Interactive demo · fictional business data
flooringSHOP AT HOME STUDIO

Reports Directory

Additional reports on roadmap

These accounting-fundamentals reports are scoped for the next release:

  • · Sales by State/Location (taxable + non-taxable)
  • · Sales by Customer (taxable + non-taxable)
  • · Sales by Sales Rep (taxable + non-taxable)
  • · Sales by Channel / Customer Type
  • · Sales by Product / Service
  • · Deposit Detail
  • · A/R Aging Report
  • · Customer Balance Summary
  • · Customer Balance Detail
  • · Customer Contact List
  • · Chart of Accounts Mapping

Sales Reports

Pipeline quality, rep output, and square footage

Executive Reports — cross-dim filters

Sales by state, group, rep — combinable filters

Filter by any combination of state, customer group, sales rep, and date range — not just one at a time. Drives every tab: AR aging, customer balances, commissions, deposits.

Open

Custom Report Builder

Build your own report — any dimension, any measure

Pick group-by columns (state, customer, rep, month, channel…), pick measures (revenue, GP, margin, count…), apply filters. Save it, name it, run it any time.

Build a report

Lead-to-Cash Funnel

Lead-to-Cash Funnel

Conversion rates at each stage, drop-off patterns, and top-of-funnel performance by source.

Open

Square Footage Sold

Square Footage Sold

Total square footage with drill-downs by manufacturer, product family, rep, and margin mix.

Open

Rep Performance

Rep Performance

Close rate, margin, booked sits, and commission trends by rep with side-by-side comparison.

Open

Financial Reports

Margin, cash, commissions, and tax visibility

Margin Analysis

Margin Analysis

Tiered commission rates and margin thresholds by flooring type — green / yellow / red zones with per-product commission rates.

Open

Commission Expense

Commission Expense

Pending, eligible, and paid commissions with reconciliation and payout tracking.

Open

Tax Summary

Tax Summary

Jurisdiction visibility, exemptions, and QuickBooks alignment status through the current tax tooling.

Open

Operations Reports

Inventory, installers, POs, and throughput

Inventory Status

Inventory Status

On-hand, reserved, and available stock by warehouse with low-stock visibility.

Open

Installer Performance

Installer Performance

Jobs completed, sqft installed, avg sqft/day, revenue, callback rate, on-time %, and crew rating by installer.

Open

Workroom Throughput

Workroom Throughput

Queue depth, processing pace, and install readiness from the workroom queue.

Open

Collections

Collections

Outstanding balances, collection queue, and payment follow-up tracking.

Open

Warranty Claims

Warranty Claims

Active warranty claims, resolution tracking, and claim history.

Open

Change Orders

Change Orders

Change orders by status, approval tracking, and margin impact.

Open

Vendor Bills

Vendor Bills

Vendor invoice tracking, approval status, and payment processing.

Open

Expenses

Expenses

Operating expenses, reimbursements, and cost tracking by category.

Open

Projects

Projects

Multi-phase project tracking, timelines, and milestone progress.

Open

Operations

Production Calendar

Install scheduling, deliveries, crew capacity, and installer payments.

Open

Quality

Punch List

Post-install touch-ups, callbacks, and quality tracking.

Open

Operations

Crew Map

Live map view of crew locations and active job sites.

Open

Analysis

Analytics

Business analytics dashboard with charts and trend analysis.

Open

Operations

Production Dispatch

Drag-and-drop production job assignment board.

Open

Warehouse

Receiving

Receive materials against purchase orders and update inventory.

Open

Operations

Workrooms

Manage subcontractor workroom teams and assignments.

Open

Billing

Invoices

Invoice list, payment status, and billing history.

Open

Admin Reports

Traceability, user actions, and integration health

Audit Trail

Audit Trail

Searchable event history by user, action, and date through the admin workbench.

Open

User Activity

User Activity

Operational activity feed and event history for admin review.

Open

Integration Health

Integration Health

Connection status, failed events, and retry visibility for linked systems.

Open

On the Roadmap

Additional reports planned for upcoming releases

These reports are scoped and prioritized. Naming and grouping will mirror QuickBooks conventions to keep accounting hand-off seamless.

Sales Reporting

  • •Sales by State / Location
  • •Sales by Customer
  • •Sales by Sales Rep
  • •Sales by Channel
  • •Sales by Product / Service

Receivables & Cash

  • •Deposit Detail
  • •A/R Aging Report
  • •Customer Balance Summary
  • •Customer Balance Detail

Customer & Accounting

  • •Customer Contact List
  • •Chart of Accounts Mapping

Don't see what you need?

Request a custom report or feature — we'll have a working version in front of you within 3 business days. That's what custom software does.