What the reports cover
Revenue Sol pulls reporting data straight from your CRM and communications, so the numbers reflect real activity without manual entry. The pipeline and revenue reports focus on four areas:- Lead sources — where each lead originated, such as inbound calls, SMS, web forms, online booking, or connected channels like Meta (Facebook/Instagram).
- Conversion by stage — how many leads sit in each pipeline stage and how many advance to the next.
- Win rate — the share of leads that reach a won outcome versus those marked lost.
- Revenue trends — closed revenue over time, drawn from approved quotes and paid invoices.
Reporting accuracy depends on keeping your pipeline tidy. Assign a source to each lead and move leads to the right stage as they progress so the reports stay meaningful.
Reading pipeline reports
Open the Analytics area
Go to the analytics section of your app and select the pipeline or revenue report you want to review.
Set a date range
Choose the period you care about, such as the last 30 days, this quarter, or a custom range. Comparing the same range across periods helps you see whether trends are improving.
Review lead sources
Look at which channels drive the most leads and, more importantly, which drive the most closed deals. A source with many leads but few wins may need attention, while a smaller, high-converting source may deserve more budget.
Examine conversion by stage
Walk through each stage of your pipeline and note where leads drop off. A large gap between two stages usually points to a step in your follow-up or quoting process that needs work.
Lead sources
The lead source breakdown ties every lead back to where it came in. Because Revenue Sol captures calls, texts, emails, web-form submissions, and online bookings in one place, you can compare channels on equal footing. Use this to decide where to spend marketing dollars and which campaigns are actually producing booked jobs.Conversion by stage and win rate
Conversion by stage shows the count of leads in each pipeline stage and the rate at which they move forward. Win rate summarizes the final outcome: of the leads that reached a decision, what percentage you won. If deals stall at a particular stage, review your follow-up there. Many home-service businesses lose deals between sending a quote and getting approval, so make sure your quotes are going out promptly and reminders are firing.Revenue trends
Revenue trends chart your closed revenue across the selected period, sourced from approved quotes and paid invoices. Track this alongside seasonality in your trade so you can plan staffing and dispatch capacity ahead of busy periods.Why don't my numbers match my accounting software?
Why don't my numbers match my accounting software?
Reports reflect activity inside Revenue Sol. If you sync with QuickBooks, allow time for records to flow through, and confirm that invoices are marked paid in the app.
A lead source shows as unknown — why?
A lead source shows as unknown — why?
Leads created without a source assigned appear as unattributed. Set a default source for each intake channel and assign sources to existing leads to clean this up.
Next steps
Leads & pipelines
Set up stages and sources so your reports stay accurate.
Web analytics
See traffic and search data from GA4 and Search Console.
Invoices & payments
Understand the revenue feeding your trend reports.