See your numbers by trade and period

You’ll finish with: Win rate, margin and cash collected, sliced by month, quarter or trade.

1. 1

   Open Reports from the Tools menu.

   One screen for quotes sent, accepted, win rate, avg margin and cash collected.

   In the app: Open Reports

2. 2

   Switch periods with “This month”, “Last month”, “This quarter” or “All time”.

   Every card on the page recalculates for whichever period you pick.

3. 3

   Check “Won work by trade” to see where the money’s actually coming from.

   Only shows once you’ve got accepted work to slice. Useful once you quote more than one trade.

4. 4

   Export what your accountant needs under “Export to CSV”.

   Separate buttons for “↓ Quotes”, “↓ Invoices” and “↓ Payments”. The payments export includes Sumitt’s fee, Stripe’s real fee and what you actually netted.

Worked examples on this page use a concreting job. Signed in, the same article uses examples from your own trade.