See the business behind the moving jobs
Review moving-company revenue, cost, profit, pipeline, win rate, lead sources and profit by job with financial reports restricted to authorized teammates.
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- Revenue
See the value of the work
Review revenue across the selected period.
- Cost
Understand what sits behind it
Keep estimated job costs in view alongside revenue.
- Profit
Look at the difference
Review profit by job and across weeks or months.
Operational reports use the job and quote data in MoveVision. Financial access is controlled by company permissions.
A view across the work, with the job behind each figure
The day-to-day job list shows what is happening next. Reports give authorized people another view: how revenue, costs and profit compare over time, how work progresses through the pipeline and which lead sources are represented.
How it works in practice
Step 1
Choose the reporting period
Review revenue, cost and profit by week or month. Use the period view to look at the business over the interval you are assessing.
Step 2
Inspect the pipeline
Look at pipeline stages, win rate and lead sources, then use profit by job to examine the work contributing to the figures.
Step 3
Share access deliberately
Financial reports are available to people allowed to see money. Keep those permissions aligned with each person's responsibilities.
What is included
Revenue, cost and profit reports
See revenue, cost and profit by week or month, plus pipeline with win rate, lead sources and profit by job. These are for people allowed to see money.
What to keep in mind
These are operational reports based on MoveVision's job and quote data. They are not a bookkeeping system, tax return, bank reconciliation or a claim about cash collected. Check the underlying entries before acting on a figure.
Can every crew member open financial reports?
No. Financial reports require permission to see money. The crew phone view also hides prices, and company roles determine wider financial access.
Connected to the rest of the move
Put business reports to work
Start a free trial, set up your company and send your first survey link today.