Analytics & Reports

Total Monthly Sales

$2,040,000

+12.5% from last year

Total Yearly Sales

$2,040,000

Current year total

Jobs This Year

443

+8.3% from last year

Avg Profit Margin

30.0%

+2.1% from target

Conversion Rate

91.0%

Deals closed successfully

Jobs Lost

40

This year total

Avg Job Value

$4,604.97

Per completed job

Monthly Sales & Jobs

Sales & Job Counts

Job Status Breakdown

Estimates: 35
Accepted: 28
In Progress: 15
Completed: 87
Denied: 12
Follow-up: 8

Jobs Completed Per Technician by Month

Mike Johnson

118

Total Jobs

Tom Wilson

93

Total Jobs

Lisa Anderson

132

Total Jobs

Robert Chen

81

Total Jobs

Sarah Martinez

104

Total Jobs

David Kim

69

Total Jobs

Profit Margin Trend

Job Lost Tracker

Loss Reasons Analysis

12

Budget Issues

8

Timeline Conflicts

11

Competition

7

Other Reasons

Conversion Rate Analysis

Estimates Created
100%
443
Estimates Accepted
69%
307
Jobs Started
62%
276
Jobs Completed
91%
403

Overall Conversion Rate

From initial estimate to completed job

91.0%

Success Rate