get roofing reports for your business in seconds

With a few clicks, you can see your team's sales perfomance, win rate, average job value, and most profitable lead source.

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User pre-built reports...

Use our report templates to see the metrics that every roofer needs to grow.

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Or build your own.

Customize reports to include sizing, orders, and other metrics that matter most for your business.

James, Head of Sales

James here! Want to see what this could look like for your business? Schedule a demo to see our reporting in action.

See trends in real-time with graphs and charts

Get a snapshot of what's changed in your roofing business. That means you can identify problem areas in a instant... or sit back and admire your business's growth.

Frequently Asked Questions

Yes! You’ll need to set up filters for each report. For most reports, you may filter by location, services, lead sources, team members, and more.

Yes! ProLine provides detailed sales reports that track the full sales cycle and all conversion metrics to properly run your sales team in the exterior renovation space.

Yes! ProLine reports include powerful filtering options. You can filter data by project categories, types, services, tags, lead sources, zip codes, and more.

Homeowners can pay via card or ACH. There's also a Pay Cash/Check option that gives homeowners instructions on how to pay their bill.

Yes. The marketing report includes revenue per lead source, helping you see which channels are bringing in the most profitable jobs, assuming you’ve set up lead sources for the main contact correctly.

Yes. The production report includes the average time to completion with the ability to use all project filters like category, type, service, rep, etc.

Yes. ProLine’s profitability report shows the revenue, costs, profit, and margin of every project. You can filter by the project category, type, service, date range, rep, and more.

Absolutely. The Marketing Report comes with an outrageous amount of metrics, including the number of new leads converted to open opportunities. You may also view new lead outcomes, inspection outcomes, revenue by lead source, conversion by lead source, and more.

Yes. The marketing report tracks leads by source, revenue per lead source, and conversion rates. You can analyze which channels bring in the most leads and revenue, helping you optimize your marketing strategy.

Yes! You can export reports as .csv files and upload them into Excel, Google Sheets, and other spreadsheet software.

Yes. The reporting system tracks projects from leads to completed jobs. The reports break down data by marketing, sales, production, cash flow, profitability, activity, and pinned addresses. Once you open a report tab, you can filter the data in the report by location, category, lead source, team member, and more.

Make your next move based on what's best for your business.

Schedule a demo for a dive into our reporting features. Our Sales rep will show you how to set up ProLine like the pros.