Revenue
$211,800
+6.8% vs last month
From $500/month · 3-month minimum
Monthly Reporting
The analyst relationship without the hire. Your numbers arrive by the 5th, every month, with someone to ask about them.
What arrives each month
- A written report by the 5th covering the numbers agreed in month one
- Dashboard upkeep — broken connections fixed before you notice them
- A 30-minute review call to talk through what changed
- Unlimited email questions between calls
- One small report change per month at no extra cost
What it costs
Standard
$500/mo
Up to three data sources, one report, one review call.
Extended
$850/mo
Up to six sources, two reports or departments, board-ready formatting.
Nonprofit
$400/mo
For registered nonprofits with budgets under $2M, aligned to grant cycles.
Who it suits
Businesses past the point where the owner can hold every number in their head, and nonprofits with funder deadlines that do not move. If you are a contractor, the job costing and lead ROI reporting we build is usually what the monthly report covers. Nonprofits normally start from grant and impact reporting.
Here is a full month-end pack
Headline numbers with an honest comparison to last month, the charts behind them, the written note and the summary tables.
Bay Coast Services is a fictional home-services company in Baldwin County, Alabama. Example data — a made-up business, not a real client.
Monthly Reporting — September 2026 example
The month-end pack Bay Coast Services would receive
Month in one line
Best HVAC month of the year lifted revenue to $211,800, but callbacks on one crew quietly ate into the gain.
Gross margin
35.6%
+2.1 pts vs last month
Jobs completed
284
+4.8% vs last month
Average job value
$746
+1.9% vs last month
New customers
95
+14.5% vs last month
Callback rate
4.3%
+0.7 pts vs last month
Revenue and profit, 12 months
Where this month sits in the year
This month vs last month
Side-by-side comparison
Jobs completed each month
Volume behind the revenue line
What I'd tell you on the call
September finished at $211,800, up 6.8% on August and the second-strongest month of the year. The gain came almost entirely from HVAC replacements booked before the fall slowdown.
Crew B's callback rate rose to 5.8%, roughly double Crew A's. Every callback is a free visit, so this is worth about $6,400 of lost margin over the quarter.
Maintenance plans are still small at 9% of revenue but carry the best margin in the business. Twenty more plans a month would add more profit than ten extra plumbing jobs.
Suggested focus for October: review Crew B's close-out checklist, and offer a plan renewal to the 62 customers whose plans expire this quarter.
Month-by-month summary
Revenue, profit, margin and jobs for the last 12 months
| Month | Revenue | Gross profit | Margin | Jobs |
|---|---|---|---|---|
| Oct | $148,200 | $43,300 | 29.2% | 221 |
| Nov | $131,500 | $35,300 | 26.8% | 196 |
| Dec | $118,900 | $28,500 | 24% | 172 |
| Jan | $164,300 | $51,600 | 31.4% | 243 |
| Feb | $139,800 | $40,700 | 29.1% | 205 |
| Mar | $157,600 | $49,300 | 31.3% | 228 |
| Apr | $172,400 | $55,600 | 32.3% | 246 |
| May | $188,900 | $64,400 | 34.1% | 264 |
| Jun | $203,700 | $69,800 | 34.3% | 281 |
| Jul | $214,500 | $73,300 | 34.2% | 292 |
| Aug | $198,300 | $65,700 | 33.1% | 271 |
| Sep | $211,800 | $75,400 | 35.6% | 284 |
Service line performance this month
Share of revenue and margin by line of work
| Service line | Revenue | Share of revenue | Gross margin |
|---|---|---|---|
| Plumbing | $80,484 | 38% | 31% |
| HVAC | $72,012 | 34% | 37% |
| Electrical | $40,242 | 19% | 26% |
| Maintenance plans | $19,062 | 9% | 52% |
Questions about monthly reporting
Why a three-month minimum?
One month of numbers tells you very little. Three lets us show trend, catch seasonality and actually change a decision.
What is in the monthly report?
The numbers agreed in month one, how they moved, what looks unusual and what we would look at next. Usually four to six pages, written in plain English.
Do I need a dashboard first?
No. Monthly reporting can run off exports. If a dashboard would save time, we will say so rather than quietly billing for manual work.
Can we pause?
After the first three months, yes — 30 days' notice, and everything stays in your accounts.
Talk through a monthly reporting plan
Bring last month's numbers to the call and I will explain what a useful report should contain.