Revenue Insights

Know which work
is worth having.

Turnover is easy to see and tells you little. Margin, win rate and where the profitable jobs come from — that’s the difference between a busy year and a good one.

Revenue insights are part of the Advanced Insights module — see the marketplace

Overview Sources & people Seasons Performance 12 months
Revenue £412,860 38 jobs won
Gross margin 31.4%Healthy £129,640 on 34 of 38 jobs
Win rate 46.2% 38 won · 44 lost · 12 open
Average job £10,865 Net revenue per job won
Revenue by month Net of VAT, on jobs won

Margin, not just money in

Revenue net of VAT alongside gross margin in pounds and per cent, with a health band on the figure so a thin month is obvious at a glance rather than after the arithmetic.

Find out which sources pay

Lead sources side by side on won, lost, win rate, revenue and margin. The one that brings the most enquiries is very often not the one that brings the most profit.

Win rate tells you the rest

How much of what you quoted actually closed — won, lost and still open — so a month of frantic quoting and a month of profitable selling can finally be told apart.

Figures to coach from

The same breakdown by salesperson. A conversation about performance starts from a table both of you can see rather than an impression of how the quarter felt.

The longer view

What one period cannot tell you.

Two of the four tabs look across years rather than inside a window — because a trade with a spring rush and a November scramble is not readable a quarter at a time.

Seasons

Revenue by month totalled across years, and installs counted on the install date rather than the enquiry date — so you can see when the work actually lands, not when it was sold.

Performance

Year on year, whether the jobs you win are getting bigger, and what the open pipeline is currently worth.

Out to a spreadsheet

Every table exports to CSV with win rate, net revenue and margin percentage as columns — ready for the accountant without being retyped.

Sources & people

The source everyone swears by is rarely the one that pays.

Every lead source on the same six columns. Most enquiries and most margin are rarely the same source.

Same columns for your team

Salespeople break down identically, so the two tables read the same way.

Margin is banded, not just printed

Healthy, thin or poor — a bad margin is visible without doing the sums.

Filter and it all follows

Filter by source or salesperson and the whole page follows.

By lead source

Last 12 months · net of VAT

Source Won Lost Win rate Revenue Margin
Recommendation 14 6 70.0% £171,420 38.1%
Website 12 19 38.7% £128,960 29.4%
Showroom 9 7 56.3% £96,540 33.7%
Checkatrade 8 11 42.1% £78,300 17.6%
Google Ads 6 21 22.2% £51,220 12.9%
Leaflet drop 4 8 33.3% £34,180 8.2%

The same columns break down by salesperson, so the two read the same way.

Frequently Asked Questions

Straight answers, before you commit to anything.

Is this included, or an extra?
Revenue insights are part of the Advanced Insights module from the marketplace, not the base Cloud plan. Everything else on the sales pages is included.
Is revenue shown before or after VAT?
Net of VAT throughout, so the figures match what the business actually earned rather than what passed through it.
What does the margin health band mean?
Healthy, thin or poor, shown against the figure. A bad month is visible without anyone working out the percentage first.
What's win rate counted against?
Won, lost and still open. So a month of frantic quoting and a month of profitable selling can be told apart.

Stop losing the hot leads in the pile.

Start a free 7-day trial and put your next week of enquiries through EasyBase.

Stop losing the hot leads in the pile.

Start a free 7-day trial and put your next week of enquiries through EasyBase.