Executive & reporting
Run the business by the numbers.
Sales by market, cash flow, collections, job profitability, and team performance - reported from the same records the work happens in.
Reporting that does not need a spreadsheet in the middle
The reason roofing reporting is usually late is that it is assembled. Someone exports the pipeline, someone else exports the books, a third person reconciles them, and the report describes a month that ended three weeks ago. By the time it lands, the decisions it should have informed have already been made.
Because sales, production, and finance all run on the same job records in Trussi, the reporting is a read of current state rather than a monthly assembly. Sales by market, average ticket, close rate, cycle time, cash collected, and collections rate are all available now, for a business that is still running.
The numbers an owner actually acts on
Revenue is the number everybody watches and rarely the one that changes a decision. The dashboards lead with the operating figures underneath it: which markets are producing at what margin, how long jobs are sitting between signed and scheduled, what percentage of billed work has actually been collected, and where the receivable is aging by payer.
Job profitability rolls up from the same job level costing that production and the office work in, so a market showing strong revenue and thin margin is visible as such rather than hidden inside a total.
Leaderboards the sales floor believes
Live sales leaderboards rank reps on closed work from the same pipeline they update every day. Because the source is the job record rather than a self reported number, the standings are not arguable - which is most of what makes a leaderboard function as motivation instead of as a weekly dispute.
Custom reports cover the rest. When a lender, an insurer, or a board wants a specific cut of the business, it can be built from live data and rerun rather than rebuilt by hand each time it is asked for.
What you get
Built into the plan, not sold separately.
Sales by market
Revenue, average ticket, and close rate broken out by market and by rep.
Cash flow & collections
Cash collected, collections rate, and receivable aging by payer.
Job profitability
Margin by job and by market, rolled up from live job level costing.
Cycle time
Time between lead, signed, scheduled, and completed - where the backlog is really stuck.
Team leaderboards
Live standings from the pipeline reps already work in, so the numbers are not disputed.
Custom reports
Build a specific cut once and rerun it against live data whenever it is asked for.
Questions, answered.
Ready to run your roofing business smarter?
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