REPORTS & JOB RESULTS
Review sales activity and recorded job performance.
See quoted and accepted work, outstanding invoices, and recorded receipts. Compare completed jobs with their estimates using the actual time and costs you enter.
Understand the difference between work you have quoted, work a customer has accepted, and money you have recorded as received. Then review how completed jobs compare with their estimates.
- Quote and payment reporting
- Estimate-to-actual comparisons
- Supporting records and CSV exports
BUSINESS ACTIVITY
See the figures behind quoted and accepted work.
Start with a Simple report for quoted value, accepted quote value, estimated accepted profit, and outstanding invoices. Use Advanced views to explore a period in more detail and compare it with a previous window.
- Choose a useful period
- Review the last 7, 30, or 90 days, or all saved history.
- Explore the trend
- View quote counts, quoted value, accepted value, or net recorded receipts by day, week, or month.
SERVICE PERFORMANCE
Understand which services contribute to accepted work.
Compare quote activity and estimated contribution across the primary services saved on your quotes. Review current quote outcomes alongside service totals, then open the supporting records for context.
- Compare your services
- Rank by estimated accepted profit, accepted value, quote count, or acceptance rate.
- Inspect the detail
- Review average quote value, discounts, weighted margin, and the cost information behind the figures.
COMPLETED JOBS
Compare the original estimate with the work you recorded.
Create a job-result record from an accepted quote, then enter the actual time, costs, and billed amount after completing the work. DetailMetrik retains the estimate so you can see where labor or costs differed from the plan.
- Record the actual work
- Enter labor hours, labor cost, supplies, travel, other costs, and the billed amount before tax.
- Review matched results
- Compare completed jobs with usable estimates and export the supporting records. Missing actuals remain incomplete.
Are recorded receipts the same as bank revenue?
No. Net recorded receipts total successful payment records less recorded refunds. They can include manually entered, imported, or sandbox activity. Processor fees are not deducted, and these figures are not reconciled with your bank account.
How is recorded job profit calculated?
It subtracts the labor, supplies, travel, and other costs you enter from the billed amount you enter. Completed comparisons need actual hours, costs, a billed amount, and a usable saved estimate. Missing actuals are not treated as zero.
Which dates do reports use?
Reports use UTC and USD. Quotes use their creation date and current outcome; payments and refunds use their recorded date; completed jobs use their completion date. Outstanding invoices reflect current balances, so changes to records can update earlier results.
EXPLORE DETAILMETRIK
See how the tools work together.
Explore the sample workspace, or compare plans for your business.