What does each report figure mean?
Each report figure carries the definition below, as Zaras shows it.
- Revenue: Cash-basis revenue: payments received in this period. Counts actual money collected, not the value of jobs completed.
- Outstanding: Unpaid balance across all open and partially paid invoices. Excludes voided and written-off.
- Overdue (financial): Invoice balance past due date. Includes open and partially paid invoices only.
- Avg invoice: Average total per invoice created in this period.
- Payments received: Revenue under its Financial name.
- Expenses (Expenses logged on Team): Expenses logged in this period, by expense date. Includes expenses on both jobs and estimates.
- Invoice summary: invoices created in the range, with status, total, paid and balance.
- Labor cost: Cost of approved labor entries in this period, based on hourly rates.
- Gross profit: Revenue from completed jobs minus the costs to deliver them (materials, expenses, and labor). Only includes costs tied to completed jobs — not the same as total expenses. Can be higher than revenue if completed work hasn't been fully paid yet.
- Profit margin: Gross profit as a percentage of completed job totals for jobs completed in this period.
- Active jobs: Live count of active jobs — includes unscheduled, scheduled, and anytime statuses.
- Overdue (jobs): Live count of active jobs past their scheduled end date.
- Completed (jobs): Jobs completed in this period.
- Canceled (jobs): Jobs canceled in this period.
- Avg completion: Average calendar days from creation to completion, for jobs completed in this period.
- Total visits: Scheduled job visits with a start date in this period. Does not include estimate or calendar event visits.
- Visit completion: Completed visits as a percentage of all scheduled visits in this period.
- Estimates sent: Estimates sent in this period.
- Accepted (estimates): Estimates accepted in this period.
- Declined (estimates): Estimates declined in this period.
- Conversion rate: Accepted estimates as a percentage of decided (accepted + declined) estimates in this period.
- Avg estimate: Average value per estimate sent in this period.
- Sales rep performance: Acceptance and value by rep.
- Open pipeline: Value of all currently open estimates, regardless of date range. Excludes drafts, accepted, declined, and expired.
- Expiring soon: Sent estimates expiring within the next 7 days
- Technicians: Active workspace members with technician roles.
- Approved hours: Approved labor hours in this period.
- Avg labor / job: Average approved labor time per job, for jobs with labor entries in this period.
- Pending approval: Draft labor entries in this period awaiting manager approval.
Reports need View reports. Cost, margin and profit figures also need View cost & profit.