Divisions in LMN help organize the types of work your company does and allow for targeted reporting, including tracking sales goals and labor expectations. Associating estimates with divisions is essential when managing accounts receivable because it allows teams to evaluate performance by job type and monitor progress toward financial goals. This job aid will guide you through creating divisions, linking them to estimates, and viewing detailed or summary sales reports for each division.
What Are Divisions in LMN?
A division represents a category of services your business offers (like Maintenance, Fertilization, or Design Build and more). Setting sales goals and labor hour goals per division makes it easier to measure success and estimate productivity. Divisions also help segment your reports for clearer financial insights.
Step-by-Step Guide to Setting Up Divisions and Tracking Reports
1. Go to Settings from the Bottom of Your LMN Dashboard
- Log in to the LMN dashboard.
- Select Settings to configure your account preferences.
2. Select Divisions from the Estimates Section
- Under the Estimates settings, choose Divisions to view, edit, or create your service categories.
- To set up a new division, click Add New at the top right of the Divisions screen.
3. Enter Your Division Name and Sales Goal, Labor Hour Goal
Fill in the required fields:
- Division Name (e.g., Irrigation, Snow)
- Sales Goal (your revenue target)
- Labor Hour Goal (estimated crew time for completing jobs in this division)
- Then, Click on Save to finalize the new division.
These inputs will help calculate revenue per hour and improve forecast accuracy.
4. Edit or Remove Sample Divisions If Needed
LMN may come preloaded with sample divisions.
- Click on a division name or Edit to change its details.
- Use the Delete option if the division doesn’t apply to your operations.
This helps keep your divisions relevant and clean.
5 . Click on Estimates from the Sidebar and Select Services
- Now go to the Estimates area using the left-hand menu.
- Select Services from the list to begin linking estimates with divisions.
6. Use the Search or Click Add New to Create a New Estimate
You can search for an existing Service Estimate or click Add New to begin a new one.
7. Select the Division This Estimate Will Fall Under
- While creating a new estimate, use the division dropdown to assign it to the right division.
- 💡 Tip: LMN will default to “Design Build” unless changed manually.
- Choose the correct division, then Click OK to continue.
8. Review the Estimate and Click Save Changes
Double-check the estimate details, including customer info and pricing, then hit Save Changes to confirm.
9. Go to Reports from the Dashboard Sidebar
- Navigate to Reports using the menu on the left side of your LMN dashboard.
- Under the CRM Reports section, find reports related to divisions. Here you can check performance by type of work.
10. Click on Generate Report
Choose your desired report type:
- Divisional Sales Summary – shows totals across statuses
- Divisional Sales Detailed – breaks down estimates by status (Pending, Sold, Lost)
After selecting your date range and filters, click Generate Report to view insights for each division.
Why Setting Up Divisions Matters?
By creating divisions and assigning estimates accurately in LMN, you gain better visibility into your company’s financial health and job performance. Running detailed or summary reports lets you track how close you are to hitting your sales goals, understand win/loss trends, and fine-tune future operations. Keeping your division data updated ensures more meaningful and accurate accounts receivable tracking.
Download a PDF version of the job aide here.