Reports
Reports in Review Monster's CRM answer the questions owners actually ask. How much did we sell this month? Who still owes us? Which ads are worth the money?
There are reports for sales, jobs, payments, invoices, aging invoices, estimates, leads, tips, tax, timesheets, call tracking and more. The one most owners go to first is KPIs, which shows what each ad source brings in.
Every customer has a source, for life
When a new customer first reaches you, the CRM records where they came from. A call to a tracking number, a form on your website from a Google ad, a text to your main line: each one is credited to a source automatically. The office picks it from a drop-down when they add someone by hand.
That source never changes on its own. Every dollar that customer pays you, this year and every year after, counts toward it. If it was wrong, you can change it by hand.
Spend, leads and return on ad spend
Ad spend comes from your bank feed through simple rules, like "anything from Google Ads goes to Google Ads," or you can type it in. The KPIs report then puts it side by side with what the source produced.
- Spend, leads, jobs booked and jobs paid
- Revenue and return on ad spend (ROAS)
- Cost per lead, per booking and per paying job
- Booking rate and close rate
- Average job size
Sources
Each new customer also carries how they first got in touch, like a phone call, a text, a quote form, chat or online booking, and the KPIs report breaks each Source down by channel, so you can see whether your Google leads call or fill out forms.
The day-to-day numbers
Sales and payments by day, week or month. Invoices by age, so you know who to call. Estimates with how many times each was viewed. Timesheets for payroll. Everything can be filtered by date range.
In practice
At the end of the quarter, a junk removal owner opens KPIs. Google Ads cost $2,900 and brought in $11,600 from customers it found, a ROAS of 4. A $600 Yelp listing brought in $900. He moves Yelp's budget into Google for next quarter, and the decision takes ten minutes instead of a gut feeling.
Step-by-step help for reports is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
Can the CRM track return on ad spend?
Yes. The KPIs report shows each ad source's spend, leads, booked and paid jobs, revenue and ROAS for any date range.
How does the CRM know where a customer came from?
It's recorded when they first reach you, from the tracking number they called, the website or ad that brought them to a form, or the line they texted. The office can also pick it by hand.
Where does ad spend come from?
From your bank feed through rules that match charges to ad sources, or typed in by hand.
Works well with
A $5/month number for each ad, sign or truck, so you know which ones make the phone ring.
BookkeepingA read-only bank feed that your own rules sort into categories, so you approve in bulk at month end.
Lead managementEvery form, chat, call and text becomes a lead with its source, and moves itself along as you quote and book.
All-in-one inboxOne inbox for texts, emails, Facebook messages, calls and voicemails, with each customer in one thread.
Reports comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.