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Know how the business is doing, without a spreadsheet

See revenue, money owed, jobs, team hours, customers, and inventory in one place. Pick any date range, compare it with the one before, and download the report to share.

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Reports

This month vs. last month
OverviewFinancialMoney owedOperationsTeamCustomers

Total revenue

$48,260

Up 12%

Jobs completed

186

Up 9%

Revenue by week

8 report tabs
From revenue to team hours to inventory
Compare periods
Against the period before or the same time last year
Lead sources
Which sources bring customers and revenue
Spreadsheet or PDF
Download reports, with your logo on the PDF

What you can see

The numbers you check every week

Reports fill in from the jobs, invoices, and payments you already track in Asteri. There is nothing extra to enter.

  • Overview

    Revenue, gross profit, jobs completed, money waiting to be paid, and how many jobs ran on time.

  • Money coming in

    What you invoiced, what you collected, your collection rate, and tips.

  • Money owed by age

    Unpaid invoices grouped by how late they are: 0–30, 31–60, 61–90, and over 90 days. The most overdue are listed first.

  • Where leads come from

    Leads, how many became customers, and the revenue from each lead source.

  • Team and customers

    Billable hours and use of each person’s time, plus new customers, repeat customers, and average customer value.

  • Operations and driving

    On-time, completion, and cancellation rates, plus distance and time on the road.

  • Inventory

    Stock value, items running low, and the cost of materials used.

  • Download and share

    Export to a spreadsheet file (CSV) or a PDF report with your logo on it.

  • On your phone

    Check reports in the Asteri mobile app when you’re away from your desk.

Getting paid

See who owes you, and for how long

Unpaid invoices are grouped by how many days late they are, so you can see at a glance where to follow up first.

  • Groups for 0–30, 31–60, 61–90, and over 90 days
  • The most overdue invoices listed first
  • Collection rate for the dates you pick
  • Compare with the period before or last year

Money owed by age

Unpaid invoices
0–30 days$6,420
31–60 days$2,180
61–90 days$940
Over 90 days$410

Most overdue

Invoice for tile and grout · 94 days

$410.00

Marketing

Spend more where your best customers come from

Asteri tracks where each lead came from and follows it through to paid work, so you can see which sources pay off.

  • Leads from each source
  • How many became customers
  • Revenue from each source

Where your leads come from

Last quarter

Website form

64 leads · 38% became customers

$21,400

Referral partners

22 leads · 55% became customers

$9,850

Added by hand

18 leads · 44% became customers

$6,120

How it works

From daily work to a clear report

  1. 1

    Work in Asteri

    Jobs, invoices, payments, and leads feed your reports as you go.

  2. 2

    Pick your dates

    Choose this month, last quarter, year to date, or your own dates.

  3. 3

    Compare

    Line it up against the period before or the same time last year.

  4. 4

    Share it

    Download a spreadsheet or a PDF with your logo.

Questions

Common questions

Do I have to set anything up?

No. Reports use the jobs, invoices, payments, and leads you already have in Asteri.

Which date ranges can I use?

The last 7 days, this month, last month, this quarter, last quarter, year to date, or any dates you choose. You can compare with the period before or the same period last year.

Can I export reports?

Yes. Download a spreadsheet file (CSV), or a PDF report with your logo on it.

Can I see reports on my phone?

Yes. Reports are in the Asteri mobile app too.

Works together

Pairs well with

  • Estimates & invoicingEstimates, invoices, and follow-ups
  • PaymentsCard and bank payments, tips, and deposits to your bank
  • Leads & sales pipelineCapture every lead and follow it to a sale
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