Revenue Analytics

Open More > Analytics to land in the shared reporting hub. From there, click Revenue to open the dedicated revenue report.

Reporting Hub

The Analytics area is now organized as a reporting hub instead of a single revenue-first landing page. The hub keeps all of the existing analytics pages live and adds new report families for retention, operations, schedule efficiency, and franchise rollups.

Use the hub when you want to:

• Jump between report families without losing the page you already use today.
• Find the right report faster from grouped cards.
• Keep the same date-range, export, and navigation behavior across reports.

Shared Navigation

A shared report rail runs across the top of the analytics area. Depending on your workspace features, it includes:

• Overview
• Revenue
• Margins
• Lead Sources
• Sales Cycle
• Services
• Geography
• Retention
• Operations
• Schedule
• Holiday Lights
• Automations
• Franchise Reporting when the franchise feature flag is enabled

Click any report name to move between pages without leaving the analytics area.

Date Range and Export

The Revenue page uses the same shared controls as the rest of reporting:

• 30 days
• 90 days
• 6 months
• 1 year
• YTD
• All time

Use the export selector on the right to download the current view as CSV or Print.

The Print option downloads a print-ready HTML report from the shared analytics export service. Open that file in your browser to print it directly or save it as a PDF from the browser print dialog.

If an export cannot be generated, CleanEstimate Pro now shows a visible error toast instead of failing silently. That feedback applies across the shared analytics export flow, including Revenue, Retention, Operations, Schedule Efficiency, and Franchise reports.

What the Revenue Report Shows

The Revenue report remains the high-level sales summary for the business. It includes:

• Total accepted revenue in the selected range
• Revenue trends over time
• Revenue by service
• Revenue by module
• MRR and ARR approximations based on recent accepted work

This page is still the best starting point for overall sales momentum. Use the other reports to drill deeper into margin quality, lead quality, close timing, or customer retention.

Tips

• Start here, then branch out. Revenue tells you what sold. Follow with Margin Analysis, Lead Source ROI, or Sales Cycle to understand why.
• Compare modules, not just totals. Residential, fleet, commercial, and holiday lights can move differently inside the same period.
• Use the reporting hub as your entry point. The hub is the fastest way to jump into the next question once you spot a revenue change.