§ Sheet 06.7 / 06 · Reports
THE NUMBERS.
EVERY MONDAY.
Win-rate by trade. Margin trend by quarter. Pipeline value by stage. Top projects by GP. Built for owners who want to walk into Monday with the numbers, not chase them.
§ On the dashboard
WHAT YOU SEE.
| KPI BAR | 6-month total · Average per month · Win rate · Margin average |
| REVENUE | By month · grouped by trade |
| TRADE MIX | Which trades drive the most revenue, the highest margin |
| MARGIN | Per trade · per project · trend over 6 months |
| TOP | Top 10 projects by GP · drill-in to line items |
§ Crew tier
WHO GETS WHAT.
Crew unlocks the full reports surface — revenue, trade mix, margin, top-projects, and the drill-down. Pro and Elite see the KPI bar only. The deeper visualizations live on Crew because that's the customer set with multi-quarter trend data worth charting.
§ Pairs well with
KEEP EXPLORING.
§ Feature
Schedule + Gantt
Drag-and-drop Gantt with slip alerts. One link to share the schedule with the client.
§ Feature
Cost Workspace
Saved material + labor assumptions per zip. Supplier-aware regional rates.
§ Feature
Stripe Connect
Sign and pay in one tab. 0% platform fee on Pro+. Stripe pays out to your bank.
§ Equip the crew
Walk into Monday with the numbers.
Reports + analytics included on Crew · $399/mo flat for 10 seats.