We are happy to note the recent update to the business reporting capabilities built into Spectora!
Note: Users without financial data access will still not have access to these and will not see the Reporting option noted below.
Watch the video here!
To turn this new feature on go to Settings / Beta Features and click on the checkbox for Enable Reporting Feature
With Advanced Not Enabled:
- New Reporting option for your Nav Bar menu (can be added in Settings)
- New Reporting option in your User menu
- New Reporting page with sections for Revenue Reports and Inspection Reports
- These hold the Payments Report and the Unpaid/Unpublished Inspections Report respectively
- You will still be able to access these reports by going through the Data Exports page but will be redirected to the new location when you open them.
With Advanced Enabled:
Same new placement of Payments Report and Unpaid/Unpublished Inspections Report and access to Reporting as noted above
You will still be able to access these reports by going through the Data Exports page but will be redirected to the new location when you open them
Agent Reports, Pay Reports and Equipment Reports now show up here under the centralized Reporting page in their respective sections for easy access
New Team Reports section with currently just one report labeled Close Rate for reporting around your schedulers (including the Online Scheduler)
This new report is particularly helpful if you have schedulers that have compensation or performance evaluations based on confirming inspections.
To use this report to its fullest capabilities make sure you set the Default Confirmed setting to "Off".
In this report you can quickly see the "close rate", "lost rate" and "paid rate" for each of your schedulers plus the Online Scheduler.
We also included the associated total numbers (to date vs through the end of the report date) for Total Confirmed, Not Confirmed and Paid for quick visibility.
New Revenue Reports section (where Payments Report also now lives) with 5 new Gross Revenue Reports: By Month, By Quarter, By Year, By Inspector and By Service
The Month, Quarter and Year reports allow you to quickly assess your company's revenue performance by comparing at the associated time frame with the same time frame in the prior year as well as the preceding 3+ same time frames.
For quick visualization of performance the first column has a color indicator that currently follows these rules:
Green if revenue in this time frame is increased more than 2% over the same time frame last year
Yellow if revenue in this time frame is between +2% and -2% over the same time frame last year
Red if revenue in this time frame is decreased more than 2% over the same time frame last year
We also include columns for the average number of services your inspections/orders have associated to them for the time frame split up between standalone services and add-on services.
The By Inspector report is pretty self explanatory and allows you to see your revenue for a given time frame split up by inspector.
For inspections that have multiple inspectors the revenue is split evenly between those associated to the inspection/order. This is not to be used for payroll. Please continue to leverage the Pay report for this.
The By Service report shows your revenue in a given time frame split up by the services you offer.
The standalone services will be listed on their own and the revenue shown in the report is only for that specific service even if add-on services were also in the order under that standalone.
Each of the add-on services will show underneath the standalone service they are associated with and have subtext noting the standalone service.
The allocation of revenue to services is according to the percentage of the total order fee that the services makes up.
There will also be a row at the bottom for "Manual Fees" for the scenarios where revenue is entered into orders manually.
As always please reach out to the bubble if you have any questions!