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 Tag
The insights profit by tag report is a donut graph that displays the profit in dollars for projects that have been completed in the given date range and has a tag in the internal notes that matches one, or more, of the reporting tags.
Tagging projects is critical to take advantage of the detailed reporting available.
Tagging is done in the internal notes field of the project detail and can be done when a project is created and edited later and adjusted based on project scope of work changes.
Some tags might include #Residential, #Commercial, #Interior, #Exterior but these can be adjusted to suit your business.
These reporting tags are maintained on the Company Info page under settings.
The report is a donut graph with the company info report tags across the top and the donut representing the profit dollars on projects with those tags in the given period. The profit dollars are reported in real-time so as expenses / hours are added to projects the total profit dollars will change
There is a hover feature that will display the total dollars and the tag name if the cursor is placed on the donut section.
The output here is based on the tag name being in the company info, the project having that tag in the internal notes and the project being completed during the period of the report date range. Tags 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 profit by tag report:
- Settings > Company Info
- This is where the reporting tags are managed (revenue by tag, profit by tag)
Understanding the Profit by Tag Report
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