Revenue is up but the bank account is not.
Margin Analysis puts revenue, cost, gross profit, and gross margin side by side on the work you actually sold, then adds callback leakage so you can see what the redo jobs cost you.
Margin AnalysisReporting
Stop guessing where the money went.The reports already know.
Fourteen reports built for exterior cleaning, not a generic BI tool you have to configure. Every one of them reads the same records your reps and crews are already creating.
Reporting is included from the Pro plan up. 44 days free, no credit card.
- 14
- Reports on one shared hub
- 4
- Report families, one navigation
- 2
- Export formats on every report
- 0
- Spreadsheets you have to maintain
Try it right here
This is what the reports look like
Switch reports along the top and change the period on the right. Hover any bar for the number behind it. No signup, no sales call, no video.
app.cleanestimate.pro/admin/analytics/revenue
Revenue
Momentum, module mix, and what actually got accepted.
CSVPrint
- Accepted revenue
- $74,860+18%
- Jobs completed
- 96+11
- Average ticket
- $779+2%
- Close rate
- 44%+5 pts
against the previous month
$16,240
$19,880
$20,320
$18,420
W1W2W3W4
Revenue by service
| Service | Estimates sent | Won | Win rate | Revenue |
|---|---|---|---|---|
| House Wash | 82 | 39 | 48% | $29,640 |
| Driveway & Concrete | 61 | 27 | 44% | $16,880 |
| Roof Treatment | 24 | 9 | 38% | $12,300 |
| Gutter Cleaning | 44 | 21 | 48% | $9,420 |
| Window Cleaning | 31 | 8 | 26% | $6,620 |
What an operator does with this
Window cleaning is getting quoted plenty and closing least. Either the price is wrong or the pitch is.
Everything above is sample data.A real workspace renders these same reports from its own records, and a period with nothing in it shows zeros instead of a demo company.Switch reports and periods above
What you are really asking
Four questions every owner asks in January
These are not dashboards you have to remember to build. They ship configured.
Which of my lead sources is worth the money?
Lead Source ROI compares total revenue, win rate, lead volume, commission paid, upsell revenue from existing clients, and brand-funded source performance. You stop guessing which ad spend to cut.
Lead Source ROIAre my repeat customers quietly leaving?
Retention buckets every account into active, at risk, dormant, or new before the churn shows up in revenue, so the office can work a renewal list instead of reacting to a bad quarter.
Retention and At RiskWhy are we losing deals we should win?
Sales Cycle measures how long a lead takes to reach estimate sent, and where prospects drop off. Slow first response is usually the whole story.
Sales CycleThe catalog
Every report, and what is in it
Grouped into four families so you can move between related reports without hunting through a menu.
Sales and growth
Revenue
Overall momentum: trends over the period, module mix, and accepted work.
- Revenue trend
- Module mix
- Accepted work
- Period comparison
Margin Analysis
What you kept, not just what you billed, including the cost of going back out.
- Revenue
- Estimated and actual cost
- Gross profit
- Gross margin
- Callback leakage
- Sold to job conversion
Lead Source ROI
Which channels pay for themselves and which ones you are subsidizing.
- Total revenue
- Win rate
- Lead volume
- Commission paid
- Upsell revenue
- Brand-funded sources
Service Mix
Every service you sell, ranked by what it brings in and how often it closes.
- Estimates sent
- Won
- Win rate
- Revenue
- Average deal size
Geography
Revenue by ZIP and city, so you can see which side of the county is worth the drive.
- Estimates sent by area
- Won
- Win rate
- Revenue
- Average deal size
Sales Cycle
How long a deal takes and which stage is eating the days.
- Time to estimate sent
- Stage duration
- Drop-off points
- Rep-level breakdown
Customer health
Retention and At Risk
Flags accounts before they churn instead of after.
- Active
- At risk
- Dormant
- New
- Renewal candidates
Operations
Operations
Crew productivity, crew pay, and receivables in one place.
- Crew pay totals
- Crew productivity
- AR aging buckets
- Overdue invoice list
Schedule Efficiency
Whether the board is full and whether the crews are hitting it.
- Scheduled jobs
- Completed jobs
- Schedule fill rate
- On-time rate
- Rescheduled
- Cancelled and reasons
Specialty
Rehash Recovery
Money you got back out of quotes that were already dead.
- Active rehash quotes
- Recovery rate
- Recovered revenue MTD and YTD
- Average recovery days
- Stage load
Automation Analytics
Whether your follow-up is actually reaching people.
- Average time to contact
- Contact rate
- Auto-dial connect rate
- At-risk leads
- SMS and email delivery health
- Sequence performance
Holiday Lights
The seasonal business gets its own numbers.
- Seasonal revenue
- Contract volume
- 1-year against 3-year mix
- Close rate
- Rebooking rate
- Inventory value and QC
Canvassing
What the door knocking actually produced.
- Route and shift review
- Property history
- Conversion metrics
- Field map filters
- Exports
Franchise Rollups
For multi-location and franchise groups. Requires the franchise hierarchy.
- Royalty rollups by module
- Brand-funded contribution
- Territory utilization
How the hub works
Same controls on every report
The point of a shared hub is that you learn it once. Nothing about the date picker or the export changes when you move from revenue to crew pay.
One date range, everywhere
Presets plus exact start and end selection on every report page, so you are never comparing one report on a month against another on a quarter.
CSV and print exports
Every report exports to CSV or a print-ready file, including retention, operations, schedule efficiency, and the franchise rollups. Hand it to your accountant without retyping anything.
Read-only on mobile
Owners and managers open the same reports from the phone with Today, Week, Month, Quarter, and Year controls. A period with no records shows zeros and an honest empty state, never sample data.
Gated by permission
Reporting requires the View Analytics permission and an owner or manager membership. Removing it closes the report at the server, not just in the menu.
Monday morning
The twenty minute routine we would run
- 1
Open Revenue first for momentum. Is the period tracking where it should?
- 2
If revenue looks fine but cash feels tight, go straight to Margin Analysis and check callback leakage.
- 3
Check Retention for accounts that slid into at risk this week and hand that list to the office.
- 4
Look at Lead Source ROI before you renew any ad spend.
- 5
Use Operations or Schedule Efficiency when the problem is field execution rather than selling.
- 6
Open Rehash when the office is actively working unsold quotes back toward a close.
A note on honesty
A brand new workspace shows zeros, not a demo company. Every number on every report comes from your own records, scoped to your organization, and a period with nothing in it says so instead of filling the screen with sample revenue.
Run a season through it and read your own numbers
Forty-four days free is long enough to build real history, then look at where the margin actually went.
- No credit card to start
- 44 days free
- Cancel from the billing page