Most contractors run their business by feel. Root's Reporting & Analytics Module gives you real-time dashboards, custom reports, and predictive forecasting that turn your data into decisions — and your decisions into revenue.
2 minutes. No obligation.
100%
Real-time data — no waiting for end-of-month reports
1
Dashboard that shows your entire business at a glance
30 sec
To pull any report, any date range, any metric
2×
Faster decision-making with real-time KPI visibility
Live KPI dashboards for owners, managers, and reps — each customized to show the metrics that matter most to their role. Updated in real time, always current.
Build any report you can imagine — by lead source, rep, job type, geography, time period — without needing a developer or an export to Excel.
Track your pipeline from first contact through close — set rate, show rate, close rate, re-sign rate. Know where leads are converting and where they're dropping.
Which campaigns are generating the highest-value jobs? Which channels have the best cost-per-booked-job? Answer those questions in seconds, not hours.
Revenue forecasting based on current pipeline, historical close rates, and seasonality. Know what next month looks like before it arrives.
Key reports emailed to stakeholders automatically — daily, weekly, or monthly. Your leadership team is always informed without anyone building or sending reports manually.
"I used to wait until the 15th of the month to know how the previous month went. Now I look at my dashboard every morning and I know exactly where we stand."
Elmer Glick
CEO, Starway Roof Systems
"The ROI tracking by marketing channel alone is worth the entire system. We cut two channels that weren't performing and doubled down on what was. Revenue went up 22%."
Marcus D.
Owner, Premier Roofing Co.
Let's map what metrics actually drive your business and show you what your reporting dashboard would look like.
No obligation. No contracts. Just a clear plan. · rootagency.co