Know what created the work, where it went, and what it produced.
RoofStack reporting is designed around roofing decisions: which inputs create opportunities, what converts, where jobs stall, and how money moves through the company.
Inputs should never be blended when the owner needs truth.
Door knocks, referrals, giveaways, direct mail, ads, web forms, events, and call-ins should stay separate so owners can compare activity to results.
- Track each lead source from first contact to inspection, estimate, sale, and collected revenue.
- Filter by branch, date range, rep, campaign, service, and source.
- Spot bottlenecks in marketing, sales, inspections, production, invoicing, or collections.
- Use reporting to decide the next action, not just to look at charts.
Turn company activity into clear decisions.
Owners should be able to see what is working, what is stuck, and what to do next.
Inputs vs Outputs
Compare every source against leads, inspections, estimates, wins, revenue, and collected cash.
Funnel Quality
Track lead to inspection, inspection to estimate, estimate to win, close rate, and average sold value.
Financial Wheel
Review material, labor, profit, commission reserve, overhead, owner pay, taxes, and cash position.
Bottlenecks
Find where marketing, sales, production, invoicing, collections, recruiting, or operations are slowing growth.
Branch Views
Compare branch performance without mixing unrelated company or branch data.
Saved Views
Build repeatable tables, filters, charts, and scorecards for the numbers owners check every week.
Reporting gets stronger as integrations come online.
Marketing, accounting, calendar, website, payment, and communication integrations give owners a more complete view of how the company creates and collects revenue.