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SalesThumb ships 82 real reports, organized in the app into 14 sidebar categories. Grouped a different way — by the decision you're actually making — the same 82 reports sort into six clusters: cash & revenue, job & service profitability, team & schedule performance, marketing & lead performance, customer retention & risk, and customer obligations. Pick the decision below and you'll find the handful of reports that answer it — the same reports you'll recognize once you're in the app's 14-category sidebar. Two daily digest emails (a revenue recap and a morning standup) land in your inbox automatically, and most individual reports export to CSV on demand. There's still no single unified home screen with every metric crammed onto it — what's here instead is the report you need, findable by the question you're actually asking.
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. “Completed” is a real subset of Converted quotes (it can never exceed the number above it). “Appointments booked” stays a separate, standalone count of every appointment created in this window, quote-linked or not — it’s not scoped to the quote waterfall.
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
For any service line item a tech tracked with the in-job timer (started/stopped against that specific line, not the whole appointment's check-in-to-completed span), this report lines up the actual tracked time against the duration you quoted for that service and shows the variance as a percentage over or under. It's a different number from Tech Efficiency (billed appointment-hours ÷ clocked timeclock-hours) and Duration Accuracy (whole-appointment wall-clock vs. its scheduled calendar block) — this one is per service line, and only counts line items that actually had a timer run, so untracked jobs don't drag the average toward a false 100%-under reading. A timer left running unattended past 12 hours auto-closes and is flagged rather than silently counted.
Service Time vs Quote
Screenshot coming soon
Deep dive · 05
Scheduled at 8am Central once enabled, 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 separate schedule (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.
Cash & revenue — "did we get paid?"
Job & service profitability — "what actually makes money?"
Team & schedule performance — "where's the team's time going?"
Marketing & lead performance — "is marketing paying off?"
Customer retention & risk — "who's worth keeping, who's about to leave?"
Customer obligations — "what do we still owe them?"
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. “Completed” is a real subset of Converted quotes (it can never exceed the number above it). “Appointments booked” stays a separate, standalone count of every appointment created in this window, quote-linked or not — it’s not scoped to the quote waterfall.
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 separate schedule (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
Illustrative scenario: 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.