Analytics

Revenue, margins, lead source ROI, pipeline velocity

Automation Analytics

Monitor speed-to-lead, delivery health, workflow runs, and automation performance.

intermediate

Franchise Reporting

Review royalty, ad-fund, and territory-utilization rollups in franchise-enabled workspaces.

advanced

Geography Analytics

See where your revenue comes from with geographic performance breakdowns.

intermediate

Holiday Lights Analytics

Review seasonal revenue, close rate, rebooking, inventory, and QC metrics for holiday lights.

intermediate

Lead Source ROI

Compare lead quality, revenue, rep contribution, upsell lift, and brand-funded source performance.

intermediate

Margin Analysis

Review gross margin, callback leakage, and sold-to-job conversion quality across your sold work.

intermediate

Operations Reporting

Combine crew productivity, crew pay, and AR aging in one report.

intermediate

Reporting Overview

Understand the shared reporting hub and how the analytics pages fit together.

beginner

Rehash Analytics

Track recovered revenue, stage load, and recovered-close attribution for the residential Rehash workflow.

intermediate

Retention and At-Risk

Flag healthy, at-risk, dormant, and new accounts before they quietly churn.

intermediate

Revenue Analytics

Use the reporting hub and dedicated Revenue page to track trends, module mix, and accepted-work momentum.

beginner

Sales Cycle Analytics

Measure how long it takes to close deals and where prospects drop off.

intermediate

Schedule Efficiency

Track production volume, schedule fill, on-time performance, and schedule disruption reasons.

intermediate

Service Mix Analytics

See which services generate the most revenue and get booked most often.

beginner