Advanced Reporting

Lead Dog’s reporting tools deliver real-time insights into revenue, profit margins, and employee performance. These powerful dashboards and reports help contractors make data-driven decisions to improve financial outcomes and operational efficiency.

Contractor using Lead Dog CRM to manage service leads
ADVANCED REPORTING

See Exactly How Your Business Is Performing

Track revenue, profitability, and team performance with real-time reporting that helps you make smarter business decisions.

Financial Reports by Timeline

Financial Reports by Timeline

Easily filter your financial data by custom date ranges—daily, weekly, monthly, or year-to-date—to see how your business is performing over time. Identify trend...

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Revenue & Profit Tracking
Lead Management

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.

★★★★★
Trusted by contractors across the U.S.
User-Specific Profitability Insights
Lead Management

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.

★★★★★
Trusted by contractors across the U.S.

Frequently Asked Questions

We're always here to help.

Yes! Our invoicing system lets you generate professional invoices with just a few clicks and send them directly to your clients. Even better, clients can pay online through secure payment options like credit cards or ACH transfers. No more chasing down payments—it's fast, convenient, and keeps your cash flow steady.

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