Reports

Since this video: each project now has a Budget tab: its budget from the signed quotes against what it has cost, by materials, subs, crew, fees and other, with overruns flagged. Profit per job shows each job's budget too.

Reports turns your work into numbers and charts, from leads and sales to profit and customers. This video walks through each tab, and who gets to see them.

Tabs and dates

Open More, then Reports. Eight tabs run across the top, and every report starts with this year so far. Open Filter and sort to change the dates, or narrow to one location, person, source or kind of job; Clear all shows all time. In many charts, click a bar to narrow to it.

Leads and marketing

Leads and marketing starts with the Leads board right now. Below are leads by source over time, the funnel from lead to estimate to quote to deal, time to first contact, cost per lead by channel, and leads by person.

Sales

Sales shows the Deals and Quotes boards right now, your pipeline by stage and your win rate. Then the year so far: what you sold, your average sale, and the year projected at your pace, by designer and by location, with what your marketing cost.

Production

Production covers the jobs: the Projects board right now, jobs by stage, jobs finished on time or late, change orders signed, service calls opened, and where warranty certificates stand.

Purchasing and labor

Purchasing shows the Orders board, spend by supplier and late deliveries, then materials by supplier. Labor does the same for subs: what's owed now, and what each sub was committed and paid. On both, pick one supplier or sub, and choose which day counts.

Profit per job

Profit per job puts each signed job's contract and change orders against its costs: materials, sub labor, your crew's logged hours, and job expenses. See profit and margin by month, location, kind of job and designer. Jobs with no costs yet are flagged. Click a job to see what it cost.

Calls, texts and customers

Calls and texts shows when calls come in, calls answered and missed, how fast texts got an answer, and each person's numbers. Customers counts contacts added, documents signed, reviews, and your feedback score.

Downloads

Profit per job, Purchasing and Labor each have a CSV button that downloads the table for a spreadsheet or your accountant. Open the board, at the top of each box, jumps straight to that board.

Who sees Reports

Owners and admins always see Reports. At the bottom of the page, Who sees Reports lets them open it to anyone else: tick people, or a whole department. Everyone else won't find Reports in the menu or in search.

Look at Profit per job once a month, and fill in missing costs while the job is still fresh in your mind. Next: Payroll.