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VirtualEstimate
Analytics & P&L

Reporting & Analytics

Estimated vs actual on every job, tied to payroll — a real P&L, company-wide or per branch, so you can see exactly where the money leaks.

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Reporting & Analytics in Virtual Estimate
Overview

Know your numbers — not your gut.

Dashboard KPIs, funnels and a real profit-and-loss view — company-wide or per branch — tied to the jobs you actually ran.

The dashboard

Every number that pays your bills — on one screen.

Revenue trends, jobs booked, pipeline health and top sources at a glance. Stop opening five tabs to know how the business is doing.

  • Revenue trends, 30-day or 12-month
  • Pipeline & stale-lead alerts
  • Per-manager & per-branch performance
Every number that pays your bills — on one...
The dashboard — screenshot
Real P&L

Estimated vs. actual on every job.

See where you make money and where it leaks — job profit tied to payroll and expenses, not a spreadsheet guess.

  • Estimated vs. actual profit
  • Funnels & conversion breakdowns
  • Expenses included in the P&L
Estimated vs. actual on every job.
Real P&L — screenshot
How it works

From first touch to done — without re-keying a thing.

1
Jobs run
Every quote, job and payment is captured.
2
Data rolls up
No manual exports or spreadsheets.
3
Dashboards update
KPIs and P&L refresh automatically.
4
Decide on numbers
Steer the business on facts, not feel.
The bottom line

What Reporting & Analytics does for your business.

Run on numbers

A real dashboard instead of a gut check.

Spot the leaks

See exactly where margin disappears.

Per-branch clarity

Compare locations on the same yardstick.

Better forecasting

Trends you can plan hiring and trucks around.

In depth

Most movers run on gut. This runs on numbers. Every job records what you quoted against what it actually cost, tied to crew payroll, so you can see where you make money and where it leaks.

What you get

  • Dashboard KPIs at a glance.
  • Estimated vs actual on every job, tied to payroll.
  • A real profit-and-loss view, including expenses — not just revenue.
  • Funnels and breakdowns, company-wide or per branch.
  • Lead-source ROI and crew/rep performance.

Why it's different

Estimated vs actual, tied to payroll, is the number most tools never show you — it's where a price slips and a margin disappears. And because every branch has its own P&L, you can run a multi-location business on real figures instead of a monthly guess.

FAQ

Questions, answered.

Still unsure? and we'll walk it through on your own jobs.

Yes — every job records the quoted price against the final cost, tied to crew payroll, so you can see exactly where a price slipped.

Yes — you get a real P&L and funnels company-wide or broken down per branch.

Yes — lead-source ROI shows which channels turn into booked, profitable moves.

Yes — the profit-and-loss view includes expenses, not just revenue, so the margin you see is the margin you keep.

Access is by role, so owners and managers see the numbers while other roles are limited to what they need.

Get started

Ready to put Reporting & Analytics to work?

Estimated vs actual on every job, tied to payroll — a real P&L, company-wide or per branch, so you can see exactly where the money leaks.