Compare trends on one chart

Use the Trends explorer when you want to see how things change over time. For example: did your new customers go up in the same weeks as your job revenue?

Before you start

• Don’t see Reports? Ask your shop owner to let you View reports.
• You need some jobs, sales or payments in the dates you want to look at.

Steps

On a computer

1. In the menu on the left, click Reports. Under Overview, click Trends explorer.

   The chart opens with four lines: Jobs, Sales, Customers and Payments for the Last 30 days.

2. Next to Time range, pick the dates, for example This month or Last month. Pick Custom to choose your own dates.

   If you have more than one business, you can also pick one business or All businesses here.

3. Next to Bucket, choose Day, Week or Month. This is how the dates are grouped on the chart.

   For a few months of data, Week or Month is easier to read.

4. To add a line, click Add metric, then click the one you want, for example Jobs revenue. To remove a line, click the × next to its name.

   

   Desktop

5. To see how you did compared with the period before, click Compare to prior period.

   The earlier period appears on the chart as dotted lines, marked “(prev)” in the key under the chart.

6. Scroll down to the Comparison table. It shows each metric’s total for the Current period. With compare turned on, you also see the Previous period, the Change and the Change %.

   

   Desktop

On a phone

1. Tap More. Under Team & money, tap Reports. Then tap Trends explorer.

2. Under Time range, tap the box and pick the dates.

3. Under Bucket, choose Day, Week or Month.

4. Tap Add metric to add a line, or tap the × next to a name to remove it.

5. Tap Compare to prior period to add the earlier period.

6. Scroll down to the Comparison table for the totals.

Phone

Done!

You can now see how your chosen numbers rise and fall together, and how they compare with the period before.

What each metric counts

Metric	What it adds up
Jobs / Jobs revenue	Jobs booked, and their total amount
Sales / Sales revenue	Sales made, and their total amount
Customers	New customers added
Payments / Payments #	Money received, and the number of payments
Leads	New leads
Tasks	Tasks created
Expenses	Money spent on expenses
AMC revenue	Money from service contracts (AMC)
Pickups	Pickups scheduled
Check-ins	Self check-in forms sent in

Good to know

• Amounts and counts share one chart. A revenue line can tower over a count line. Remove a few lines if the chart is hard to read.
• Your choices aren’t saved. The page goes back to the four starting lines each time you open it.
• Leads, tasks and customers belong to your whole account, so they show the same figures whichever business you pick.