Change Order Sales | Voters | D-Tools System Integrator

Change Order Sales

Jonas

Add the same tab in won change orders that you have in won opportunities. Won this month, quarter and year with a dollar figure.

December 12, 2025

claire harris

many thousands of dollars. The only way I have found to capture this KDealer information is in the business analytics, approved COs. Then have to export to excel to calculate the value.

Brad Stich

Not sure about Jonas version, but we use SI. We track sales weekly, monthly, etc. Some of our change orders are many thousands of dollars. The only way I have found to capture this information is in the business analytics, approved COs. Then have to export to excel to calculate the value. If there is an easier way, please share. TIA.

Kevin Frye

Jonas Can you please clarify? Are you by chance referring to D-Tools Cloud?