Note: This feature is currently in beta testing and only released to a select group of Pros.
The business insights page helps you answer “how am I doing” by allowing you to compare your revenue and average job size against similar businesses using Housecall Pro.
Accessing the page
You can view your business insights by clicking on the reporting tab, then navigating to the business insights page.
How to use the page
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 avg job size: Average value of completed jobs (in Housecall Pro) for the time period.
Similar businesses avg 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 avg 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.
