Moves Revenue by Job (Past) Report

The Moves Revenue by Job (Past) Report provides a historical view of revenue generated from completed moving jobs, grouped by job type. This report enables operations, finance, and leadership teams to analyze past job performance and revenue distribution trends over any selected timeframe. It includes a chart visualizing revenue by job type and a detailed job table for drill-down analysis.

Use This Report to Answer Questions Like:

What was the total revenue from completed jobs in the past quarter or year?
Which job types contributed the most revenue in a given month?
How many trucks and movers were typically assigned to revenue-generating jobs?
Are there any low-revenue or outlier jobs that need investigation?

Report Inputs (Filters at the Top)

Use the filter bar to customize the report and analyze specific segments of your past job data:

Input	Description
Job Start Date	Sets the date range for past jobs included in the report based on the date type selected (e.g., Last 12 months or a custom range).
Date Type	Specifies the basis for filtering (e.g., Job Start, Job End, Booking Date).
Project Visibility	Filter by visibility setting (e.g., Active or All Projects).
Branch	Filters jobs by associated company branch. Leave blank to include all branches.
Project Status	Filters by current job status (e.g., Completed).
Project Tags	Filters by user-defined tags that categorize projects.
Project Types	Filters results by types of projects such as Local Move or Long Distance.
Job Types	Filters jobs by operational types (e.g., Move, Pack, Load).
Job Tags	Filters jobs using applied custom tags.
Salesperson	Filters by the assigned salesperson.
Coordinator	Filters by the staff member managing the job.
Referral Sources	Filters jobs by how the client heard about your company.

How Filters Affect the Data

The Date Type and Date Range filters determine which jobs are included in the report.
Changing Project Status, Branch, or Referral Sources will adjust both the visual chart and job table.
Every section updates live based on the filters, keeping all insights in sync.

Report Sections

1 - Revenue by Job Chart

This bar chart displays historical job revenue over time, grouped by job type.

Additional Filters For Revenue by Truck Chart:

Date Range Grouping – Toggle between Daily, Weekly, Monthly, or Yearly groupings.

Feature	Description
Each Bar	Each bar represents all job types within the given time range.
Bar Height	Shows total revenue within the given time range.

2 - Jobs Table (Detailed View)

This table outlines every past job that contributed to the revenue totals shown in the chart above.

Column	Description
Client Url	Client name linked to their profile.
Client Name	The name of the client.
Billing Client Url	Billing client name as a clickable link to their profile.
Billing Client Name	The name of the billing client.
Job Type	Type of job performed (e.g., Move).
Created At	The date the job record was created in the system.
Start Date / End Date	The job’s scheduled start and end dates.
# of Movers / # of Trucks	Number of movers and trucks assigned.
Project Type	Classification of the move (e.g., Local Move).
Project Status	Final status of the project (e.g., Completed).
Salesperson	The salesperson assigned to this client.
Coordinator	The coordinator managing the client.
Referral Source	How the client heard about the company (e.g., LeadsPedia Lead, Website).
Referral Details	A deeper dive into the details of the referral.
Project Tags	A running list of project tags that are associated with the project in Supermove.
Job Tags	A running list of job tags that are associated with the job in Supermove.
Job Revenue	Revenue attributed to this specific job.
Job Tips	Tips collected for the job.
Job Sales Tax	Any sales tax collected on the job.
Proj Total Revenue	Total revenue tied to the parent project.
Job Number	The job number.
Job Url	Clickable link to the job in Supermove.
Project Number	The project number.
Project Url	Clickable project ID that links to the Supermove Project.
Pick Up Zipcode	The zip code of the starting location.
Drop Off Zipcode	The zip code of the ending location.

Export Options

Revenue Chart Export: Download the visual chart of job revenue over time.
Job Table Export: Export the full detailed job list as a CSV for financial or operational analysis.

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