83 reports. Grouped here by the decision they answer.
SalesThumb ships 83 real reports, organized in the app into 14 sidebar categories. Grouped a different way — by the decision you're actually making — the same 83 reports sort into six clusters: cash & revenue, job & service profitability, team & schedule performance, marketing & lead performance, customer retention & risk, and customer obligations.
The quick version
Reports: Reports grouped by the decision you're making.
- Revenue Overview, Daily Revenue, Payment Methods, Sales Tax, AR Aging, Discounts & Coupons, Year-over-Year, End of Day Close, 12-Week Trend, Voids & Refunds
- Transactions, Processing Fees, Royalties paid, Deposits, Chargebacks — where the money actually moved
- Close Rate Funnel (quotes sent → approved → converted) plus the kiosk's own Sales Matrix — pivot grid, funnel, and scorecard views
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.
A closer look
01
Gross profit per job (materials, not labor)
For every completed appointment in the window, we sum the payments received on its invoice and subtract the material cost (inches of film used × the film product's cost per foot, plus the cost of any inventory items logged against the job). 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.
- Revenue = payments actually received on the linked invoice
- Cost = logged materials only (film plus consumables) — no labor, no processor fees
- Per-job rows with a 30-day total
- Export to CSV
02
A close-rate funnel built from quote counts
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.
- Quotes: sent / approved / converted / declined / expired + approval rate
- Appointments: booked / completed, and how many came from online booking
- No per-stage dollar drop-off and no industry benchmark
03
Installer leaderboard
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.
- Jobs, revenue, avg ticket, tips per installer
- Clock efficiency = billed time ÷ clocked time
- No review score or waste-rate metric per installer
04
Did the job take as long as you quoted?
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.
- Per-line-item: quoted duration vs. actual tracked time, plus a variance %
- Only includes line items with a real timer run — untracked jobs are excluded, not counted as zero
- Flags any timer that auto-closed after 12+ hours unattended, instead of counting it at face value
- A sibling report (Tech Time Efficiency) rolls the same data up per technician instead of per line item
05
Two fixed daily digest emails
Sent daily at 14:00 UTC (8am Central in winter, 9am in summer), 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 (13:00 UTC, 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.
- Daily revenue recap: yesterday's revenue, payments, quotes, accept rate, 7-day trend
- Daily morning standup (separate email): today's bookings, urgent inbox, AR aging
- Fixed cadence and content — not configurable per shop
- Skipped on zero-activity days
Everything it does
The complete list. The plan tag above shows which plans include it.
Cash & revenue — "did we get paid?"
- Revenue Overview, Daily Revenue, Payment Methods, Sales Tax, AR Aging, Discounts & Coupons, Year-over-Year, End of Day Close, 12-Week Trend, Voids & Refunds
- Transactions, Processing Fees, Royalties paid, Deposits, Chargebacks — where the money actually moved
- Close Rate Funnel (quotes sent → approved → converted) plus the kiosk's own Sales Matrix — pivot grid, funnel, and scorecard views
- Quote Aging — which open quotes are going cold
Job & service profitability — "what actually makes money?"
- Gross Profit per Job — revenue minus logged material cost (film plus consumable items), no labor input
- Top Services, Service Mix — which services carry the shop
- Material COGS per Job, Film Usage, Film Rolls On Hand, COGS Waste Diagnostics
- Inventory Value, Consumption by Category, Supplies Usage, Supplier Spend, Nearing Expiry, Low Stock (All)
Team & schedule performance — "where's the team's time going?"
- Installer Leaderboard, Revenue / Installer, Commission Report, Tips Report, Payroll Summary, Sales Attribution
- Tech Efficiency, Service Time vs Quote, Tech Time Efficiency — clock and per-job time, three different ways
- Utilization — % of business hours actually booked per bay or installer — plus Duration Accuracy, Active Job Progress, Waitlist Analytics, Recurring Appts
- Appointment Stats, Cancellation & No-Show Rate, Busy Hours, Booking Lead Time, DVI Completion, Deferred Work, Time Clock Log, Time Off Summary
Marketing & lead performance — "is marketing paying off?"
