A clearer reporting experience for owners and managers is coming soon.
As roofing businesses grow, leaders need fast, reliable answers to critical questions like how jobs are performing, which leads are converting, and where opportunities are being lost.
We’re evolving reporting in Roofr to make those answers easier to find, easier to compare, and easier to act on.
Why this matters
Owners and managers want access to more performance data, but they need it organized in a way that makes trends and outcomes clear.
This update is focused on:
• Bringing more meaningful performance data into a single, structured dashboard
• Making it easier to compare trends and results over time
• Giving leaders faster access to the metrics they rely on to run the business
What’s changing
Over the coming weeks, you’ll start to see a new reporting experience introduced inside Roofr.
This updated experience will eventually replace the current reporting view.
There’s no action needed right now. Your current reports will remain available, and we’ll guide you in-app as the new dashboard rolls out so the transition feels clear and supported.
A look at the new report tabs
The updated reporting experience will be organized into focused tabs, each designed around a key area of the business.
Job report
An enhanced version of the job report you already use today, with clearer visuals, higher-level metrics like jobs won and lost, and improved filtering.
Lead performance
Focused on how leads perform from creation through conversion, helping leaders understand lead quality and performance trends.
Team performance
Provides visibility into performance across the team to support coaching, accountability, and planning.
Lost jobs
Highlights where and why opportunities are being lost so teams can identify patterns and improve outcomes.
What’s next
This update will roll out in phases. As it does, we’ll share guidance and in-app messaging to support a smooth transition.
More details coming soon.
➡️ Speak to an account manager to learn more.
