Geography Analytics

See where your revenue comes from with geographic performance breakdowns.

IntermediateownermanagerUpdated 2026-03-08

Geography Analytics

The Geography tab shows where your revenue comes from on a map. Navigate to Admin > Analytics > Geography to open it.

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Geography analytics page showing the revenue heatmap and area breakdown table

Geographic Heatmap

A map displays your service area with color-coded zones. Darker areas represent higher revenue. Lighter areas represent lower revenue.

Zoom in to see detail at the neighborhood level. Zoom out for a regional view.

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Heatmap map with darker shading in high-revenue ZIP codes

Revenue by Area

A table below the map lists performance by geographic area:

ColumnDescription
ZIP Code / CityThe geographic area
Estimates SentNumber of estimates sent to addresses in this area
WonNumber of accepted estimates
Win RatePercentage of sent estimates that were accepted
RevenueTotal revenue from this area
Avg Deal SizeAverage dollar value per won estimate

Sort by Revenue to see your strongest markets. Sort by Win Rate to see where customers are most likely to say yes.

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Revenue by area table sorted by revenue showing top-performing ZIP codes

Identifying Strong Markets

Look for areas with both high revenue and high win rates. These are your core markets. You know the area well, your pricing fits, and customers trust you.

Consider concentrating your marketing in these areas. Yard signs, door-to-door, and direct mail all work better when you already have a presence.


Identifying Growth Opportunities

Areas with a few won estimates and high average deal sizes signal potential. You may not have many customers there yet, but the ones you do have are profitable.

Test targeted marketing in these areas. Track whether lead volume and win rates increase over the next quarter.


Spotting Problem Areas

Areas with many estimates sent but low win rates may have issues:

  • Pricing mismatch. Your rates may be too high or too low for that market.
  • Travel distance. If the area is far from your base, customers may sense you are not local.
  • Competition. A strong local competitor may be undercutting you.

If an area consistently underperforms, consider whether it belongs in your service area at all.


Using Geography for Route Planning

Cross-reference your strongest geographic areas with your scheduling and route planning. Clustering jobs in high-density areas reduces drive time and increases daily capacity.

See Route Planning for more on optimizing routes.


Tips

  • Expand from strength. Start marketing in ZIP codes adjacent to your best-performing areas.
  • Track seasonally. Some areas peak at different times. A lake community may be strongest in spring.
  • Use the data for hiring. If a distant area shows strong demand, consider hiring a crew closer to that market.

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