ReportsPlus
Sales, production, financial & customer reports — custom dashboards & analytics
Revenue MTD
$284,500
+12.3%
Jobs Completed
18
+3 vs last month
Avg Margin
34.2%
-1.1%
Lead Conversion
28%
+4.2%
Avg Job Size
$15,800
+$1,200
Customer Rating
4.8/5
+0.2
Monthly Revenue Trend
$185K
Jan
12 jobs · 33%
$210K
Feb
14 jobs · 34%
$265K
Mar
17 jobs · 35%
$285K
Apr
18 jobs · 34%
Sales Reports
8 reportsProduction Reports
8 reportsFinancial Reports
8 reportsCustomer Reports
8 reportsSales Rep Performance
| Rep | Closed | Revenue | Margin | Conversion | Performance |
|---|---|---|---|---|---|
| 1James Bond | 12 | $189K | 36.2% | 42% | |
| 2Sarah Mitchell | 9 | $143K | 34.8% | 38% | |
| 3Carlos Rivera | 8 | $119K | 33.1% | 35% | |
| 4Mike Thompson | 6 | $95K | 31.5% | 28% | |
| 5Alex Rodriguez | 5 | $78K | 35% | 32% |