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The vans were out every day, the fitters were flat out, and when the accounts came back in the spring there was nothing in them. Nobody can point at the jobs that did it, because the only place the money was ever added up was at the end of the year.
Installa adds it up job by job while the work is still going on: what it sold for, what it actually cost, and what was left.
Sold for, cost, profit and margin, job by job.
Sources, conversions by stage, and why the rest were lost.
Open work, weighted by the win probability on each stage.
Numbers by job and by person, with a date range and filters on every report.
Every job has a cost sheet. Materials, labour as hours against a rate, subcontractors and anything else, set beside the money actually coming in. The quote fills in the first version of it, so you are correcting a figure rather than starting from a blank page, and the scaffold that came in dearer than expected is on the job the day you find out.
The profitability report then puts every job in one table: sold for, cost, profit, margin. Sort it by the thinnest margin, or tick the box to see only the thin ones, and the pattern usually shows up straight away. It is rarely all the jobs. It is the ones with two days of scaffold, or the ones a particular person priced.
Beside it the costs are split into materials, labour, subcontractors and other, and the profit trend shows whether the last few months are going the right way.
You already have a feeling about which advert pays for itself. The lead sources report has the figures: how many enquiries each source brought, what they were worth, how many were won, and the reasons the rest were lost, because each one was given a reason when it was closed.
Conversions by stage show where enquiries stop moving. If half of them die between the survey and the quote, that is a fortnight in your own process, not a market problem.
Sales performance does the same per person: enquiries, won, lost, conversion and revenue, with a date range on it.
Enough warning to book a crew, or to stop and go out selling.
What the open enquiries are worth, both as a raw total and weighted by the win probability you set on each stage. The second number is the one to plan with.
The weighted figure is the open work multiplied by each stage’s chance of winning, so a board full of new enquiries does not read like a board full of orders. A thin likely figure is a warning you can still act on.
Installs scheduled, completed and overdue, jobs per installer, crew utilisation and the workload grid, so the plan is checked against what the team can actually fit in.
The reports are tables of numbers with bars where a comparison needs a shape. Each one has a date range and the filters that suit it. Profitability is job by job and sales performance is person by person, so you can see what sits behind a figure instead of guessing at it.
Everything is under Reports: sales, pipeline, forecast, profitability, conversions by stage, lead sources, sales performance, jobs, installation metrics, crew utilisation and workload.
These lists export to CSV, for your accountant or your own spreadsheet:
The other reports are read on the screen. There is no Excel file, and nothing is emailed to you on a schedule.
Better you know before you start than after.
Reports are only as good as the work that feeds them.
The seven numbers an owner should know, and the weekly and monthly review that turns them into decisions.
Read the guidePut in one real enquiry, draw the roof, check the design and send yourself the quote. You will know within the hour whether Installa would have caught the things that went wrong last month.
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