Analytics vs. Exports:
Analytics can be found in the side menu
revenue information can be found on Jobs, Proposals, Customers, Orders, Payments, Products/Services
the information in "Jobs Completed" and "Payments" is exportable
several filters are available for each page in Analytics
Exports are available in the upper right of each homepage
revenue information can be found on Jobs, Customers, Orders, Payments, Subscriptions
the information (raw data) found is exportable
several filters are available for each exportable page if you want to narrow the data before exporting it
IMPORTANT:
One thing to keep in mind with both analytics and exports is that Urable is only calculating the payments that are being entered into the system. If you take payment outside of Urable, such as check or cash, and forget to manually record that into Urable, there's no way the system will know that a payment has been collected for a job/order.
Exports are in the form of a CSV spreadsheet. Make sure pop-up blockers are turned off on your browser, so the spreadsheet will present itself in a new tab
**Revenue total (upper right in 'Calendar' view)
Shows the TOTAL VALUE OF THE JOBS IN THAT VIEW
This number is not really meant to be a specific analytic but more so a quick reference regarding expected revenue for the time period
The Hours are the sum of all estimated durations for each line item on the jobs included in that view. Subscriptions are not included in this total. This helps a business understand the workload in any given view.
It is the total value of the the jobs within that calendar view (day, week, month), independent of any payments made (the hours listed are simply the estimated durations of the jobs in view)
This number references the TOTAL line in the job, not the subtotal, so all fees, discounts and taxes are included
Note: Jobs that have been canceled will not factor into the revenue totals here
FOR EXAMPLE:
If you're looking at the month view and you have a job that spans across two months (one the last day of the month, and one the first day of the next month), then the value of that job will be split evenly between those two months. So if it was a $100 job, then $50 of value would contribute to the current month, and $50 of value would contribute to the next month
If you have the weekly view open and there is a project that someone booked last month and deposited 50% amount and this project is in that week that you have open, it won't just project the 50% but will project the whole amount
EXPORTS:
JOBS
will give you the raw data for jobs within a certain date range
our most comprehensive export (columns included are below)
filters: "Industry," "Job Type," "Approval Status," "Payment Status," "Dropped Off," "Repeat," "Online Booking," "Color Label," and "Date Range"
See column headers in a "Jobs" export below:
PAYMENTS
includes all payments received regardless of status (pending, paid, past due, failed, refunded, partial refund, voided)
filters: "Payment Method" and "Data Range"
see column headers in a "Payments" export below:
ORDERS
will give you the raw data for orders within a certain date range
filters: "Industry," "Job Type," "Date Range"
see column headers in a "Orders" export below:
ANALYTICS:
JOBS PIPELINE
to get an idea of the total value of the jobs in each status and the actual payments (deposits) that have been collected against those totals
can limit to just online bookings
can limit to either in shop or in field
statuses include quote, scheduled, in-progress
set a date range for future jobs here
JOBS COMPLETED
based solely on when the job is marked "Completed"
can limit to Online Bookings
can limit to either in shop or in field
Number of Jobs
The number of jobs marked 'Completed' within a specific date range
Tax
Total amount taxed on jobs marked 'Completed' within a specific date range
Total
total value of all jobs that have been marked 'Completed' within a specific date range, regardless of what has been paid.
This will not include tips but will include taxes, fees and discounts.
Amount Paid
Total amount that has been paid on all jobs marked 'Completed' within a specific date range
This would include deposits, tips, taxes, fees, discounts
Tip
Total tip amount collected on jobs marked 'Completed' within a specific date range
NOTE: You can also download SVG, PNG and CSV files
PAYMENTS
based on when payment is recorded
statuses are paid, pending, past due, failed, refunded
The status of the Job is irrelevant
can filter by "Payment Type" & "Date Range" (i.e. cash payments in 2024)
The best place to look when a business is looking for payments collected for a certain date range (Analytics > Payments > Paid). Here's why:
It is based on the payment date only (when the payment is recorded)
The status of the job is irrelevant
It's for all types of payments (deposits, partial payment, full payment)
It's for all types of payment methods (credit card, cash, check)
For example: say you take a $1000 deposit on a scheduled job, that amount wouldn’t show up in Analytics > Completed Jobs since the job hasn’t been completed but it would show up in payments (because status of job is irrelevant)
NOTE: You can also download SVG, PNG and CSV files
PRODUCTS/SERVICES
based on when the job is marked "Completed" or an Order is marked as "Fulfilled"
revenue amounts by "Category"
also includes overall/individual employee duration details for services
can filter by date range
