Lead pipeline and sales performance
See every lead by stage, rep, and source. Track close rates, average deal size, and revenue forecasts — by individual rep, team, or company-wide.
Production and job status reporting
Know what's being built today, what's behind schedule, and what's waiting on materials — without calling a project manager. Filter by crew, date range, or location.
Accounts receivable and collections
See every outstanding invoice, aged balance, and partial payment at a glance. Know exactly who owes what before the month closes.
No setup, no configuration required
Reports run automatically from your live data. No spreadsheet templates, no manual exports — just open the report and see the current state of your business.
How It Works
- 1
Your team works leads, sends quotes, and closes jobs inside Ketterly.
- 2
Reports automatically aggregate that data — by rep, team, date range, or location.
- 3
Open any report to see a live view; export to CSV when you need to share with your accountant.