CRM reporting software
Nine reports on one page, covering revenue, top services, service profitability, receivables aging, expected cash and quotes. Set any date range, compare it against the period before, and export what is on screen to CSV.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- Live in 5 minutes
- No setup fee
- No long-term contract
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
When you can't see the patterns
Without clear reporting, you are running your business on gut feeling. Decisions about hiring, pricing, and marketing need data, not guesswork.
No Clear Picture of Revenue Trends
You know money is coming in, but you cannot tell if revenue is growing, flat, or declining month over month. Without trend data, you miss early warning signs and growth opportunities.
Technician Performance Is Invisible
Some technicians complete twice as many jobs as others, but you have no data to measure it. Without productivity metrics, you cannot reward top performers or coach underperformers.
Service Profitability Is Unknown
You offer multiple services but do not know which ones generate the most revenue or get booked most frequently. Pricing and marketing decisions happen without the data to back them up.
How the reporting page is built
- 1
Open the Reports Dashboard
Navigate to the Reports page to see your complete business analytics. KPI cards at the top show revenue, job count, client growth, and average job value at a glance.
- 2
Explore Visual Charts and Trends
Interactive charts display revenue over time, work order trends, technician comparisons, and service breakdowns. Hover over data points for detailed figures on any time period.
- 3
Filter by Date Range
Narrow your analysis to any time window using the date range picker. Compare this quarter to last quarter, or drill into a single week to understand a revenue spike.
- 4
Export Data as CSV
Download any report as a CSV file for deeper analysis in Excel or Google Sheets. Filtered views export exactly the data you see, making it easy to share insights with partners or accountants.
The nine reports, named
Revenue Trend Analysis
Track monthly and weekly revenue with line charts that show growth patterns. Identify seasonal trends, measure the impact of pricing changes, and forecast future income based on historical data.
Technician Productivity Metrics
Compare job completion rates, average job duration, and revenue generated per technician. Use these insights to balance workloads, set performance goals, and make informed hiring decisions.
Top Services Breakdown
See which services generate the most revenue and get booked most frequently. Identify underperforming services that may need repricing or better marketing to drive demand.
Client Growth Tracking
Monitor new client acquisition over time and track the ratio of active versus inactive clients. Spot growth trends and measure the effectiveness of your marketing and referral efforts.
KPI Dashboard Cards
Key performance indicators are displayed as summary cards at the top of the reports page. See total revenue, completed jobs, new clients, and average job value updated in real time.
Date Range Filtering and CSV Export
Apply custom date ranges to any report and export the filtered results as CSV. Share reports with business partners, import into accounting software, or build custom spreadsheets.
The number each trade watches
The service businesses that get the most out of this feature, and the specific way each one uses it.
Live KPIs from real businesses
Preview the reporting dashboard that gives you complete visibility into revenue, productivity, and growth metrics across your business.
42680$
Revenue This Month
12.4%
Revenue Growth
385$
Avg. Job Value
- +12.4%
March
$42,680 from 111 completed jobs
- +8.1%
February
$37,960 from 98 completed jobs
- +3.2%
January
$35,120 from 89 completed jobs
Reporting questions
What time periods can I analyze in reports?
Can I export report data for my accountant?
How is technician productivity calculated?
Is the reporting dashboard available on the Starter plan?
What reporting costs
All plans
On every plan, at no extra cost
Every report, every chart and CSV export are on all four plans. Nothing here is metered and nothing is held back for a higher tier.
View all plansWhere the numbers come from
Smarfle against a spreadsheet and a BI tool
See how Smarfle's approach compares with the tools businesses commonly evaluate alongside us.
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