Revenue Analytics
Track your revenue trends, monthly performance, and financial health at a glance.
Revenue Analytics
The Analytics page gives you a real-time view of your financial performance. Navigate to Admin > Analytics to open it.
Navigation Tabs
Six tabs run across the top of the page:
| Tab | What It Shows |
|---|---|
| Revenue | Monthly trends, totals, and breakdowns by service type |
| Services | Volume and revenue per service category |
| Geography | Revenue mapped by ZIP code and city |
| Sales Cycle | Lead-to-close timing and conversion funnels |
| Holiday Lights | Seasonal holiday lighting revenue and metrics |
| Automations | Performance of automated follow-up sequences |
Click any tab to switch views. The Revenue tab is selected by default.
Date Range Filter
A date range selector sits in the top-right corner. Choose from three preset ranges:
- 3m — Last three months
- 6m — Last six months
- 12m — Last twelve months
The page refreshes immediately when you pick a new range. All charts and metrics update to reflect the selected period.
Key Metrics
Five metric cards appear at the top of the Revenue tab:
| Metric | Description |
|---|---|
| Total Revenue | Sum of all accepted and completed estimates in the selected period |
| Average Estimate Value | Mean dollar amount across all sent estimates |
| Win Rate | Percentage of sent estimates that were accepted |
| Acceptance Rate | Percentage of viewed estimates that were accepted |
| Avg Days to Close | Average number of days between sending an estimate and receiving acceptance |
Each card shows the current value and a percentage change compared to the prior period.
Monthly Revenue Trend
A line chart below the metric cards plots your monthly revenue over the selected date range. Each data point represents one month's total revenue.
Hover over any point to see the exact dollar amount and month.
Use this chart to spot seasonal patterns. Most exterior cleaning businesses see peaks in spring and fall. Knowing your pattern helps you plan staffing and marketing spend.
Revenue by Service Type
A bar chart breaks down revenue by service category. Each bar represents a service type such as House Wash, Roof Wash, Gutter Cleaning, Driveway, or Windows.
This tells you which services drive the most revenue. If one service dominates, consider whether you want to diversify or double down.
Revenue by Estimate Type
A second breakdown groups revenue by estimate type:
- Residential — Standard homeowner estimates
- Commercial — Commercial property proposals
- Fleet — Vehicle fleet wash proposals
- Holiday Lights — Seasonal holiday lighting contracts
This view helps you see the balance between your revenue streams.
Export Button
Click the Export button in the top-right corner to download your revenue data as a CSV file. The export includes all estimates in the selected date range with columns for date, client, service type, estimate type, amount, and status.
Use exports for bookkeeping, tax preparation, or deeper analysis in a spreadsheet.
Tips
- Check revenue weekly. Small dips are easier to correct when you catch them early.
- Compare periods. Switch between 3m and 12m views to see whether a slow month is seasonal or a real trend.
- Pair with Services analytics. If revenue drops but volume stays the same, your average deal size may be shrinking. See Service Mix Analytics for details.
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