Reporting and KPIs
Contracts signed, carrier approvals, deposits, overhead and what each person is owed, for any period you pick. Every figure has a note saying which date it was counted by, so two people reading the same report reach the same number.
The short version
The claims CRM reporting in CRM For Claims lives on one KPI page with a report list down the left. Each report reads straight from the claims, invoices and expenses your team already records, so nobody keeps a separate spreadsheet for the numbers. Every report starts with a period. On the Master Report that means the current week, the last 7, 14, 30, 60, 90, 180, 270 or 365 days, the current or last month, the current or last quarter, the current year, each full calendar year back to your first project, a custom range, or All. The other date-based reports offer a similar list, and the stage and supplement reports take a plain from–to range.
| Report | What it answers |
|---|---|
| Master Report | One period, the whole company: projects opened, contracts signed, approvals, deposits, overhead, and projects completed or cancelled. |
| Sales Report | One person over one period: the projects they opened, the contracts they signed, where those leads came from, and the revenue those projects are expected to bring. |
| Sales Dpt. Performance | Signed contracts for the whole team, split by representative, by lead source and by type of loss. |
| Balance Sheet by Payment Type | Income broken down by what the money is for — ACV, recoverable depreciation, supplements, retail payments. |
| Balance Sheet by Payment Location | The same income, broken down by where it was received. |
| Account Receivable Report | Invoices marked paid in full that were added in the period, across every project whatever its stage. |
| Projects Profitability Report | Completed projects over a period, with what each one earned. |
| Operational Expenses | Job costs by type of expense — labor, materials, permits, dumpsters, measurement reports — and by the trade they were charged to. |
| Company Overhead Expenses | The costs that belong to no single job, as a report, a transaction list and a category list. |
| Projects Categories Report | Which projects entered a chosen stage between two dates. |
| Additional Supplements | Supplementing and estimating costs and appraisal costs per project — the money spent to win more money from the carrier. |
| Payables | What the company owes one person, project by project, and a way to record paying it. |
Master Report
Four blocks: Sales Department, Revenue, Accounts Receivable with Overhead Expenses, and Management.
Most arguments about a KPI report are really about dates. “Contracts this quarter” can mean contracts on projects opened this quarter or contracts signed this quarter, and on a claims business those two numbers are different. The Master Report settles it line by line, and the info icon next to each line says the same thing inside the app.
| Line | Counted by |
|---|---|
| Projects Created | The date the project was added to the CRM. |
| PA Contracts Signed | The signing date entered when the contract was uploaded. Not the upload date, and not the date the project was opened. |
| Approved Balance, and Initial, Supplemental, Appraisal and Retail approvals | The date the invoice was created in the CRM. Invoices marked with the Not Payable Amount exception are left out. |
| Total Deposited | The deposit or paid date entered for each payment. |
| One-Time and Recurring Overhead Paid | The payment date chosen on the expense, which can be earlier or later than the day it was typed in. |
| Projects Completed and Projects Cancelled | The most recent time the project entered that stage. Earlier entries stay in the project history but are not counted again. |
Each figure opens into the list behind it. Projects Created and PA Contracts Signed list each project with who created it, its Primary Representative and the date. Those two names are often different, because a website lead or an assistant can open a project that a rep then owns. The approval lines can be grouped three ways: by date (newest day first, with a total per day), by project, or by invoice type. Above the list you see the period total, how many approvals it contains, and the largest single approval. Previous and Next buttons step the whole report back or forward by the same length of period, so this quarter against last quarter takes two clicks.
Sales
Signed public adjuster contracts are counted in three places: the Master Report, the Sales Report for one person, and Sales Dpt. Performance for the whole team. All three use one rule. A contract belongs to the period it was signed in, so a contract signed this year counts this year even if the project was opened last year. A contract uploaded without a signing date belongs to no period, including All, rather than being guessed into one. Pick the same period in all three reports and the totals match.
Pick a user and a period. The report shows the projects that person opened and the contracts they signed, their share of everything the company signed in that period, a monthly chart, the lead sources of their projects, and expected revenue broken down by payment type and payment location. It prints to PDF.
Signed contracts for the period split by Primary Representative, with each person’s share, then by lead source, then by type of loss. The “Other” loss type expands into the wording people actually typed, which is also how you find the same loss spelled five different ways. It prints to PDF too.
If you are still deciding which of these numbers your business should watch, five claims business metrics worth watching covers that question without the software.
Money
The money reports read the same invoices and expenses that are entered on each claim. That is described in how claim invoicing and payments are tracked, so a report can never show a figure that does not exist on a project.
Pipeline and payables
Choose a stage and two dates, and the report lists every project whose latest entry into that stage falls in the range, with the date it entered. It answers “what reached final invoicing this month” without scrolling a board. The stages are your own, as described in how the claims pipeline is set up.
Pick a person and a date range (All time or from a custom date). The report lists their unpaid amounts project by project, with the total due. Tick the items being paid and record the payment in one step: paid date, payment account, method, reference number, issued date and proof of payment, all required.
Access
Report access is set per report, not as a single “can see KPIs” switch. A sales manager can have the Sales Report and Sales Dpt. Performance without the balance sheets. An office manager can have expenses and payables without seeing everyone’s contract counts. A report a user has not been given does not appear in their list at all. The same per-user model covers the rest of the system, from who can open each document folder to who can see each calendar.
Honest limits
For the wider picture, the features overview covers the claim workflow alongside reporting, and the comparison page explains where a broad roofing platform fits better than a claims-first one.
FAQ
Straight answers about who we serve, what we automate, and how to get started.
A Master Report for the whole company, a Sales Report per person, Sales Dpt. Performance for the team, balance sheets by payment type and payment location, accounts receivable, operational and overhead expenses, projects profitability, a stage report, additional supplements and payables.
By the date the contract was signed, entered when it was uploaded — not the date the project was opened. The Master Report, the Sales Report and Sales Dpt. Performance all use that rule, so they show the same total for the same period. A contract without a signing date is counted in no period.
Yes. The Master Report's approval lines open into the invoices behind them. You can group them by date, by project or by invoice type, and see the period total, the number of approvals and the largest single approval above the list.
The Master Report has Previous and Next buttons that move the whole report by the length of the period you chose, so a quarter steps to the previous quarter and a calendar year to the previous year.
Not today. The balance sheets, Operational Expenses, the Sales Report and Sales Dpt. Performance print to PDF, and the Master Report is read on screen.
Yes. Access is granted report by report. A user sees only the reports they have been given; the others do not appear in their list.
Each project has a profitability report showing the job as a whole and trade by trade: contracted amount, the trade's own expenses, its share of general overhead, profit and margin. The KPI page adds a Projects Profitability Report across completed projects.
Plans start at $59/month for the company account and first admin user, with additional users at $39/month. The pricing page lists what each plan covers, and custom reporting is listed under Enterprise.
