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Details

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Clear Margin Analytics Main Features

• Easy Reports
  You get simple reports each month that show what to fix and how to do it, with no need to log into special software.
• Actionable Plans
  Every month, you receive a list of 3 to 5 tasks ranked by how much they will help your business, with cost and steps included.
• Customized KPI Set
  We create custom key numbers for your business at onboarding and track them monthly to see progress.
• Strategic Advisory
  We analyze your jobs, costs, customers, and marketing to give you a plan each month to improve profit and grow your business.
• Growth Opportunities
  We identify new ways to make money, estimate their value, and show what it takes to get them.
• Works with Your Data
  We connect to your existing tools like CRM, accounting, and marketing platforms to gather data automatically.
• Final Report Guarantee
  If we do not find at least one reason to improve your margin in the first report, the month is free.
• Cost and Profit Analysis
  We break down profit margin by service, analyze job costs, and show which jobs are most profitable.
• Marketing and Customer Data
  We analyze where your customers come from and how your marketing campaigns perform, so you know what works.
• Monthly and Quarterly Reviews
  We provide monthly summaries and quarterly plans that help you see where you’re headed and decide next steps.

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