Reporting Overview

CleanEstimate Pro now uses a shared reporting hub for analytics. Open More > Analytics to see grouped report cards inside the refreshed admin reporting workspace plus the shared report rail across the top.

Why the Hub Exists

The old analytics area was already strong, but it centered most traffic around the revenue landing page. The reporting hub keeps those existing pages live and makes it easier to move between:

• Sales reporting
• Customer-health reporting
• Operations reporting
• Specialty reports such as Holiday Lights and Automations

The overview page is intentionally built as an operator landing surface, not just a list of links. It keeps the highest-value reports visible first, uses the same blue/slate command styling as the rest of the admin shell, and then groups the rest by report family.

Report Families

The hub groups reports into a few sections:

• Sales and Growth for revenue, margins, lead sources, services, geography, and sales cycle
• Customer Health for retention and at-risk accounts
• Operations for crew, AR, scheduling, and franchise rollups
• Specialty for Holiday Lights, Automation analytics, and the Rehash recovery report

Shared Controls

Every report added to the new reporting shell uses the same basics:

• Shared navigation rail
• Shared preset and custom date-range picker, including exact start/end selection on every report page
• Shared export flow with CSV and a print-ready HTML export, including the Retention, Operations, Schedule Efficiency, and Franchise rollup reports
• Shared empty states
• Shared operator cards, blue active tabs, and mono metric readouts for totals

That means the analytics area feels consistent even when you move between very different pages.

Where to Start

• Start with Revenue Analytics for overall momentum.
• Open Margin Analysis when revenue looks good but cash feels tight.
• Use Retention and At-Risk when recurring customers are slipping.
• Use Operations Reporting or Schedule Efficiency when field execution is the issue.
• Use Rehash Analytics when the office is actively working unsold residential quotes back toward a close.