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Reports at SalesThumb is a sidebar of 76 individual report views grouped by category (Financial, Sales, Operations, Staff, Customers, and more) — you open the one you want, not a single curated homepage with everything on it. Two daily emails land in your inbox automatically: a revenue recap (yesterday's revenue, quotes sent, accept rate, 7-day trend) and a morning standup (today's appointments, urgent inbox count, AR aging). Most reports export to CSV on demand. What's genuinely useful here is real and specific — profit-per-job from material cost, a quote-to-invoice funnel, per-installer revenue and clock efficiency — we'd rather tell you exactly what each one covers than promise a single dashboard that doesn't exist.
Gross Profit per Job · 30d
Revenue (payments received) minus material cost only — no labor or processor-fee input
Revenue · 30d
$38,124
Material cost
$6,842
Profit
$31,282
82%Jobs
58
Priya M.
Full ceramic
Jason K.
Full + windshield
Derek W.
Full + ceramic coat
Lisa P.
Full ceramic
Sara H.
Front 2 · ceramic
Ken D.
PPF partial
Installer shown for context only — this report has no labor-cost input, so margin here reflects material cost, not total job cost.
Features, zoomed in
Three capabilities built specifically for the day-to-day of a working shop.
Deep dive · 01
For every completed appointment in the window, we sum the payments received on its invoice and subtract the material cost (inches of film used × that roll's cost per foot). That's it — there's no labor-cost input anywhere in this calculation and no processor-fee line, so the margin shown reflects material cost only, not a fully-loaded job cost. It's genuinely useful for spotting film-heavy jobs eating your margin; it's not a P&L.
Gross Profit per Job · 30d
Revenue (payments received) minus material cost only — no labor or processor-fee input
Revenue · 30d
$38,124
Material cost
$6,842
Profit
$31,282
82%Jobs
58
Priya M.
Full ceramic
Jason K.
Full + windshield
Derek W.
Full + ceramic coat
Lisa P.
Full ceramic
Sara H.
Front 2 · ceramic
Ken D.
PPF partial
Installer shown for context only — this report has no labor-cost input, so margin here reflects material cost, not total job cost.
Deep dive · 02
This report returns quotes sent (excluding drafts), approved, converted to invoice, declined, expired, and an approval rate, plus appointments booked/completed and how many came from your online booking page — as a set of counts, not a single dollar-tracked waterfall from 'sent' all the way to 'paid.' There's no external benchmark data source, so nothing here compares you to other shops.
Close Rate Funnel · 30d
9 aggregate counts — not a per-stage dollar waterfall
58
Quotes sent
excludes drafts
32
Approved
55% approval rate
28
Appointments booked
26
Completed
What happened to the 58 sent quotes
No industry benchmark is shown here — SalesThumb doesn’t have a cross-shop comparison data source. Appointment counts (booked / completed) come from a separate query and aren’t joined to a specific quote, so they’re shown as their own totals, not a continuation of the quote waterfall above.
Deep dive · 03
Per-tech jobs, revenue, average ticket, tips, and a clock-efficiency percentage (billed appointment minutes ÷ clocked timeclock minutes). There's no customer star-rating tied to an individual installer anywhere in the schema, and no material-waste-rate metric attributed per tech — clock efficiency is a real but different number from a per-service speed benchmark.
Installer Leaderboard · 30d
Jobs, revenue, avg ticket, tips, clock efficiency
Top by revenue · this month
Marco R. · 38 jobs
Revenue
$18,420
Tips
$942
Clock efficiency
96%
Clock efficiency = billed appointment time ÷ clocked timeclock time — not a per-service speed benchmark.
No customer star rating or material-waste metric is attributed to an installer anywhere in the product.
Deep dive · 04
Every day at 8am Central, a revenue-recap email covers yesterday: revenue, payment count, quotes sent, and accept rate, plus a 7-day rolling total with a vs-prior-week delta. A second, separate email (7am Central, morning standup) covers today's appointment count, urgent inbox count, and AR aged 30+ days. Both are fixed content, not user-editable, and skip a shop entirely on a day with zero activity — there's no schedule editor, no attachments, and no deliverability stats surfaced to the shop owner.
