Reports That Actually Run Your Business
Reporting & Analytics is part of SalesThumb. Most dashboards make you build your own reports and decide which metrics matter before you see a single number. SalesThumb's reporting is built around the questions tint, PPF, and detailing shop owners actually ask — which service makes the most money, who's the best installer, are we trending up or down this month, what's the average ticket and close rate — and answers them without any setup. Revenue, service mix, technician performance, customer value, and trend views are there the moment you open the Reports page. (SalesThumb is pre-launch and running daily at the founder's own shop; the reporting described here is what's in the live product.)
The Problem: Generic Dashboards Make You Do the Work
Most business apps ship a blank dashboard and leave the rest to you — pick the metrics, add the widgets, set the date range, save the view. Most shop owners don't have time for that, so they either skip reporting entirely or end up staring at numbers that don't help them decide anything.
The result is that you can't easily tell whether tint is more profitable than PPF this month, whether you're trending ahead of last month, or which installer is fast versus which one is generating callbacks. Those are the questions you need answered at a glance — not after an afternoon of configuration.
- Blank by default — most dashboards show nothing until you build them
- Configuration takes time most owners never spend, so reporting goes unused
- Revenue without context — no service-type breakdown, no profit-per-job
- No built-in trend view to show whether you're growing or slipping
- No installer-level numbers, so coaching decisions come down to gut feel
How SalesThumb's Reporting Works
Open Reports and the headline numbers are already there: revenue for the period, jobs and appointments completed, average ticket, and close rate. From the same place you can break revenue down by service type — tint vs. PPF vs. detail — so you know which line to push next quarter.
Technician reporting puts each installer's completed-job count and revenue produced side by side in a leaderboard, with efficiency and a Tech Efficiency view so you can see who's fast, who generates callbacks, and whose customers come back. Customer reporting shows your top customers, lifetime-value segments, first-vs-repeat split, and a churn-risk view of who's drifting away.
Trend is built in — a four-week trend, year-over-year comparison, and average-ticket trend show whether this month is tracking ahead of or behind the last. Reports run over a date range you choose, and any panel can be exported to CSV for accounting or a team meeting.
- At-a-glance KPIs — revenue, jobs completed, average ticket, and close rate without any setup
- Revenue by service type — tint vs. PPF vs. detail, plus your top services and service mix
- Gross profit per job — when you track material costs in inventory, profit shows per job, not just revenue
- Installer leaderboard — jobs completed and revenue produced per technician, side by side
- Tech efficiency view — surfaces who's fast, who generates callbacks, and whose customers return
- Trend built in — four-week trend, year-over-year, and average-ticket trend
- Customer value — top customers, lifetime-value segments, first-vs-repeat, and churn risk
What's Included
Reports run over the date range you pick and reflect your live data — they read from the same records as the rest of the shop, so what you see is current. Multi-location shops get a unified HQ rollup across every location, with the option to drill into a single shop, and the whole Reports library is one place rather than scattered exports.
Because SalesThumb is the system that books the job, runs it, and collects payment, the reporting is built on your real shop data instead of something you have to stitch together from spreadsheets and a separate accounting tool.
- Custom date ranges — pick the period you want to report on
- Per-location and HQ rollup — one consolidated view across shops, or drill into a single location
- Export to CSV — download report panels for Excel or accounting reconciliation
- Year-over-year and period comparisons — see this stretch against the last
- Technician coaching data — completed jobs, revenue, and callback signals per installer
- QuickBooks invoice push (one-way) so paid invoices land in your books for full P&L
Frequently asked questions
Can I see profitability, not just revenue?
Yes, to a point. Revenue is broken out by service type, and a Gross Profit per Job report shows profit when you track material costs in inventory. For full P&L, paid invoices push one-way to QuickBooks, which handles the complete profit picture.
How far back can I see historical data?
Reporting covers your data from the day you start using SalesThumb. You set the date range on each report, so you can look at today, this month, year-to-date, or any custom span back to your first records.
Can I see which customers are slipping away or due to come back?
Yes. A Churn Risk report surfaces customers who are drifting based on their visit history, and lifetime-value and first-vs-repeat reports show who your best and returning customers are. SalesThumb can also automatically text lapsed customers a winback offer to bring them back in.