Operations Analytics
Clear Reporting for Contractors Who Want Real Answers
Operations Analytics in Custom Trades CRM provides clear, structured reporting on how your business is actually performing — daily, weekly, and monthly.
This module is built for owners and managers who want visibility into jobs, sales, and operational KPIs without exporting spreadsheets or guessing. Custom Trades CRM is a job management CRM and field service CRM built to surface insight, not just store data.
Know How the Business Is Performing — At a Glance
Operations Analytics delivers reporting across key operational areas, including:
- •Job activity and completion
- •Sales performance
- •Lead-to-job conversion
- •Bid performance
- •Team productivity
Reports are designed to be reviewed quickly — not analyzed for hours.
Daily, Weekly, and Monthly Performance Recaps
Operations Analytics provides structured performance views at different time horizons.
- •Daily activity and sales recaps
- •Weekly trends and bottlenecks
- •Monthly performance and growth indicators
This helps teams spot issues early instead of discovering them weeks later.
Track the KPIs That Actually Matter
Instead of generic dashboards, Operations Analytics focuses on KPIs relevant to trade businesses, such as:
This makes it a practical CRM for tradesmen and small business CRM for owners who want answers — not noise.
Built to Work With Leads, Bids, and Jobs
Operations Analytics pulls data directly from:
That means reporting reflects what's actually happening — not manually entered summaries.
Built for Owners and Managers
Operations Analytics is designed for:
- •Owners who want clarity
- •Managers who need accountability
- •Teams who want fewer surprises
It provides visibility without adding administrative work.
Add Analytics When You're Ready
Operations Analytics is an optional module:
- •$50 / month
- •$600 / year
- •Add it when reporting becomes important — not before.
This makes Operations Analytics a flexible addition to your job management CRM that scales with your needs.
See the Business More Clearly
Operations Analytics helps contractors understand performance, spot trends, and make decisions based on facts — not gut feel.
Ready to Get Started?
Discover how Operations Analytics can transform your business operations.