Sample Shop LLC · yesterday: $2,340 from 4 payments
info@roffik.com → you
Yesterday’s recap
Revenue: $2,340 (4 payments)
Quotes sent: 3 · Accept rate: 67% (2/3)
7-day total
$14,230
up 8% vs prior 7 days
What this email is
A separate email — morning standup
A different cron (7am Central) sends today’s appointment count, urgent inbox count, and 30+ day AR balance — different content, different email, not combined with the revenue recap above.
What's included
Everything that ships on day one. No feature-gating surprises inside a single plan.
Financial & sales
Staff & operations
Customers & delivery
See every angle
Every meaningful view, the path through it, and the moments that matter — so you know exactly what you're buying.
Close-rate funnel
Close Rate Funnel · 30d
9 aggregate counts — not a per-stage dollar waterfall
58
Quotes sent
excludes drafts
32
Approved
55% approval rate
28
Appointments booked
26
Completed
What happened to the 58 sent quotes
No industry benchmark is shown here — SalesThumb doesn’t have a cross-shop comparison data source. Appointment counts (booked / completed) come from a separate query and aren’t joined to a specific quote, so they’re shown as their own totals, not a continuation of the quote waterfall above.
Installer leaderboard
Installer Leaderboard · 30d
Jobs, revenue, avg ticket, tips, clock efficiency
Top by revenue · this month
Marco R. · 38 jobs
Revenue
$18,420
Tips
$942
Clock efficiency
96%
Clock efficiency = billed appointment time ÷ clocked timeclock time — not a per-service speed benchmark.
No customer star rating or material-waste metric is attributed to an installer anywhere in the product.
Daily digest email
No configuration screen.
Sample Shop LLC · yesterday: $2,340 from 4 payments
info@roffik.com → you
Yesterday’s recap
Revenue: $2,340 (4 payments)
Quotes sent: 3 · Accept rate: 67% (2/3)
7-day total
$14,230
up 8% vs prior 7 days
What this email is
A separate email — morning standup
A different cron (7am Central) sends today’s appointment count, urgent inbox count, and 30+ day AR balance — different content, different email, not combined with the revenue recap above.
Customer LTV + cohorts
Customer LTV · 12 months
810 customers · avg 2.1 visits · avg LTV $586
Avg LTV
$586+$42
Repeat rate · 12m
38%+4pt
Referral rate
9.6%
Top 10% drive
50%of revenue
LTV tier distribution
Dark band = revenue share · light band = volume share
Cohort retention · % returning
Rolling 12-cohort grid, most recent first — M0 is always 100%
Repeat rate by source
Churn risk
84 customers, no visit in 180+ days
Sorted by lifetime spend — no predicted win-back rate or revenue estimate is calculated
Who it's for
What it replaces
How it works
Reports are grouped by category (Financial, Sales, Operations, Staff, Customers) — open the one you need, not a single unified homepage.
Set a date range, and export most reports to CSV for accounting or your own analysis.
A revenue recap and a separate morning standup land in your inbox every day — fixed content, no setup required.
What this looks like in a shop
You open Reports and pick Gross Profit per Job: 58 completed jobs this month, $31k profit after material cost, one PPF job standing out at a thin 58% margin worth a second look. Separately, the 8am revenue-recap email already told you yesterday brought in $2,340 — you didn't have to open the app to know that.
Questions
Fits in with
QuickBooks Online
One-way paid-invoice push
Resend + email
Deliver the two daily digest emails
CSV export
Available on most individual reports
Explore more
Whether you're a solo operator or a franchisor with hundreds of locations, every shop rolls up into one HQ view with consolidated KPIs, centralized catalogs, and push-to-shop pricing and templates.
Tracks every quote outcome, computes close rate per service, suggests RAISE/REDUCE/HOLD/REPOSITION price moves per service. One-click apply to your catalog.
Accept cards online with a one-click pay link in SMS or email. Partial payments, deposits, refunds — all handled. All-in card rate as low as 2.79% + $0.20 per tap on Pro, tier-dependent — visible any time in Reports → Fees.