Why Estimate Rocket?
Estimate Rocket has some of the most advanced reporting in the service contractor software space.
As a service contractor you ideally would have immediate access to all your business numbers like sales, closing ratio, employee accountability, work progress (budgeted hours vs actual hours) and profitability.
Many businesses will focus on sales reports and be proud of the sales number for a given month. Taking into account the project expenses and monthly profitability can also be a key indicator of cash flow and overall business health.
The Estimate Rocket reports give you intelligent analytics for your business.
Insights - Profit by Source
The insights profit by source report is a bar graph that displays the profit in dollars for projects that have been completed in the given date range and has a source set at the project level.
Setting the correct source on projects is critical to take advantage of the detailed reporting available.
The source can be set at the time the project is created or later edited. The source must appear as a source at the company level to be displayed in the report.
Setting the source is a main data field at the project level and is set based on a drop down list that is maintained at the company level.
Some typical sources might include Online, Referral, Newspaper, Radio and essentially be the ‘how did you hear about us’ question when having a discussion with the potential client…..or being set during an import of project information through the Estimate Rocket API.
These sources are maintained on the Company Settings page under settings.
The report is a bar graph with the company settings sources across the bottom and the bars representing the profit dollars on projects with the given source in the date range period. The profit dollars are reported in real-time so as expenses / hours are added to projects the total profit dollars will change the profit dollars.
There is a hover feature that will display the total dollars and the source name if the cursor is placed on the bar section.
The output here is based on the source name being in the company settings, the project having that source in the source field and the project being completed during the period of the report date range. Settings that do not appear in the company settings but do appear on projects WILL NOT be displayed on this report.
Important Account Settings
There is 1 place for key settings with regard to the revenue by tag report:
- Settings > Company Settings
- This is where the sources are managed (profit by source)
Understanding the Profit by Source Report
Other Interesting Articles
Insights Report - Top Salespeople
Insights Report - Revenue by Tag
Insights Report - Profit by Zip Code
Insights Report - Profit by Tag
Insights Report - Profit by Source
Insights Report - Hours by Work Code
Insights Report - Estimated vs Actual Hours
Insights Report - Accepted Hours by Estimator