INTELLIGENCE

Reporting & BI

Stop waiting for month-end reports that are already out of date. HomePro surfaces the numbers that matter — revenue, margins, utilization, close rates — in real time, so you can make decisions today instead of reacting to last month.

$287K
MTD Revenue (Live)
64%
Fleet-wide close rate
81%
Tech utilization
Live
Cash position sync
Operational Blueprint

Predictive Intelligence.

Stop asking "how'd we do last month?" and waiting 3 weeks for a P&L. HomePro gives you a real-time pulse on every metric that matters on autopilot.

Ingestion
Real-Time Data Orchestration
The system ingests every data point—from call recordings to GPS logs to invoice settlement. It autonomously normalizes this data to build your real-time executive dashboard.
Audit
Autonomous Performance Scrubbing
HomePro audits per-tech performance every hour. It identifies anomalies—like a sudden drop in close rates or a spike in unbilled windshield time and flags them for immediate action.
Forecasting
Predictive Revenue Modeling
Based on current lead volume and historical conversion rates, the system autonomously forecasts your revenue for the next 30 days, identifying gaps before they become crises.
Strategy
Autonomous Recommendation Engine
The BI layer doesn't just show charts. It suggests actions. "Your LSA cost-per-lead is up 40%. Recommend shifting $500/day to Direct Mail follow-ups."
Analytical Intelligence Log
SCAN Audit complete: 1,420 data points ingested (Last 60m).
THNK [INSIGHT] Mike R. close rate increased 12% following AI training.
WARN [MATCH] Lead cost on Google LSA exceeding target by $14.20.
FORE Predictive MTD Revenue: $314,000 (Confidence: 94%).
ACT ACTION: Pushing weekly performance report to 4 managers.
DONE Dashboard sync complete. 100% data integrity verified.
Forecasting Accuracy: 96.4% / Data Latency: < 100ms
Analytical Maturity

Hindsight Guessing vs. Autonomous Predictive BI.

Traditional Reporting
  • Guessing profitability until the accountant finishes the P&L.
  • Manually merging CSV exports from 4 different tools.
  • Static charts that show what happened, not what will happen.
  • Spending 5 hours a week building "The Friday Report."
The HomePro BI Engine
  • Real-time revenue and margin visibility, updated per-job.
  • Unified data orchestration across the entire enterprise.
  • Predictive forecasting based on real-world lead flow.
  • Autonomous, AI-driven strategic recommendations.
homepro.ai / reporting / executive-dashboard
Live — Apr 2026
Real-time
Revenue MTD
$0
? 18% vs last month
Close Rate
0%
? 7pp vs last month
Avg Ticket
$0
? $180 this month
Tech Utilization
0%
? 12pp since deploy
Monthly Revenue
Last 6 months
Nov
Dec
Jan
Feb
Mar
Apr
$198K lowest$287K this month →
Revenue by Source
Google LSA$84K
Referrals$72K
Direct Calls$58K
Angi$43K
Other$30K
Tech Leaderboard — Apr
#1
Mike R.
$68K
72%
#2
Jake T.
$52K
61%
#3
Carlos M.
$48K
58%
Sarah K.
$41K
54%
Tom W.
$38K
49%
AI Recommendations
Google LSA CPL is up 31%. Shift $400/day to direct mail follow-up sequence. Projected savings: $1,240/mo.
Tom W. close rate dropped 9pp. Recommend role-play session using Mike R.'s G/B/B script this week.
Revenue on pace for record month. Add 2 more HVAC slots Thu—Fri to capture seasonal demand surge.

Real-Time Revenue

Revenue updates the second a payment is processed. Not when your bookkeeper reconciles QuickBooks on the 15th. The number you see right now is the truth.

Marketing ROI

Track cost-per-lead and cost-per-closed-job by source. Know that Google LSA costs $84/closed job while Angi costs $212 — and make spending decisions accordingly.

??

Tech Performance

Close rate, average ticket, callback rate, customer satisfaction — per technician. Know who your closers are. Know who needs coaching. Know who's costing you money.

homepro.ai / reports / insights / live
Revenue YTD
$1.2M
↑ 18% vs last yr
Gross Margin
64%
Best quarter
NPS Score
4.8★
Industry avg: 3.2
RPRTQ2 P&L auto-generated — sent to owner
INSGTTech #4 has highest close rate (78%) — note for bonus
ALERTJob cost margin dip -3% in HVAC — investigate ✓
How It Works

How HomePro reporting works.

01
Data
Connect

All operational data—jobs, revenue, labor, parts, customer—flows into the reporting layer in real time, no exports.

02
Dashboards
Visualize

Pre-built dashboards for revenue by tech, margin by job type, and customer LTV—no Tableau, no data team.

03
Intelligence
Alert

AI flags anomalies: a tech whose ticket average dropped 20%, a job type trending unprofitable—before they cost you.

04
Share
Export

One-click export to Excel or PDF for ownership meetings, lender packages, or M&A due diligence.

Reporting Lag
Real-Time
vs. 2–4 week lag for manual or ERP-based reporting
Dashboard Setup
< 1 day
to deploy pre-built dashboards vs. months for custom BI tools
Anomaly Detection
< 24 hrs
from issue onset to manager alert with AI pattern monitoring
Cost vs. Tableau/PowerBI
−$3,400/mo
average savings vs. standalone BI tool + data engineer
Owner Voices

What trades owners actually say.

"I know my margin by job type, by tech, by neighborhood—in real time. I never had that visibility before."
A
Andrea T.
Roofing Owner · Dallas, TX
"HomePro replaced our BI tool and saved us $3k a month. The dashboards are better anyway."
M
Michael S.
Multi-Location Plumbing · Chicago, IL

You can't improve what you can't see.

HomePro gives you a real-time pulse on every metric that matters — updated live, not on a monthly lag.

See your dashboard