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Reporting business insights

Track your progress, manage and advance your business goals, streamline your business.

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Written by James Nichols
Updated over a week ago

Note: This feature is currently in beta testing and only released to a select group of Pros.

Streamline your business insights with ease using Business Insights. This tool empowers you to manage and advance your business goals effectively. Simply set a revenue goal and track your progress against the goals you’ve set.

Accessing the page

You can view your business insights by clicking on the 'Reporting' tab in your top navigation bar, then navigating to the business insights page.

Getting started is a breeze

Step 1: Upon arrival, locate and click the blue "SET GOAL" button on the right side.

Step 2: Once the “SET GOAL” button is clicked, a dialog box will appear. If you have more than 1 year's worth of revenue data in Housecall Pro, you’ll see how much money you’ve made in the last 12 months which will be your baseline revenue as you consider how to set your revenue goal.

From there, you’ll see a few pre-suggested options for setting your revenue goal for the next 12 months. You can select from predefined increases of 10%, 15%, or 20%, or opt for a custom goal where you define the percentage increase yourself. Once you've chosen a goal, it will be broken down by week, month, quarter, and year.

Step 3: Select the blue 'SAVE' button in the bottom right corner.

Step 4: After confirming your selection, your revenue goal will update on your goal tracking card. You can always revisit and adjust your goal by clicking the blue pencil edit icon under the 'My goal' title, allowing for unlimited modifications.

Now, let's delve into your metrics:

  • Target: The amount of Completed Revenue you should have achieved by today to stay on course for your revenue goal.

  • Status: You'll be informed if you're Ahead, Behind, or On Track to reach your goal.

    • Surpassing your target in completed revenue means you're ahead.

    • Falling short of your target in completed revenue indicates you're behind.

    • If your completed revenue is equal to your target, you're on track.

  • Status Pill: This visualizes the dollar value of how much ahead or behind you are in relation to your revenue goal.

  • Completed Revenue: Reflects the progress you've already made towards your revenue goal. Your completed revenue is revenue from any jobs completed during your selected time frame

    Note: Revenue excludes taxes and tips.

  • Scheduled Revenue: Predicts revenue based on scheduled jobs, including those not yet completed within the selected timeframe (Excluding taxes and tips).

  • Revenue Gap: Identifies opportunities to bridge the disparity between your completed and scheduled revenue and your revenue goal, guiding you toward potential sales opportunities. The revenue gap is calculated as your revenue goal minus the sum of your completed and scheduled revenue.

Benchmarks

The bottom half of the business insights page gives you a snapshot of your performance against a benchmark set of peers.

What is a benchmark?

A benchmark is a data point that helps you compare your performance against a set of similar businesses.

For the business insights page in Housecall Pro, we determine similar businesses using the below criteria:

  • Climate region: Based on your business address (We only compare you with companies in a similar climate to account for weather impact on operations).

  • Cost of Living (Zip Code): We use your zip code to make sure we're only comparing you to other Pros with a similar cost of living.

  • Industry: Based on your self identified primary industry with Housecall Pro (We only compare you with other businesses that have the same primary industry).

  • Number of Employees: Based on your self identified employee count with Housecall Pro (We only compare you with other business with the same employee count).

After determining your peer group, we use data from similar Housecall Pro businesses to determine benchmark revenue and average job sizes.

  • Your revenue: Value of completed jobs (in Housecall Pro) for the time period.

  • Similar businesses revenue: Value of completed jobs (in Housecall Pro) across all businesses that have the same attributes as you (climate region, cost of living, industry and number of employees). The range represents the 25th percentile to 75th percentile of similar businesses.

  • Your average job size: Average value of completed jobs (in Housecall Pro) for the time period.

  • Similar businesses average job size: Average value of completed jobs (in Housecall Pro) across all businesses that have the same attributes as you (climate region, cost of living, industry and number of employees). The range represents the 25th percentile to 75th percentile of similar businesses.

How to read the chart

The chart represents the range of revenue and average job size across all similar businesses. The first section represents 0-25th percentile of revenue, middle section 26-75th percentile and the top section is 75th+ percentile. Your revenue and average job size are plotted on the chart so you can understand how you compare to similar businesses.

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