Forum Discussion

Ernie's avatar
Ernie
Contributor 3
8 months ago

Pulling a report on different revenue categories

Hello,

My business get revenue from 4 different areas.  Sales, installations, Rentals, Service Agreements.  I would like to be able to see a report that shows the total revenue for each of those categories.  I have created custom fields with those categories but can't seem to figure out how to get a report on those.  Currently jobber just lumps all revenue into jobs so I can't get a good idea of performance on each or what my average ticket is on each unless I do leg work and manually go in, export and parse it all out.  Is there a report that does this in jobber?

Thanks

Ernie

3 Replies

  • HUGEHomePros's avatar
    HUGEHomePros
    Verified Community Coach
    8 months ago

    I know you for sure can make them in to two seperate categories - Products and Services. You'd need to do that when you are making the line items. I'd imagine the service agreements would be easy to seperate because that would be your reoccuring revenue. The rentals would probably just come down to the specific line items. I'm not sure there. Def hit up support though, they can help you figure out how to go about sorting those. 

  • WolfpackBrian's avatar
    WolfpackBrian
    Contributor 2
    7 months ago

    I do this manually now, by assigning custom fields for the categories on the one-off job level, exporting a one-off jobs report to excel, adding that data to an existing table, then using the data to populate multiple pivot tables. I have to do it manually now, but am trying to work a method to automate the process.

  • AndreyCodegrain's avatar
    AndreyCodegrain
    Contributor 2
    20 days ago

    If your line items carry the same names per category, export invoices with line items and build a pivot table: category as rows, sum of line totals and count of invoices as values. Average ticket per category is then one extra column.

    I also build a nightly sync from Jobber into the owner's own Google Sheet that splits revenue by your custom fields, so sales, installs, rentals and service agreements sit side by side. Want a sample on test data with your four categories?

    (Disclosure: this is my own small service.)