Reporting & Insights
You can't grow what you can't see.
Now you can see everything.
Franchise-level reporting to dig deeper into real-time performance snapshots, franchise-wide roll-ups, and location-level drill-downs, all built into the platform your team already uses. No spreadsheets. No additional tool. Just answers. This is ServiceMinder Reporting & Insights.
Beyond the Dashboard
Reporting that drives informed, confident decisions
Most platforms give you data. ServiceMinder gives you insight with pre-built reports tuned to how franchise businesses actually operate, from lead attribution to revenue per truck.
- Brand-wide KPIs with location drill-down
- Lead-to-close conversion funnels
- Revenue by service line, tech, and territory
- Royalty and fee reconciliation built in
- Scheduled report delivery to stakeholders
- Export to PDF or CSV for board decks
- Data pipeline building through our data warehouse and downloads via API
Core Capabilities
Insight at every level of the business
Franchise-Wide Roll-Ups
See the whole brand at a glance. Aggregate revenue, job counts, conversion rates, and customer satisfaction across every location — updated in real time.
Location-Level Drill-Downs
Zoom into any franchisee to see pipeline health, technician performance, close rates, and average ticket size. Coach with data, not guesswork.
Scheduled & Exportable
Automate report delivery to stakeholders on a daily, weekly, or monthly cadence. Export to PDF or CSV for board decks and investor updates.
The Franchisee View
Every owner gets their own scorecard
Franchisees see the metrics that matter to their location — close rate, average ticket, revenue trend, and technician utilization — without the complexity of the brand-level view.
- Daily revenue and job completion snapshot
- Technician performance leaderboard
- Lead response time tracking
- Customer satisfaction scores
“We have added many new vendors that need to have an open API. The ServiceMinder team has been very easy to work with and build rapport with our new vendors.”
Al Winnick —Chief Operating Officer, Green Home Solutions
Ready to see your franchise clearly?
Book a demo and we'll walk you through the reports your brand needs most.