Reports and Analytics

This tutorial covers using CleanDayCRM's reporting features to track business performance, revenue, and team productivity.

Dashboard Overview

Your main dashboard provides at-a-glance metrics:

• Jobs Today -- number of scheduled jobs for today
• Revenue This Month -- total revenue for the current month
• Outstanding Payments -- total unpaid amounts across all jobs
• Upcoming Jobs -- quick list of the next scheduled jobs

Reports Page

Navigate to Reports in the sidebar for detailed analytics.

Filtering by Period

Select the time range for your reports:

• This Week
• This Month
• This Quarter
• This Year
• Custom Range

Revenue Reports

Total Revenue

See your total revenue broken down by period. Includes:

• Revenue from completed, paid jobs
• Revenue by service type (Standard, Deep Clean, Move-Out)
• Revenue from recurring vs. one-time bookings
• Revenue from new vs. returning customers

Payment Method Breakdown

See how your customers pay:

• Credit card (Stripe)
• Zelle
• Venmo
• CashApp
• Cash
• Check

This helps you understand payment preferences and plan accordingly.

Outstanding Payments

Track unpaid amounts:

• Total outstanding across all clients
• Breakdown by client
• Age of outstanding invoices (current, 30 days, 60 days, 90+ days)

Job Reports

Completed Jobs

• Total jobs completed in the selected period
• Jobs by service type
• Jobs by day of week (see which days are busiest)
• Average job duration
• Cancellation rate

Job Status Breakdown

See how many jobs are in each status:

• Scheduled (upcoming)
• Cleaner Completed (pending review)
• Completed (approved)
• Cancelled
• No Show

Financial Dashboard (Owner Only)

The financial dashboard provides advanced analytics for business owners.

Revenue Trends

• Monthly revenue chart showing trends over time
• Comparison with previous periods
• Revenue forecasting based on recurring bookings

Profit Margin Analysis

Track profitability by service type:

• Revenue per service type
• Cost per service type (based on cleaner pay rates)
• Margin percentage

Customer Lifetime Value

See how much each customer is worth over time:

• Average revenue per customer
• Average number of bookings per customer
• Customer retention rate

Top Customers

Ranked list of your highest-revenue customers:

• Total lifetime revenue
• Number of bookings
• Average booking value
• Last booking date

Operational Expenses

Track your monthly business costs in Settings > Operations:

These expenses feed into your profit/loss calculations on the financial dashboard.

Team Performance

Cleaner Metrics

For each cleaner on your team, track:

• Jobs Completed -- total and for the selected period
• Hours Worked -- from clock-in to clock-out
• Average Duration -- how long their jobs take
• Customer Rating -- average rating from customer feedback
• On-Time Rate -- percentage of jobs started on time
• Earnings -- pay based on hours x hourly rate

Comparing Cleaners

Use team metrics to:

• Identify top performers
• Spot underperforming staff who may need training
• Balance workloads across the team
• Make data-driven assignment decisions

Customer Metrics

Customer Acquisition

• New clients added in the selected period
• Source of new clients (referral, online booking, manual entry)

Customer Retention

• Clients who rebooked in the period
• Clients who have not booked in 30/60/90 days (churn risk)
• Win-back campaign conversion rates

Referral Program Stats

• Active referral codes
• Referrals made
• Referrals converted (new bookings)
• Credits earned and redeemed
• Referral-driven revenue

Using Reports Effectively

Weekly Review

Run a quick weekly report every Monday:

1. Go to Reports, select Last Week.
2. Check: revenue, jobs completed, outstanding payments.
3. Look for cancellations or no-shows to follow up on.
4. Review any negative customer feedback.

Monthly Review

At the start of each month:

1. Review last month's revenue vs. previous month.
2. Check customer retention -- how many clients rebooked?
3. Review cleaner performance -- anyone falling behind?
4. Check outstanding invoices and follow up.
5. Review campaign results -- did marketing drive new bookings?

Quarterly Review

Every quarter:

1. Analyze revenue trends -- growing, flat, or declining?
2. Review profit margins by service type -- which services are most profitable?
3. Assess team capacity -- do you need more cleaners?
4. Evaluate operational expenses -- any areas to cut costs?
5. Review referral program performance -- is it worth the investment?

Exporting Data

For external analysis or tax preparation:

• Use the Backup feature in Settings to export all company data.
• Backups include: clients, bookings, invoices, team members, and transaction history.
• Data is exported in a structured format that can be processed further.

Tips

1. Check reports regularly -- weekly reviews catch problems early.
2. Track revenue by service type -- you may find deep cleans are more profitable and worth promoting.
3. Monitor cancellation rates -- high cancellations may signal pricing or scheduling issues.
4. Use customer ratings -- consistently low ratings for a cleaner indicate training needs.
5. Compare periods -- always compare month-over-month or year-over-year to spot trends.