Month-over-Month Analysis report templateLast updated on 03/22/2022
With the Month-over-Month Analysis report template, you can build graphs comparing key performance indicators (KPIs) from month to month. You can view multiple months on one graph, giving you a visual tool for tracking business performance.
Create a report
Follow the steps to create a custom report based on the Month-over-Month Analysis template.
For the best results, report on a single metric at a time. Under METRICS, make sure the metric you want to report on is the only item selected. You can report on:
Completed Jobs—Number jobs completed within the selected date range
Completed Revenue—Subtotal of income items for completed jobs
Total Revenue—Sum of completed revenue, adjustment revenue, and non-job revenue
Total Sales—Sum of sold estimate subtotals
Opportunity Job Average—Average completed revenue from job opportunities. A job opportunity is a completed job not marked as No Charge, or is marked as No Charge with an invoice subtotal that meets the job type sold threshold
Lead Calls—Number of calls lasting at least 60 seconds and are not classified as excused
Canceled Jobs—Number of jobs scheduled within the selected date range that are canceled
Future Scheduled Jobs—All jobs created within the selected date range that are not canceled
Run a report
Set filters before you run your report:
Click the Period dropdown and select the time unit you want to report on: Day or Week.
Use the From - To field to select a date range to report on. You can:
Use the calendar to select a specific date range and click Apply.
Use the left menu to select a preset date range:
Today—From 12:00 AM to the current time
Yesterday—Previous day, from 12:00 AM to 11:59 PM
Last 7 Days—Previous seven days, including the current date
Last 14 Days—Previous 14 days, including the current date
Last 30 Days—Previous 30 days, including the current date
Month to Date—From the first of the current month to the current day
Last Month—Entire month before the current month. For example, if the date is February 5, the entire month of January.
Last 90 Days—Previous 90 days, including the current date
This Quarter—Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
Last Quarter—Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
Quarter to Date—From the first day of the current quarter to the current day
Year to Date—From January 1 of the current year to the current day
Last 365 Days—Previous 365 days, including the current date
Tip: The results display in a month-long graph. Enter a range that spans at least two months. For example, if you enter 11/01/20 to 12/31/20, the report graphs KPIs from November and December on the same timeline for you to compare.
From the Business Unit dropdown, select the job business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:
Click the dropdown to select individual BUs.
To report on BU categories such as trade or division, click Filter , select the BU categories you want to include, and click Filter.
When you’re done setting your filters, click Run Report.
Read report results
The report graphs metrics for each month on one timeline:
On the side of the graph is a color-coded key showing the metric and month. Below the graph is a table of the graph values.
To interact with the graph:
Hover over a metric to highlight the points on the corresponding graph line.
Click a metric to toggle the corresponding graph line on and off.
Hover over a point on a line to view its value.
If your report includes multiple metrics, deselect Single Y-axis to show the Y-axes for all metrics.
Note: To save the report graph to your computer, click the Export dropdown and select Export Chart to PDF.
Customize report table
You can also arrange and filter your results to customize the report results table.
Note: Customizing the report results table does not affect the graph.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.