Reporting Overview

CleanEstimate Pro uses a shared reporting hub for analytics. Open Reports in the blue left sidebar, or go directly to /admin/analytics, to see grouped report cards and the report tabs available to your role.

Owners and managers can also open More > Analytics in the native mobile app. Mobile Analytics is read-only and uses the currently selected workspace; it never shows preview or sample values. The Today, Week, Month, Quarter, and Year controls apply a bounded reporting period to every mobile report.

The live mobile report family includes:

• Business overview and the expanded operational detail
• Lead sources by service module
• Salesperson pipeline, wins, response, and close performance
• Crew revenue, completion, on-time performance, callbacks, and crew pay
• Accepted revenue and estimate count by service
• Suds Club growth, active memberships, monthly recurring revenue, and

four-visit utilization

The server requires the effective View Analytics permission and an owner or manager membership. Removing that permission closes the mobile report at the API even if an older app still contains a link.

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 styling as the rest of the admin workspace, and then groups the rest by report family.

The Reports hub and its contextual tabs are permission-aware. Owners and managers with View Analytics access see only the report destinations enabled for their role and workspace. Reports that are not available do not appear as inactive or unusable tabs.

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:

• Permission-aware contextual report tabs
• 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.