Moving company reports & analytics: 70+ reports, every number clickable.
Reports opens Your Business: every report grouped by area, from Sales and Bookings to Payroll, Storage and Long Distance. Each one has the period, a comparison, filters, a chart and a table, and every figure opens the orders behind it.
- reports ready today
- 72reports ready today
- areas, from Sales to Long Distance
- 14areas, from Sales to Long Distance
- click from a figure to its orders
- 1click from a figure to its orders
Reports · 72 ready
Your Business, every report
Find a report — conversion, tips, packing…
Pinned
Revenue Overview
Leads by Source
Payroll by Employee
Open Pipeline
Sales8 ready
Revenue & Money11 ready
Operations6 ready
Payroll & Commissions3 ready
What it fixes
The day before Reports, and the day after.
Month-end numbers come from three spreadsheets that disagree.
Reports, the dashboard and Ed read the same figures from the same orders.
You can see revenue is down, but not which jobs.
Click any tile, bar or number and the orders behind it open.
Everyone sees everyone's numbers, or nobody sees any.
Money reports need their own permissions; a salesperson's reports cover their own orders.
How it works
Reports, screen by screen.
01 / Read any report
The same shape, every time.
Pick the period, from today to last year or your own dates, and compare with the previous period or the same period last year. Filter by branch, move type, service, salesperson, source and status. Tiles turn green when a number went the right way and red when it didn't; the chart and table follow in place.
- Click a figure: up to 500 orders behind it, each one opens
- Sort the table by any column, totals at the foot
- CSV for your bookkeeper, or Print with the title and dates
- A line under the period says what the dates mean for this report
Sales · Leads by Source
Where leads come from, and what they book
Leads
395
+12%
Booked
137
+18%
Conversion
34.7%
+1.8 pts
Leads by the day they came in · click a number to see the orders behind it
02 / The dashboard
Today's picture, and what needs a hand.
The first screen after you sign in counts leads, reserved, booked and moves for the days you choose, against the same days last year, with the past week as bars. Action needed lists what's waiting: jobs going out with nobody on them, overdue invoices, leads nobody owns, unread messages and calls, past-due tasks.
- Referral sources, sales performance and current statuses
- The week ahead: jobs, crew, trucks and value per day
- The month so far: leads in, booked, revenue, collected
Harbor & Pine Moving · Dashboard
Good morning, Jamie here's this week
Leads this week
41 / 33
Reserved this week
7 / 5
Booked this week
18 / 14
Moves this week
22 / 19
Action needed
3jobs going out today with nobody on them
2invoices past their date
4leads nobody owns
The month so far
$62,480
Booked revenue
Collected
$48,115
This month
Jobs on the road
6
Today
03 / Lead costs and ROI
What a booking really costs.
Give each lead source its cost, per lead or as a monthly spend, with the day it starts. Lead Acquisition Costs then shows spend, leads, cost per lead, bookings, cost per booking and return for every source, next to Leads by Source, Campaign Performance and Website Visitors in the Marketing area.
- Only company admins see and set costs
- A price rise from next month keeps last month's figures right
- Sources with no cost say so instead of guessing
Marketing · Lead Acquisition Costs
What a booking really costs
Costs per lead or as a monthly spend, with a start date, set by a company admin in Lead sources.
04 / Ask Ed
Numbers by text, every evening.
Ed, the AI assistant, answers questions about your numbers in plain words, from the same figures as the reports and following your permissions. Ask him to text or email you up to four numbers on a schedule, such as bookings today and money from closed jobs, every weekday at 5 PM.
- Every day, every weekday, or once a week
- To your own email and mobile, on your branch's clock
- Up to 10 scheduled reports each; stop one by asking
Ed
Text me every weekday at 5 PM how many jobs we booked today and the money from closed jobs.
Scheduled report
Every weekday · 17:00 · by text to (617) 555-0131
- Bookings today · whole company
- Money from closed jobs · today
Confirm
Booked today: 5
Money from closed jobs: $7,860.00
“The foundation and direction of this software puts it top of the class. I am impressed with the feature set from the beginning.”
By the numbers
2
Comparisons on every report
Against the previous period or the same period last year, with every tile green when it went the right way and red when it didn't.
What reports come pre-built in MoveBoard?
72 reports are ready today, in 14 areas: Sales, Bookings, Revenue & Money, Operations, Packing & Materials, Payroll & Commissions, Storage, Long Distance, Marketing, Customers, Communication, Tasks, Inventory and Office Performance. Examples: Leads by Source, Sales Funnel, Revenue Overview, Payments Collected, Estimate Accuracy, On-Time Arrival and Payroll by Employee.
Can I create custom reports?
There's no report builder; instead every report takes any period, a comparison and filters for branch, move type, service, salesperson, source and status, and downloads as a CSV you can work with in Excel or Google Sheets. Pin the reports you use most to the top of the hub.
Can I schedule automated report delivery?
Yes, through Ed. Ask him, for example, to text you every day at 5 PM how many jobs you booked today. A scheduled message carries up to four numbers, such as bookings, new leads, money from closed jobs or payments received, by text, email or both, daily, on weekdays or weekly.
Does reporting work across multiple branches?
Yes. Reports have a Branch filter, and you see the branches you belong to. Company admins work in every branch.
How far back does historical data go?
To the day you started on MoveBoard, and further for the orders you import from your old software, which come in with their customers, dates, prices, totals and money already received.
Can I control which employees see which reports?
Yes. The Reports menu needs its own permission, and money reports need more: Can see Income Report, Can see Payments Collected Report, the payroll tab, storage, claims, or trip profit. A salesperson who sees only their own orders gets figures for those orders only.
What is the difference between reporting on the Professional and Enterprise plans?
Both plans include the Reports hub and the dashboard. Enterprise adds advanced reporting; see the pricing page for what each plan includes.
Works with
Reports hands the work to the next screen.
See your company on MoveBoard.
A live demo built around your own kind of moves: your service area, your pricing, your crews.