Business Insights

Where's the money coming from — and where should it come from more?

Ratchly slices revenue by service line, tech, customer segment, and time period so you can double down on what works.

Revenue analytics on the Ratchly dashboard.
The problem

Revenue is a lump sum. Growth is a story.

Total revenue tells you whether the month was good. It doesn't tell you whether installs are up while maintenance is flat, or which segment of customers actually funds the business.

  • You can't tell if a service line is growing or dying without spreadsheets
  • Top 20% of customers hidden inside 100% of transactions
  • Month-over-month trends buried in QuickBooks
How Ratchly solves it

Revenue with a story, not just a number.

Ratchly overlays revenue by service line, by tech, by customer tier, and by month — with trend lines that make growth (or drop-offs) visible in one glance.

Service-line breakdown

See install vs. maintenance vs. diagnostic revenue side by side.

Top customers

Rank customers by lifetime revenue — the top 20% that fund the business.

Month-over-month growth

Trend lines and % change on every chart.

Membership MRR

Track recurring revenue separately from one-off jobs.

Walkthrough

See it in the real product.

Every screenshot below is a live capture from a Ratchly account — not a mockup.

Dashboard-level revenue

Month revenue, awaiting payment, and overdue on one page.

Owner dashboard with revenue KPIs

Team-level revenue

Revenue per tech, per period, with drill-down.

Team insights revenue view
Benefits

What it means for your shop.

  • Grow the profitable service lines and cut the rest
  • Focus retention efforts on the top 20% of customers
  • Own your growth story with fresh, live numbers
FAQ

Revenue Analytics — quick answers.

Can I compare periods?

Yes. Every chart supports year-over-year and month-over-month comparison.

Do I need to import anything?

No. Analytics run over the live job + invoice data — nothing to import.

Try Revenue Analytics in your shop this week.

14-day free trial. No credit card. No sales call. Cancel any month.