Product / Reporting
The numbers that tell you what to change
Reporting earns its keep when it changes a decision. These are the four questions worth answering every month at this size.
Dashboard
The numbers you actually steer by
Sold
$48,250.00
14 jobs
Accepted rate
61%
of estimates sent
Average job
$3,446.00
up from 3,180
Outstanding
$11,420.00
1 overdue
Arrange the board around how you run the business
To-do
The short list, and the reminders behind it
- Vance — fascia is overdueInvoice unpaid 9 days
- Okafor — deck is over on laborWorth a look before Wednesday
- Royce has not opened their estimateSent 3 days ago
Goals and reminders in one place, not four
What sold
Quotes sent, accepted and lost, and the value of each. The acceptance rate is a number you can move.
What produced
Jobs completed and what they were worth, against what they were supposed to be worth.
Where the hours went
By job, by service and by crew, straight from the clock.
Which services make money
Margin by service across every job. Usually there is one line in the catalog quietly costing you money on every quote, and this is how it surfaces.
Questions
Can I export it?
Yes.
Is reporting on every plan?
Core reporting is on Pro and above.