← All features

Product · Reports

Know your numbers.

Stop guessing which ad is working and which tech is booked. Live dashboards show revenue, jobs, close rate, and lead source at a glance, and answer plain-English questions without a spreadsheet.

app.catchcrm.ai / reportslive demo
This week
$18,240
MTWTFSS

Switch the metric to update the chart.

How it works

Three steps, then it just runs.

1

Live dashboards

Revenue, jobs, close rate, and ticket size update in real time as work happens.

2

Ask a question

Type it in plain English and get a chart back, no query editor.

3

Get the digest

The numbers that matter land in your inbox or Slack every morning.

What you get

Everything in reports.

Live dashboards

Revenue, booked jobs, close rate, and average ticket, updated in real time.

Lead-source ROI

See which channels and campaigns actually turn into paid jobs.

Tech & team performance

Jobs, revenue, and review scores per technician and per office.

Plain-English questions

Ask 'revenue by service this month' and get a chart, not a query editor.

Scheduled digests

The numbers that matter, in your inbox or Slack every morning.

Inside the app

Know your numbers.

The Catch CRM analytics dashboard with revenue, job count, average ticket, closure rate, and a six-month revenue trend

Revenue, average ticket, and close rate for the month, plus which techs and metros produced them.

live
dashboards
by source
ROI tracking
daily
digests

See reports on your jobs.

Reports: common questions

What can I see in reports?

Revenue, jobs, lead sources, and per-tech performance, so you know which ads and crews actually make money.

Can I track ad ROI?

Yes. Tie leads to sources and see estimates, closed jobs, and cancellations by campaign.

Are AI reports included?

AI reports are included on the Business plan ($249/mo).

Do multi-brand offices get rollups?

Yes. Per-company reports plus a portfolio rollup across every brand.