Reporting & Analytics
Run the business on numbers, not gut feel.
See what's booked, what's closing, and where the money is, all from live data in one place. No exports, no spreadsheets, no waiting on the bookkeeper to tell you how the month went.
Money dashboard
See the cash, not just the revenue.
Track what's coming in, what's still owed, and when payouts land, so you always know whether you can make payroll and take on the next job. The money side of the business, at a glance.
- Cash flow. What's collected, what's pending, and what's next.
- AR aging. Who owes you, how much, and how late.
- Payouts. Deposits to your account, tracked to the day.
What you can see
The reports that actually change a decision.
Know what's working in the pipeline.
See bookings, close rate, and average job size by source, rep, and trade, so you double down on what sells and fix what doesn't.
- Bookings and close rate: the health of your pipeline
- By source: which channels actually produce revenue
- Average job size: spot where the bigger tickets come from
“I finally know my close rate and my best lead source without building a spreadsheet. We shifted spend to what works and the booked number jumped.”
Why it matters
The numbers that run the business, in one place.
no exports
and AR aging
real performance
bank-ready
“For the first time I can see the whole business on one screen, what's booked, what's owed, and when it hits the bank. I make better calls because the numbers are right there.”
Composite operator based on early-access usage. Outcomes are illustrative; individual results vary.
Everything included
Everything you need to know your numbers.
Reporting questions.
Still wondering if RevCore fits your crew? Talk to our team →
Do I have to export data to see reports?
No. Reports and dashboards are built on live RevCore data, so sales, cash flow, and team numbers are always current without exporting anything or rebuilding a spreadsheet.
What does the money dashboard show?
Cash flow, AR aging, and payouts together, so you can see what's collected, what's still owed and how late, and when deposits land in your account.
Can I see performance by rep or crew?
Yes. Compare reps and crews on close rate, revenue, and output, so coaching and bonuses are based on real results rather than impressions.
Can I export reports to PDF?
Yes. Any report can be exported to a clean PDF for your lender, your bookkeeper, or your own records, in a couple of clicks.