Forum Discussion

Derek1's avatar
Derek1
Contributor 3
2 months ago

Projected revenue

If I could make a new standard report in Jobber, it would be for revenue projection, based on the visits that are on the schedule.  I would like to customize the time frame.  For example:  I'd like to see our projected revenue for:

  • remainder of the week
  • next week
  • remainder of the month
  • next month
  • next quarter
  • etc.

This would be based on the dollar value of the visits that have been scheduled.   

We are a lawn maintenance company.  We schedule most of our customers for weekly service (mowing).  Some jobs are one-off visits (yard clean-up, mulch, etc.).  Once any/all of these visits are on the schedule, I want to see the projected revenue.... without having to go through multiple steps and spreadsheet downloads.  Jobber, help me out!  :)

P.S.  I would also like to see the total dollar value of the unscheduled jobs.

1 Reply

  • jade's avatar
    jade
    Jobber Support Team
    2 months ago

    Hey Derek! Thank you so much for this feedback. I have submitted this to our Product Development team. 

    I think you are on the right track with downloading the reports, but I understand that can be a hassle. I have two suggestions for you to streamline this a bit easier. 

    The first being, the insights tab on the left side menu, this is a new feature to look at projected revenue and other vital information at a glance. 

    My second suggestion to you is to use Jobbers report scheduler, so you do not need to pull these reports manually. The report scheduler can be found by going to Apps > Report Scheduler - it is free to use and designed by Jobber. 

    For more info on these tool, please check out this Help Center Article.