It lets you drill down into the data so you can know which leads are bringing in the most revenue, how quickly you’re closing deals, what your win rate is, where your bottlenecks are, how your sales team is performing - and a whole lot more.
So that you can;
know where your marketing spend is working
improve your speed to lead
focus on the weak spots in your workflow
What it does:
Tracks the data from your job pipeline as you manage your jobs from start to finish. The data is displayed in three dashboards based on different aspects of your business.
Job Report
Setting Up Your Dashboards
Each dashboard automatically reflects the data from your jobs. However, the data in your performance dashboards is only as good at the data in your job cards.
To get the most accurate intel on the way your business, always keep your jobs up to date in Roofr. The more details the better. The more historical data you have, the more you can optimize your performance.
How to use the Roofr Performance Dashboard - Job Report
Set your filters
View your Job Reports by time period:
Day, week, month, quarter or year
Then refine your view (optional) by:
Address, customer, owner, stage, status, workflow or dates
💡 Click Reset to view all lifetime jobs on your report
💡 Set a 'Job Created' date and a comparison date to see percentage change in the KPI cards and compare performance across time periods.
Breakdown by Workflow
Helps you understand where the jobs are concentrated and spot any patterns or seasonality
Workflow Value Trends
Shows which workflows are driving the most revenue
Overall Metrics by Workflow
Shows specific metrics and values for each workflow
Detailed Job Chart
Contains all jobs data and can be sorted and filtered as needed
💡 Click Export Data to export the data in this chart 💡 When you apply filters in the Performance/Job Reports dashboard, such as date ranges or specific job stages, these filters are preserved during data export. This ensures that the exported CSV file reflects the filtered dataset, maintaining consistency between the dashboard view and the exported data.
Want more detail?
Click on any chart to open a window to view the underlying data
💡 Definitions:
Closed or Won includes both Won jobs and Completed jobs
Lost includes both Lost jobs and Unqualified jobs
Total value: The combined dollar value of all jobs in the selected date range
Average job value: The average dollar value per job, excluding any jobs valued at $0
Total jobs lost: The number of jobs that didn't convert, includes both Lost and Unqualified jobs
Job lost average: The average dollar value of jobs that didn't convert (Lost or Unqualified), excluding $0 jobs
Total revenue: A running total of revenue over time from jobs that were Won or Completed
Job count by workflow: How many jobs were Won or Completed, broken out by workflow type
Revenue by workflow: Total revenue from Won or Completed jobs, broken out by workflow type
Win rate: The percentage of jobs that ended up Won or Completed, out of all jobs that reached a final outcome (Won, Completed, Lost, or Unqualified)
Jobs pending: Jobs still active in the pipeline, meaning they haven't yet reached Won, Completed, Lost, or Unqualified Incoming leads: Refers to jobs currently in the designated "incoming" stages of your job board. These are counted based on their current stage in the pipeline, not based on when or where the job originated.