Track Revenue Metrics

Dive deep into the dashboard revenue card to understand your billing trends, compare periods, and spot cash flow issues early.

Written by Ava MartinezUpdated over a month ago4 min readBeginner

What this guide covers

This guide takes a deep look at the revenue card on your JobsiteOn dashboard. You will learn exactly what the revenue number includes, how to use the sparkline trend to spot patterns, and how to combine revenue data with other KPIs to get a complete picture of your financial health.

What the revenue number includes

The revenue card headline shows the total invoiced amount for the selected date range. This includes:

All invoices created during the period, regardless of payment status
Invoices in any status: Draft, Sent, Paid, Partially Paid, Overdue

Screenshot: Revenue KPI card showing "$47,250" as the headline number with subtitle "This Month" and a six-month sparkline trending upward from left to right

Note: Revenue on the dashboard reflects invoiced amounts, not collected cash. To see only collected payments, use the Reporting module which separates invoiced revenue from received payments.

Reading the revenue sparkline

The sparkline below the headline number shows six months of monthly revenue totals. Each point on the line represents one month's total invoiced amount.

Pattern	Interpretation
Steady upward slope	Business is growing month over month
Flat line	Revenue is stable and consistent
Sharp spikes	Large projects or seasonal peaks
Downward slope	Fewer invoices being sent or lower job values
Sawtooth pattern	Revenue varies significantly month to month

Tip: A sawtooth pattern is common in seasonal trades like HVAC and landscaping. If your revenue is naturally seasonal, focus on year-over-year comparisons rather than month-over-month.

Revenue vs. outstanding invoices

The revenue card becomes more meaningful when you read it alongside the Outstanding Invoices card.

Revenue	Outstanding	What it tells you
High	Low	You are billing and collecting efficiently
High	High	You are billing but customers are slow to pay
Low	Low	Business volume is down overall
Low	High	You invoiced heavily in a prior period and still have not collected

Screenshot: Dashboard showing the Revenue card ($47,250) next to the Outstanding Invoices card ($12,800 with $3,200 overdue), illustrating the relationship between the two metrics

Revenue by job type

While the dashboard card shows total revenue, the Reporting module breaks it down by service type. If you notice revenue declining on the dashboard, drill into Reporting to find which job types are contributing less.

Animation: A user clicking the Revenue card on the dashboard, the Invoices page loading with a filtered list, and then the user navigating to Reporting to see a bar chart breaking revenue down by job type: Plumbing $18,000, HVAC $15,250, Emergency $14,000

Using revenue data for decisions

Here are practical ways to use your revenue trend:

Pricing decisions -- If revenue is flat but you are completing more jobs, your average job value may be too low. Consider updating your pricebook.
Staffing decisions -- Rising revenue with a fully booked schedule means it is time to hire.
Marketing decisions -- If revenue drops after a quiet period of new leads, invest in marketing or outreach.
Seasonal planning -- Track which months are consistently high or low and plan staffing and spending accordingly.

Tip: Set a monthly routine to review your revenue card on the first business day of each month. Switch the filter to "Last Month" to see the complete picture of the previous month's billing.

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