Advanced Reporting
With Lead Dog, you can effortlessly organize, track, and nurture potential clients, ensuring no opportunity slips through the cracks. Designed specifically for contractors, our solution is tailored to help you maximize efficiency, close more deals, and take your business to the next level—all without breaking the bank.
Explore how our Advanced Reporting feature works
Track financials and obtain operational insights to maked improved business decisions.
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Revenue & Profit Tracking
No more guesswork. With Lead Dog’s revenue and profit tracking, you’ll know exactly how much you’re earning—and how much you’re keeping—after each job is paid. As soon as an invoice is marked “paid,” the system automatically logs it into your dashboard and calculates the actual profit based on tracked costs. This gives you a true financial snapshot of your business—not inflated numbers based on incomplete data. It’s the easiest way to understand where your money’s coming from, how efficient your pricing is, and what you can do to increase your margins on future projects.
Timeline-Based Financial Reports
Want to know how you did last week, last quarter, or year-to-date? Lead Dog’s timeline filters make it simple to track your financial performance over any time period. View your revenue, costs, and profits across daily, weekly, or monthly ranges with just a few taps. This feature is perfect for spotting seasonal trends, measuring growth, and planning ahead—whether you're preparing for tax season, adjusting your marketing, or setting revenue goals for your team. It’s like having a built-in financial advisor, without the hourly rate.
User-Specific Profitability Insights
Which team members are bringing in the most revenue? Who’s consistently working on the most profitable jobs? With Lead Dog’s user-specific profitability reports, you’ll get the answers fast. Break down your financial data by individual crew members or technicians to see who’s performing at the highest level. These insights help you reward your top performers, coach underperformers, and make better decisions about job assignments and team structure. It’s performance-based management made simple—and smart.
Frequently Asked Questions
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