Revenue reports, lead-source attribution, vendor performance scoring, booking-funnel analytics. Preview mock live today in the CRM; production dashboards + weekly PDF digest ship Q4 2026 on the Scale tier.
The usual operator reporting stack is a Monday-morning glance at the Stripe dashboard, a QuickBooks P&L you’ll pull at tax time, and a vague feeling of “prom season was good this year” based on how tired the drivers look. Which lead sources actually produce the booked trips? What’s your widget-to-booking conversion by month? Which vendor converts quotes at the highest rate? Which vehicle produces the most revenue per quarter? Nobody knows — because the data is in six tabs that nobody has time to reconcile.
The reporting the industry sells you is “advanced analytics” add-ons that cost $200/month and deliver a PDF nobody reads. The real need is tighter: a dashboard that answers five questions in 90 seconds (where’s the money coming from / where is it leaking / which vehicle earns most / which vendor converts best / which days are peak), plus a weekly PDF digest emailed to the whole team.
Stretch reports is that dashboard. We own every row of your CRM data — leads, quotes, contracts, bookings, payments, vendor accepts, trip completions — so the reports can slice any dimension without a data-sync step. Preview mock lives in the CRM today; production dashboards + the weekly digest ship Q4 2026.
Monthly recurring revenue, booked-trip revenue, deposit cashflow, outstanding AR, refunds. Day/week/month/quarter slices. Compare any period to the prior period. The top-of-dashboard number that answers “how’s business.”
Widget leads vs direct form vs phone-in vs referral — which source produces the highest conversion-to-booking. UTM-tagged widget leads attribute to the exact ad campaign. The report that justifies (or kills) your paid-marketing spend.
Widget load → form fill → quote sent → contract signed → deposit paid → trip completed. Where do leads drop? Which step is the leak? Your Pro-tier conversion team’s next optimization target.
Per vendor: offers received, offers accepted, trips completed, on-time rate, client rating, revenue produced. Rank by close-rate. Fire the bottom quartile; send more work to the top.
Per vehicle: hours booked / hours available, revenue produced, cost-per-hour (fuel + driver + maintenance), ROI. The report that tells you whether to buy another coach or sell the one you have.
Every Monday at 7 AM, a branded PDF emailed to your whole team summarizing the prior week’s revenue, bookings, lead sources, vendor accepts, upcoming calendar load. The report that gets read because it hits an inbox, not a dashboard URL nobody checks.
No surprises, no “contact sales for pricing.” Everything in the stack has a price tag on the box.
Full reports unlock on the Scale tier ($489/mo) alongside dedicated Fortis merchant, dispatch board, multi-day itineraries, priority support and dedicated API access. Growth tier gets basic reports (revenue + lead source + booking count); Scale gets the full six-panel dashboard + weekly PDF digest. Preview mock lives in the CRM today.
| Report | Free | Pro | Growth | Scale | Enterprise |
|---|---|---|---|---|---|
| Preview mock in CRM | ✓ | ✓ | ✓ | ✓ | ✓ |
| Basic revenue dashboard (prod) | — | — | ✓ | ✓ | ✓ |
| Lead-source attribution | — | — | ✓ | ✓ | ✓ |
| Booking funnel analytics | — | — | — | ✓ | ✓ |
| Vendor performance scorecard | — | — | — | ✓ | ✓ |
| Vehicle utilization + ROI | — | — | — | ✓ | ✓ |
| Weekly PDF digest email | — | — | — | ✓ | ✓ |
| Custom report builder | — | — | — | — | ✓ |
| Dedicated BI service / data warehouse export | — | — | — | — | ✓ |
utm_source + utm_medium + utm_campaign are captured on every submission and surface in the lead-source report. Phone-in and referral leads are tagged manually in the CRM; everything else is auto.Spin up a tenant in 60 seconds. Try the free tier first — upgrade only when you need the feature on this page.