- Campaign ROI — sent / clicked / converted for each automated sequence you have running (review requests, win-backs, birthday, and more)
- Review Velocity, Message Volume, Response Time
- Source Attribution, New Customers, Booking Sources — where the work is actually coming from
Customer retention & risk — "who's worth keeping, who's about to leave?"
- LTV Segments, Retention Cohorts, Rebook Rate, Average Ticket Trend
- Churn Risk — customers who haven't been in 180+ days but used to come regularly
- Top Customers, Referral Attribution, First vs Repeat Customers, Customer Geography, ZIP Code Density, Vehicle Mix
Customer obligations — "what do we still owe them?"
- Warranty Stats, Warranty Claims — what's still open and who's owed a fix
- Gift Card Liability, Loyalty Program, Membership Utilization — the balances sitting on your books
A tour of the screens
Every meaningful view, the path through it, and the moments that matter — so you know exactly what you're buying.
Close-rate funnel
Quotes sent / approved / converted / declined / expired, plus appointments booked and completed — counts, not a dollar-tracked waterfall..
Installer leaderboard
Jobs, revenue, avg ticket, tips, and clock efficiency per tech — no star rating or waste-rate metric attached to an installer..
Daily digest email
A fixed daily revenue recap — plus a separate morning-standup email — land automatically every day.
No configuration screen.
Customer LTV + cohorts
Real spend-tier segments and a monthly cohort retention grid — who your best customers actually are..
Who it's for
Built specifically for…
- Shop owners who want specific, real numbers over a slick unified dashboard
- Franchise operators rolling up numbers across multiple locations
- Owners who want a daily revenue recap without opening the app
- Accountants who need clean CSV exports for tax prep
What it replaces
The old way…
- Manually updated Google Sheets nobody keeps current
- QuickBooks reports that take 20 minutes to massage
- Spot-checking a handful of invoices when something feels off
- Reconstructing per-job material cost by hand from roll usage
Setting it up
- 1
Pick a report from the sidebar
Reports are grouped by category (Financial, Sales, Operations, Staff, Customers) — open the one you need, not a single unified homepage.
- 2
Filter and export
Set a date range, and export most reports to CSV for accounting or your own analysis.
- 3
Get the daily emails automatically
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.
Good to know
- 83 reports sounds like a lot to dig through — how do I find the one I need?
- Start from the decision you're making, not the report name. This page groups the same 83 reports into 6 clusters — cash & revenue, job & service profitability, team & schedule performance, marketing & lead performance, customer retention & risk, and customer obligations — so you narrow to a handful before you ever open the sidebar. In the app itself, those same 83 reports sit under 14 category headings (Financial, Sales, Operations, Staff, Customers, and more); the 6-decision grouping is this page's own map on top of that, not a different app screen.
- Can I build a custom report?
- Not yet — a custom-report builder isn't live in the product today. You can export any individual report's data to CSV for your own analysis.
- Does it work across multiple locations?
- Yes — the HQ add-on's view rolls up metrics across all your shops, with per-shop drill-in.
- Is Gross Profit per Job a full P&L?
- No — it's revenue minus logged material cost (film plus consumable items) only. There's no labor cost or processor-fee input in this calculation, so treat the margin shown as material margin, not total job profitability.
- Does it track tips and commission?
- Yes — tips are logged per job, commission rules are configurable, and dedicated Tips and Commission reports show both per staff member.
- Can my accountant log in without seeing the rest of the app?
- Partly — build a custom permission set that allows financial reports without edit rights on customers or appointments, and hide customer contact details with the contact-info permission. The customer list and calendar stay visible to every team member.
Works with your stack
QuickBooks Online
One-way paid-invoice push
Deliver the two daily digest emails
CSV export
Available on most individual reports
Pairs well with
Multi-Location HQ
From a single shop to 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.
Smart pricing
Tracks every quote outcome, computes close rate per service, suggests RAISE/REDUCE/HOLD/REPOSITION price moves per service. One-click apply to your catalog.
Payments
Accept cards online with a one-click pay link in SMS or email. Partial payments, deposits, refunds — all handled. Flat-rate card pricing on every plan, or interchange-plus on Growth and Pro — your rate is visible any time in Reports → Fees.