Reports

Get the data that matters to you and your business easily!

• Creating Custom Reports in Builder Prime

Sales and Marketing

• The Lead Summary Report
• Lead Performance Report
• Leads by Lead Source and Project Type Report
• Customer Acquisition Costs by Lead Source Report
• Lead and Customer Acquisition Cost Reporting
• Total Sales (Contracts) Report
• Meeting Results Report
• Sales Pipeline Report
• Commission Summary Report
• Sold Jobs vs Sold Contracts
• Setting Goals in Builder Prime
• Lead Performance (Month over Month) Report

Production

• Project Baseline Comparison (Estimates vs Actuals) Report
• Baseline Trends for Completed Projects (Estimates vs. Actuals) Report
• Production Pipeline Report
• The Completed Projects Report
• Outstanding To-do Items Report
• Invoices Report
• Client Invoice Summary Report
• Payments Report
• Created To-do Items Report
• Completed To-do Items
• Subcontractor Purchase Orders Report