Stop running the company on a gut feeling and a month-old spreadsheet.
KPI INSIGHTS · LAST 30 DAYS
Business performance
Revenue this month
$318k ↑ 12%
Estimate win rate
41%
A/R outstanding
$52k
Open jobs
27
12-week revenue trend
RevenueBy the time you can see the number, it is too late to change it.
Ask most foundation repair owners how the business is doing and you will get a feel, not a figure. The feel is usually right about the big things and wrong about the ones that quietly bleed money. Which lead source actually turned into paid jobs last month, not just phone calls? How many jobs are stuck in the pipeline right now, going nowhere? How much is sitting in accounts receivable past sixty days? Most owners cannot answer those on the spot, because the answers are scattered across a scheduling tool, a texting app, a spreadsheet, and the bookkeeper’s QuickBooks file.
The usual fix is to wait for month-end and have someone build a report by hand. That report is a rear-view mirror. It tells you the lead source underperformed after you already spent another month funding it. It tells you a crew ran over on cost after the job is closed and the money is gone. Knowing in August what went wrong in July does not help you in August.
The numbers you need are already being created every day, one job at a time. The problem is nobody has put them in front of you while they still matter.
Reporting that keeps up with the work
The KPIs that matter, on a screen you built yourself.
Open the KPI Insights dashboard and the whole business is on one screen: revenue this month, pipeline value, estimate win rate, average job value, accounts receivable outstanding, overdue invoices, follow-ups due, open jobs, and jobs completed this week. A twelve-week revenue trend, a job status funnel, and a lead source breakdown sit right below. Flip the whole view across a thirty, ninety, or three-hundred-sixty-five day window with one toggle.
Then make it yours. The dashboard builder is drag and drop: enter edit mode, add the widgets you care about, drop the ones you do not, resize and reorder until it reads the way your brain works. There are nine widget types, from KPI cards to a revenue chart to upcoming appointments to lead signals. Best part for a team: every user keeps their own layout. The owner sees cash and win rate. The scheduler sees the calendar and open jobs. Nobody wades through numbers that are not their job.
- Nine widget types: KPI card, pipeline summary, calendar, recent jobs, alerts, lead signals, revenue chart, quick links, team activity.
- Per-user layouts saved to each person, plus Save as Business Default and Reset to Default in one click.
- 30 / 90 / 365-day toggle so a slow week and a strong year both read clearly.
Edit mode
Lead source breakdown
3 sourcesThe read on your business, written out, not just charted.
Charts tell you what happened. They do not always tell you what it means. The AI business briefing reads your own data and writes it up in plain language across four angles: business health, operations, estimate win and loss, and cash flow. It is the difference between a graph of technician utilization and a sentence that says which crews are running behind and how often jobs are finishing late.
It is not busywork for a manager to assemble. The health digest generates on your first visit, snapshots are cached, and you can look at a thirty, sixty, or ninety day window. For an owner who does not have time to stare at dashboards, it is the two-minute version: here is where the business is strong, here is what is slipping, here is the money.
- Four written analyses: business health, operations (tech utilization and on-time), estimate win/loss, and cash flow.
- Cached snapshots with 30 / 60 / 90-day periods, so it loads fast and reads consistently.
- Written for the owner who wants the takeaway, not another spreadsheet to interpret.
30 days
Business health
Revenue is up 12% over the prior period on a steady win rate. Pipeline value is healthy, but nine jobs have sat in Proposal Sent longer than 14 days and are pulling the average cycle time up.
Cash flow
$52k in receivables outstanding, $18k of it past 60 days across three jobs. Collecting the two largest would cover next month's supplier orders.
Every report a foundation repair owner asks for, built in.
Pipeline Health
Stuck jobs, health score, and where deals are stalling so nothing rots in a stage unnoticed.
Lead Attribution
Which sources produced real jobs, tied to closed revenue rather than form fills.
Profitability
Job-level profit with sold price, commission, and margin pulled straight from the catalog's COGS, plus a warning badge on jobs that ran over.
A/R Aging
Outstanding invoices bucketed Current, 1 to 30, 31 to 60, 61 to 90, and 90 plus days, with a Remind to SMS action right on the aging list so a nudge goes out without a separate text thread.
Field Ops
Per-technician shift hours, on-time percentage, average delay, utilization, and drive-versus-billable ratio.
CPL & ROAS
Cost per lead and return on ad spend by source, with monthly trend sparklines.
Rework / Cost of Error
Foreman accountability, with rework cost flowing back into the job profit panel.
Weather Correlation
Rainfall against job volume, because in this trade the weather is a lead source.
Sales Leaderboard
Every rep ranked by closed revenue and close rate, updated as jobs move, not pulled together for a Friday meeting.
Job Heatmap
A density map of every job you've closed, layered with permit activity by ZIP, so you can see where you've already won and where the next one is waiting.
Sales Tax
Tax collected by job, broken out by jurisdiction, ready to hand to whoever files it, instead of reconstructed from invoices after the fact.
The leaderboard and the paycheck, off the same numbers.
- Sales Leaderboard ranks every rep by closed revenue and close rate, updated the moment a job closes, not reassembled for a meeting.
- My Sales Board gives each rep their own filtered view of just their numbers, no scrolling past the whole team's board to find their line.
- Weekly Payroll exports straight to Gusto, ADP, Paychex, or a plain CSV, so payroll runs from the same data the leaderboard is already showing.
- Commissions ledger matches every commission to the job that earned it, so a rep's payout and a rep's close both trace back to the same record.
The leaderboard and the paycheck, off the same numbers.
- Sales Leaderboard ranks every rep by closed revenue and close rate, updated the moment a job closes, not reassembled for a meeting.
- My Sales Board gives each rep their own filtered view of just their numbers, no scrolling past the whole team's board to find their line.
- Weekly Payroll exports straight to Gusto, ADP, Paychex, or a plain CSV, so payroll runs from the same data the leaderboard is already showing.
- Commissions ledger matches every commission to the job that earned it, so a rep's payout and a rep's close both trace back to the same record.
Have a question the built-in reports do not answer? Build it yourself.
Sometimes the question is specific. Revenue by lead source for waterproofing jobs only, last quarter. On-time percentage by technician, this month. The custom report builder lets you pick a dimension (date by week or month, technician, lead source, or job tag) and up to four metrics, filter by date range, and get a sortable table and a bar chart. Then export it to CSV to hand to your accountant or drop into a board deck.
It is the ad-hoc answer without the BI consultant. Nobody has to write a query. Nobody has to export three spreadsheets and stitch them together in the parking lot before a partner call.
Revenue by source
Reporting is only as good as the data underneath it.
One source of truth
The reports run on the same records as your jobs, pipeline, and payments. No export, no stale copy, no reconciling two systems that disagree.
Built for this trade
Rework, field-ops utilization, weather correlation, and per-state cash flow are not standard CRM charts. They exist because foundation repair makes and loses money in ways generic software never modeled.
Now, not at month-end
Because it updates as the work happens, you catch the slow lead source and the aging invoice in time to act. The report stops being a post-mortem and starts being a steering wheel. has to remember what was found.
Frequently asked questions
What is foundation repair reporting and KPI software?
Which KPIs does the dashboard show?
Can I customize what I see on my dashboard?
What is the AI business briefing?
Does it track cost per lead and return on ad spend?
Yes. The CPL report shows cost per lead and ROAS by source with monthly trend sparklines, and a ROAS dashboard ties closed job revenue back to ad spend for true return on ad spend rather than lead counts.