Using Reports — Overview, Sales, Financial, and More
BuilderMate's reporting suite gives you a bird's-eye view of your business — from lead conversion and revenue trends to project breakdowns and cash flow. All reports are available from a single screen with powerful filtering and comparison tools.
Who Can Access This
- Admin and Team Member users can access all reports.
- Field Users cannot see reports.
Where to Find It
Navigate to Reports from the sidebar. You'll see a tabbed interface with different report categories.
Report Tabs
Overview (Business Overview)
Your top-level KPIs at a glance:
- Total revenue
- Total expenses
- Profit
- Active projects
- New leads
- Conversion rates
This is the tab to check when you want a quick pulse on how the business is doing.
Sales (Sales Performance)
Dive into your sales pipeline:
- New leads over time — a chart showing lead volume trends.
- Lead-to-project conversion rate — how effectively your team turns leads into projects.
- Revenue by lead source — see which marketing channels are driving the most revenue.
- Sales funnel visualization — track how leads move through your pipeline stages.
Leaderboard
Rank your sales team by performance:
- Revenue generated and commissions earned per salesperson.
- Exportable to Excel or PDF for team meetings and bonus reviews.
Financial (Financial Performance)
A deeper look at your finances:
- P&L overview — profit and loss at a glance.
- Revenue vs. Expenses trend — see how the gap between income and spending changes over time.
- Profit margin trends — track whether your margins are improving or slipping.
- Period comparisons — compare current performance against previous periods.
Projects (Project Intelligence)
Understand your project portfolio:
- Project type breakdown — which types of work you do most.
- Status distribution — how many projects are in each stage.
- Average project size and value — benchmark your typical job.
- Timeline metrics — how long projects take from start to finish.
Cash Flow
Stay on top of money coming in and going out:
- Accounts Receivable (AR) analysis — what clients owe you.
- Accounts Payable (AP) analysis — what you owe.
- Invoiced vs. Paid trends — spot billing and collection gaps.
- Aging analysis — identify overdue payments.
Vendors
Analyze your subcontractor and vendor spending:
- Vendor/sub spend analysis — total spend per vendor.
- Top vendors by spend — ranked list.
- Spend breakdown by vendor — see where your money goes.
Change Orders
Track change order activity:
- Volume over time — how often change orders happen.
- Total value — the dollar impact of changes.
- Approval rates — what percentage get approved.
- Breakdown by type — understand why changes are happening.
Global Filters
Every report tab supports the same set of filters, so you can slice and dice your data consistently:
- Date Range — choose from presets (this month, this quarter, this year, etc.) or set a custom range. The chart granularity auto-adjusts based on the range you select.
- Project Types — multi-select to focus on specific work categories.
- Lead Sources — multi-select to analyze specific marketing channels.
- Team Members — multi-select to see individual or group performance.
- Project Statuses — multi-select to filter by where projects stand.
Comparison Mode
Toggle comparison mode to see the current period alongside the previous period. Charts and KPIs will display percentage changes with up/down arrows, making it easy to spot trends and measure progress.
Drill-Down
Click on any chart element — a bar, a pie slice, a data point — to open a detail modal with tabular data behind the visualization. This lets you go from the big picture to the specific records without leaving the reports page.
Pro Tip: Use the date range filter with comparison mode turned on before a quarterly business review. You'll have instant period-over-period metrics ready to share with your team or partners.