DRMAnalytics & Consulting
Sample reports

How would you like to get your numbers?

Pick a style, then open a sample.

Get it in your inboxA PDF emailed weekly or monthly. Nothing to log into.2 samples ready ↓ Check in on a dashboardA live report you open any time. Click to filter.1 live sample ↓ Dig into your numbersA full toolkit of filters for owners who like to explore.Coming soon ↓
The companies are made up. The questions aren't. Your version uses your own customers, jobs and targets from QuickBooks and your spreadsheets.
Jump to: Get it in your inbox Check in on a dashboard Dig into your numbers

Get it in your inbox

Your report shows up on schedule, ready on any device. Send yourself a test.

Best for: owners who want answers, not software
Preview of the weekly one-page snapshot sample report

Weekly one-page snapshot

Arrives every Monday, 7 AM

One page, plus three plain-English notes on what needs attention this week. It answers:

  • Who do I need to call about overdue invoices?
  • Which projects are running over budget?
  • Who on the team has room for more work?

Fits any firm that bills by the hour or project: engineering, architecture, IT, accounting.

Sample: Ridgeline Engineering Group · engineering firm
Preview the PDF ✉ Try the inbox delivery

The test send arrives just like a real one. No logins or apps.

Want this with your numbers? Book a free 30-minute call →
Preview of page 1 of the month-end owner pack sample report

Month-end owner pack

Arrives the first business day of the month

Four pages, plus owner notes on what changed this month. It answers:

  • Did we make money last month, and is it better than last year?
  • Which technicians are getting callbacks?
  • Are maintenance agreements growing or slipping?
  • How much cash is coming in, and when?

Fits any home-service trade: HVAC, plumbing, electrical, landscaping.

Sample: Bluepoint Heating & Cooling · HVAC company
Preview the PDF ✉ Try the inbox delivery

The test send arrives just like a real one. No logins or apps.

Want this with your numbers? Book a free 30-minute call →

Check in on a dashboard

Always up to date. Open it on any device and click to dig in.

Best for: owners who check in a few times a week

Owner dashboard, 3 pages

⟳ Refreshes daily

Three pages, each built around one question an owner asks:

  • P&L: Am I more profitable than last year?
  • A/R & Cash: Who owes me money, and how late are they?
  • Projects: Which jobs are losing money, and why?

Fits any business that bills by job or project: builders, remodelers, contractors, installers.

Sample: Harborview Design Build · construction company
Open full screen ↗
Try this (30 seconds):
  1. On P&L, click FY 2025 to see how last year compared.
  2. On A/R & Cash, click an orange overdue segment to see which invoices are late and who to call.
  3. On Projects, click a project manager's bar to see whose jobs are slipping.

On a phone, open it full screen.

Want this with your numbers? Book a free 30-minute call →

Dig into your numbers

Slice, drill in and test "what if" scenarios.

Best for: owners and managers who like to dig in
Coming soon

Sales & labor explorer

⟳ Refreshes daily

Compare locations, menu items and labor cost.

Sample: Copper Kettle Kitchens · 3-location restaurant group
Coming soon

Margin explorer with what-if

⟳ Refreshes daily

See which products and customers make money, and test a price change.

Sample: Ironbridge Fabrication · manufacturer

Mix and match

Many clients use both: a dashboard for the office, a Monday PDF for the owner.

Not sure which fits?

Tell us how you work and we'll suggest a fit.

Book a free consult
Test delivery

Test-drive inbox delivery

Enter your email and we'll send the sample exactly the way a client would receive it. Check how it looks in your inbox, on your phone, and when you open the attachment.

We'll only use your email to send the sample you asked for.

Let's make your numbers make sense.

A free 30-minute call. No pressure, just a look at what you have and what's possible.

Book a free consult devon@drm-analytics.com