Labels

Labels are used to track data at the project level that are not otherwise tracked in SolarNexus. They are also meant to be a way of tagging special circumstances that may arise on projects. Labels are set by Administrators and are applied ad-hoc by users.  

This article covers the following topics:

• Common Use Cases for Labels
• Defining Labels
• How to use Labels
• Labels in the Sales and Installs screens
• Using Labels in Reports

Common Use Cases for Labels

Labels can have a variety of uses. As noted above, they are meant to track information that is not tracked elsewhere in SolarNexus. This information can assist your company to assign work, more easily find certain types of jobs, differentiate milestone processing, and enhance reporting. Example use cases may include:

• Assigning sales territories/regions (e.g. Northern/Southern California, etc.)
• Tracking special/unusual installation characteristics for future reference
  • Supply-side tap
  • Patio cover
  • Parking cover
• Noting leads that have been re-assigned to a new rep with the name of the departed sales rep who generated it. (e.g. "Jane's Old Leads")
• Tag archived opportunities with likelihood of future re-engagement (e.g. “follow up” vs. “do not call”)

Important: Project Labels should not be used to track data that already exists in SolarNexus. 

Defining Labels

Labels are administratively defined. You must have global sales management or administrator permissions to define Labels. Labels are defined from the Lead and Project Data screen.

How to use Labels

To add a Label first open the project in question and locate the Label section in the Management Panel on the right side. 

Click the input field labeled "Add a label" and you'll see all possible values displayed in a dropdown list.

Click the name of the label to add it to the project. You can add as many labels as necessary to the project. To remove a label, click the X to the right of the label name.  

Labels in the Sales and Installs Screens

You can use Labels to sort through projects on in the Sales and Install screens. Click the Operations tab and select either Sales or Installs (we will be showing the Sales screen in this example). 

If you don't already have filters established, click "Show Filters" button at the top of the screen. 

Next, locate the Label dropdown menu and select the necessary option. To remove Label as a filter option, select [show all] from the dropdown menu. 

Using Labels in Reports

Labels are an available criteria that Administrators can include in both Project Detail and Project Summary Reports. Non-Admin users can run reports set by their administrators and use Labels as available values. 

Administrators: Be sure to read the article Administration - How to Build a Report for more information on creating reports. 

When creating or editing a report, Administrators can use Labels as follows:  

Project Detail Reports:

• Project Criteria 
• Output Columns 

Project Summary Reports: 

• Project Criteria 
• Summarize Project Data By

When admins have added Labels as possible values, users will be able to include these in the reports they run as they normally do with other values.