Analytics & Reporting

Roofing Business Analytics — Pipeline, Revenue & P&L Dashboards

Know your numbers. Pipeline value, revenue trends, profit margins, and team performance — all in one place, updated in real time.

Data-Driven Roofing Business

Most roofing contractors run their business on gut feeling. They know they are busy, but they cannot tell you their close rate, average job value, or which lead source actually produces paying customers. With the roofing industry employing over 150,000 workers according to Bureau of Labor Statistics roofing industry data, competition is fierce — and data-driven contractors win. Roof Visualizer Pro changes that.

Every contact, job, proposal, invoice, and visualization feeds into a unified analytics engine. No manual data entry. No spreadsheets. Just open the Reports tab and see exactly where your business stands.

  • Pipeline value tracking with stage-by-stage breakdown
  • Monthly and quarterly revenue reports
  • Profit and loss tracking
  • Lead source attribution and conversion rates

Pipeline Analytics

See exactly how much revenue is sitting in each stage of your sales pipeline. Track jobs from lead to close and identify bottlenecks where deals stall. Weighted pipeline value gives you a realistic revenue forecast based on historical close rates at each stage.

  • Total pipeline value by stage (Lead, Quoted, Sold, In Production, Complete)
  • Stage conversion rates — where deals drop off
  • Average days in each stage
  • Weighted pipeline forecast for the next 30/60/90 days

Revenue Reports

Track closed revenue by month, quarter, and year. See trends over time, compare periods, and forecast future revenue based on current pipeline. Revenue is pulled directly from signed proposals and paid invoices — no manual entry required.

  • Monthly and quarterly revenue charts
  • Year-over-year comparison
  • Average job value and close rate trends
  • Revenue forecasting from pipeline data

Profit & Loss

Revenue without expense tracking is only half the picture. The P&L dashboard tracks income from invoices against material costs, labor, and overhead so you can see actual profit margins per job, per month, and per quarter.

  • Income vs. expense tracking
  • Per-job profit margin calculation
  • Monthly and quarterly P&L statements
  • Expense categorization (materials, labor, overhead, marketing)

Lead Attribution

Know which marketing channels actually produce paying customers. Track leads from source to close and see real ROI by channel. Stop wasting money on lead sources that generate tire-kickers and double down on what works.

  • Source tracking (website, referral, canvassing, storm, social media)
  • Conversion rate by source
  • Average job value by source
  • Cost-per-acquisition when marketing spend is tracked

Team Performance

See who on your team is closing deals and who needs coaching. Per-rep dashboards show activity volume, close rates, average deal size, and revenue generated. Use it for weekly one-on-ones or to set commission targets.

  • Per-rep activity tracking (calls, proposals, closes)
  • Close rates and average deal size by team member
  • Revenue leaderboard
  • Response time and follow-up metrics

Data Integrations

Analytics pulls data from every module in the platform. No CSV imports. No manual reconciliation. Everything is connected.

CRM

Contacts, jobs, pipeline stages

Proposals

Sent, signed, and declined

Invoicing

Paid, pending, and overdue

Visualizer

Usage, product popularity, conversions

Use Cases

Monday Morning Pipeline Review

Open the pipeline report, review weighted forecast, and prioritize follow-ups for the week. Know exactly how much revenue is within reach.

Quarterly Business Review

Pull revenue, P&L, and lead attribution reports for your quarterly meeting. Show partners and investors real numbers, not estimates.

Marketing Budget Optimization

Compare lead source conversion rates and average job values. Redirect budget from low-performing channels to high-ROI sources.

Sales Team Coaching

Use per-rep close rates and response times to identify coaching opportunities. Pair top performers with newer reps using data, not opinions.

Explore More Features

Social Media

AI content generation and scheduling
Google Reviews

Automated review requests and reputation management
Communication Hub

Built-in calls, texts, and email

Frequently Asked Questions

What reports are included?
Pipeline value tracking, revenue reports (monthly and quarterly), profit and loss statements, lead attribution by source, and team performance dashboards. All data is pulled from your CRM, proposals, and invoicing modules automatically.
Can I export reports?
Yes. Every report can be exported to CSV or PDF for sharing with partners, accountants, or your team during weekly meetings.
Does analytics track visualizer usage?
Absolutely. You can see how many visualizations were generated, which products are most popular, conversion rates from visualization to proposal, and credit consumption trends.
How far back does data go?
Analytics covers your entire account history from the day you signed up. There is no data retention limit — every job, proposal, and invoice is included in reports.
Is there a separate cost for analytics?
No. Business analytics are included in every plan. Starter, Pro, and Elite all get full access to pipeline, revenue, P&L, and team performance reports.

Stop Guessing. Start Knowing.

Every job, proposal, and invoice feeds your analytics. See exactly where your roofing business stands.

Start Free Trial View Pricing

7-day free trial with 30 visualizations included