Introducing Analytics: Reporting You Can Act On

Your reporting probably worked fine when your business was smaller. But once you added more sales reps, crews, trades, or locations, the spreadsheet that used to take 20 minutes to update takes hours. Two people pull numbers for the same job and somehow get different answers. 

Eventually, you stop trusting the numbers altogether. That's when businesses start exporting everything to Excel, piecing together reports from multiple systems, or paying for a separate business intelligence tool just to understand the information that's already sitting in their CRM.

And the bigger your business gets, the bigger the problem becomes. Profitability might live in one report, job costs in another, sales numbers in a spreadsheet, and crew performance somewhere else.

When your data is scattered across that many places, it's hard to know how your business is actually doing, let alone what you should do next. You can't run a stronger business on numbers you don't trust. That's why we built JobNimbus Analytics.

Meet JobNimbus Analytics

JobNimbus Analytics is reporting built for the way contractors actually run their businesses. It brings your reporting into one trusted foundation so you can see what's happening, understand why it's happening, and take action on what you find.

Analytics is included for all JobNimbus customers at no additional cost. Analytics AI and Analytics Enterprise are available as paid add-ons for businesses that want to take their reporting further.

We think about Analytics in three simple ways: See it. Ask it. Build it. 

See it with Analytics

Sometimes you don't need to build anything. You just need the right information in front of you.

Analytics gives every JobNimbus customer access to pre-built dashboards covering the parts of your business you need to keep an eye on, including:

• Accounts Receivable
• Business Overview
• Completed Jobs
• Production
• Profit Tracker
• Sales
• Workflows

Your data refreshes every 10 minutes, so you're looking at a current picture of what's happening in JobNimbus, not waiting until tomorrow to see what happened today.

Ask it with Analytics AI

Dashboards are great at telling you what happened, but usually, that's when the next question starts. Why did our close rate drop? Which reps are behind? What jobs make up that total? Which invoices are more than 30 days past due?

With Analytics AI, you can ask questions about your business in plain language and get a straight answer back.

Ask, “Show total sales by sales rep this year versus last year,” or “List the unassigned jobs that don't have a sales rep.” Analytics AI can find the answer and help you get to the records behind it.

You don't need to know how to build a report. You just need to know what you want to know.

Build it with Analytics Enterprise

Some businesses need reporting that goes beyond the standard dashboard library. Analytics Enterprise is built for more complex reporting needs, with custom dashboards and raw data access for businesses that need to see their numbers in a specific way, like reporting across multiple locations, accounts, or divisions.

Instead of forcing your business to fit someone else's reporting structure, a dedicated JobNimbus Analyst will help you build reporting around the way you actually operate.

Stop rebuilding the same reports every week

If someone on your team spends hours every week exporting data and rebuilding the same spreadsheet, that's not really reporting. It's busywork before the reporting can even begin.

Analytics starts with dashboards that are already built for common contractor reporting needs. 

• Want to see how sales are performing? Open the Sales dashboard.
• Need to check outstanding invoices? Go to Accounts Receivable.
• Want to understand job profitability? Open Profit Tracker.

Instead of spending the first hour gathering the numbers, you can spend that time figuring out what they mean. With answers to your questions, you can confidently take action and move your business forward. For businesses with more detailed reporting needs, Analytics Enterprise lets you create custom reporting instead of rebuilding the same workaround over and over.

For analysts who need to work directly with raw data, Data Share gives them access without another manual export standing in the way.

Find the problem behind the number

Sometimes, you can look at a dashboard and know something is off. The harder question is why.

Say one sales rep's total looks lower than expected. A normal dashboard can show you the total, but then you're left digging through jobs trying to figure out what happened.

Analytics AI lets you keep digging. Ask which jobs make up the total, and you can get from the number that caught your attention to the records behind it.

Instead of bouncing between reports and individual records, you can find the source of the problem faster and decide what to do next.

See your business the way you actually run it

A single company-wide number doesn't tell you much when you're running multiple trades, divisions, or locations.

Maybe roofing is having a record quarter, while your fence division is falling behind. Maybe one lead source works incredibly well in one market and barely converts in another. Maybe one rep is carrying a team's results. If all you can see is the total, those differences disappear.

Analytics is designed to let you dig into your numbers in ways that match your business. With Analytics AI, you can ask questions and regroup information by things like trade, lead source, sales rep, or stage without manually tagging and tallying everything yourself.

Analytics Enterprise takes that further for more complex businesses, giving multi-location and multi-account operators a way to roll up reporting across their organizations.

As your company grows, “How are we doing?” shouldn't require someone to spend half a day stitching together the answer.

Know which jobs are actually making you money

Revenue tells you how much you're selling, but it doesn’t tell you how much you're keeping. A full schedule and a strong sales month can look great until material costs, labor, supplements, and other expenses start eating away at your margins.

And if you don't find out a job was unprofitable until weeks or months after it closed, that information can't help you fix the job. It can only tell you what went wrong. Profit Tracker gives you job-level profitability out of the box so you can compare planned and actual costs and see where your money is going. 

Analytics AI lets you take that information further. Instead of stopping at the job level, you can ask about profitability by rep, trade, division, or whatever else you need to investigate.

The goal is to help you catch a job that's going underwater while there's still time to do something about it.

Better reporting matters more as you grow

Reporting problems don't usually get easier as a contracting business grows. More crews, trades, sales reps, and locations each add complexity to reporting systems that may have been built when the business looked very different.

Keeping a close eye on profitability matters. According to the Peak Performance 2026: Roofing Industry Benchmarks for Success report, most roofing companies have gross profit margins between 21% and 40%. But contractors who track job costs weekly and use automation are more likely to consistently maintain gross margins above 30%.

Built with contractors, not just for them

Contractors have already been putting Analytics through its paces. Cason Curriden, COO of Olympus Roofing, had this to say after using it:

“LOVE THIS TOOL. It is 1000x better than Insights or classic Reports. I've spent the last few hours chatting back and forth with the AI builder and creating custom dashboards that will save me HOURS of reporting/tracking work.”

Analytics is designed to help you spend less time finding numbers and more time doing something with what you find.

See it. Ask it. Build it.

JobNimbus Analytics is available now. 

Analytics gives every JobNimbus customer access to pre-built dashboards and reporting on a trusted foundation at no additional cost. 

Analytics AI lets you ask questions about your data in plain language and get answers you can act on. 

Analytics Enterprise provides more complex businesses with custom dashboards and raw data access for reporting built around how they operate.

Whether you need to check today's numbers, figure out why something changed, or build reporting across a growing operation, it all starts from the same source of truth.

Knowing what happened is useful, but knowing what to do next is better.

Explore JobNimbus Analytics

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