Reports & Analytics
Data that drives decisions
Know your numbers. Grow your business. Real-time dashboards, per-job profitability, and marketing ROI.
KPIs
Real-time business intelligence
The metrics that matter -- revenue, conversion, margin, and marketing performance.
Revenue Dashboard
Total revenue, collected, outstanding -- by month, quarter, or year. Broken down by source, rep, crew, and job type. Real-time, not end-of-month.
Close Rate Tracking
How many leads become quotes? How many quotes become jobs? Track conversion at every pipeline stage. By rep, by source, by period.
Per-Job P&L
Material cost, labor cost, overhead, and profit -- per job. Know your actual margin on every roof, not just your average margin.
Marketing ROI
Cost per lead, cost per acquisition, and revenue by marketing channel. Google Ads, Facebook, referrals, door knocking -- ranked by actual ROI.
Reporting
Reports that run themselves
Automated reports, accounting sync, and commission calculations.
QuickBooks Sync
The QuickBooks Online integration is built and ready, awaiting activation on your account. Once connected, invoices, payments, and expenses sync both ways with no double entry. Ask us to switch it on for your workspace.
Commission Tracking
Percentage of profit (not revenue) tied to collection. Split commissions, self-gen vs company-gen rates, bonus tiers -- all calculated automatically.
Expense Tracking
Log material receipts, fuel, permits, and subcontractor payments against jobs. Actual cost vs estimated cost tracked in real time.
Custom Reports
Build reports from any data in the system. Revenue by zip code, average ticket by source, crew productivity, supplement success rates -- whatever you need.