Geography Analytics

Open Business > Reports, then the Geography card, or go straight to /reports/geography. It has its own page and report-tab entry, and shows where revenue came from in the selected range, grouped by the property's ZIP code.

Revenue by Area

There is no map or heatmap; V2 has no charting or mapping library, so this renders as a table of your top 10 ZIP codes by revenue:

Sort by Revenue to see your strongest markets, or Win Rate to see where customers are most likely to say yes. The cohort is estimates sent in the range; won here uses the same canonical accepted definition every other report card uses (V1 counted a narrower "accepted" status on this one tab only, which made this table disagree with its own siblings).

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.

Expansion Opportunities

Below the table, an Expansion opportunities list names every ZIP code with 2 or more estimates sent in the range and zero wins. These are areas where you are already getting in front of people but not closing, which is a different problem than a ZIP with no activity at all. When every ZIP with 2+ proposals has at least one win, the list says so instead of showing nothing.

Follow up in these areas before spending more marketing budget there; a pricing or process problem in a ZIP you already reach is cheaper to fix than one you haven't tried yet.

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.
• Export the card (geography) to work the full ZIP list past the top 10

shown on screen; see Reporting Overview.