Analytics
Revenue, margins, lead source ROI, pipeline velocity
Automation Analytics (Clean Estimate V1)
V1 reference for workflow analytics, plus V2's current per-workflow Automation report and Inbox delivery-report boundary.
intermediateCanvassing Reporting and Exports
Filter the field map, review routes and property history, interpret conversion metrics, and export canvassing data.
intermediateFranchise Reporting
Review the pending, privacy-limited franchise roster and company-location performance snapshots.
advancedGeography Analytics
Read V2's Geography card on Reports: revenue by ZIP code, top ZIPs, and expansion opportunities.
intermediateHoliday Lights Analytics (Clean Estimate V1)
V1 reference for full holiday-lights analytics, with V2's current Holiday Lights report on Reports.
intermediateLead Source Performance
Read V2's Lead Source Performance report with module filters, accepted-work revenue, modeled commissions, upsell attribution, and CSV export.
intermediateMargin Analysis
Read V2's Margins report, including estimated and subcontractor-payout-adjusted costs, callback leakage, and cost coverage across four verticals.
intermediateOperations Reporting
V2's Operations card on Reports: crew productivity, the Crew Pay report, and the overdue-invoice queue, plus the AR aging card and the V1 baseline.
intermediateReporting Overview
Use the current V2 Reports hub to open any of seventeen individual reports for revenue, pipeline, margins, operations, and more.
beginnerRehash Analytics
Review V2 Rehash recovery, stage load, and pending template-performance reporting, with V1 reference below.
intermediateRetention and At-Risk
Read V2's Retention card on Reports: the four account-health buckets, lifetime value, open renewal quotes, and overdue balance.
intermediateRevenue and Pipeline Reporting
Read the current V2 revenue, collections, pipeline, estimate, and throughput figures in Reports.
beginnerSales Cycle Analytics
Read V2's Sales Cycle card on Reports: the lead-to-close milestone chain, real per-pipeline stage velocity, time to first view, best send day, and lost reasons.
intermediateSchedule Efficiency
Read V2's Schedule Efficiency card on Reports: fill rate, on-time rate, crew comparison, and reschedule and cancellation reasons.
intermediateService Mix Analytics (Clean Estimate V1)
V1 reference for full service-mix analytics, with the current V2 web and mobile subsets noted.
beginner