Knowing where your company stands financially with reports from Estimate Rocket

Have you ever wondered where your projects stand work wise or if they are profitable?

Estimate Rocket has a great set of reports which will allow you to quickly check many areas of your business.

How many estimates were completed, what is my closing ratio, how did my advertising do on specific demographics and most importantly cash flow and project profitability.

Why Estimate Rocket?

Cash Flow Reports

Tracking invoices and receipts is easy in Estimate Rocket by time period. Easily balance the books based on project totals, versus invoices and finally receipts. Reports with overdue invoices to help the team correct non-payment situations.

Accountability Reports

Who is winning you the business.
What is the closing ratio by sales person.
Who is completing the biggest work orders.
Which workers are performing at a high level by always having worked hours below budgeted hours.

ROI on Marketing Analysis

In addition to the money flow and accountability reports there can also be closing ratio reporting based on source of a project (to check on marketing spend) or the zip code of a project (to check on markets served)

Open Projects / Work Progress

Not only is reporting critical at the end of projects for who completed what and how quickly and how profitably. Also the budgeted hours compared to work hours and were is the team along the process. The work progress report is typically viewed during the project because brings in the scheduled dates, the budgeted time, the worked time and any cost based estimating that has been done.