe

In our last update we introduced the Sales Dashboards. Inside those dashboards you could select different timeframes, from this month to this quarter or this year.

We are now extending that function to all of our dashboards:

• Leads
• Opportunities and Sales
• Projects
• Cases

You will see a new drop down menu option on the top right of every dashboard where you can select your timeframe.

New Field Type – Numbers

BlueCamroo Users can now define Extra Fields in a record as a Number. This will allow them to search for those values later as you would a number. 

When you are creating Extra Fields in the Setup Area  the Number option will appear on the Field Type section.