Financial reports: revenue, tier, and sales data

The Financial Reports tab gives you a consolidated view of your business's financial performance. It covers revenue from three streams — partner revenue, product sales, and service fees — alongside profitability by product category, how quickly your outstanding payments are being collected, and a per-partner commission breakdown. The same Reports page also surfaces handyman performance data and customer satisfaction scores that directly influence your partner standing with HeyZack.

Financial overview metrics

Four summary cards appear at the top of the Financial tab and update with your selected date range.

Revenue by source

The Revenue Trends by Source line chart breaks your total revenue into three streams plotted month over month:

• Partner revenue — revenue attributed directly to your partner account from commissions and referrals
• Product sales — revenue from smart home devices sold through your installations
• Service revenue — revenue from installation labor and ongoing service fees

Use this chart to understand which revenue stream is growing fastest and where you may have room to increase focus. Service revenue typically carries the highest profit margins, as shown in the margins chart alongside it.

Profit margins by category

The Profit Margins by Category bar chart shows the margin percentage for each product and service category you operate in:

Installation labor and support services carry significantly higher margins than hardware sales. If you are looking to improve overall profitability, expanding service volume relative to product volume is the most direct lever.

Payment collection analysis

The Payment Collection Analysis panel breaks down the total value of payments by how long they have been outstanding:

• 0–30 days — current invoices, typically 65% of your total receivables
• 31–60 days — slightly overdue but within normal collection cycles
• 61–90 days — overdue accounts that should be followed up actively
• 90+ days — aged receivables that may require escalated collection action

The Outstanding Payments Aging pie chart shows the proportion of overdue amounts (31 days and older) split across aging buckets. Use this to prioritize your collections outreach — the older the bucket, the lower the likelihood of recovery without active effort.

Partner commission summary

The Partner Commission Summary table lists each partner sub-account or team member alongside their financial contribution for the selected period:

• Installations completed — the number of jobs the partner performed
• Revenue generated — the total revenue those installations produced
• Commission rate — the percentage rate applied to their revenue (typically 8–10% depending on tier)
• Commission earned — the calculated commission amount for the period
• Status — whether the commission has been paid or is pending

Handyman performance summary

The Handyman Performance tab (accessible from the same Reports page) surfaces team-level data that connects directly to your financial outcomes. Key metrics for each handyman include:

• Installations completed — total jobs finished in the selected period
• Star rating — the average customer rating out of 5.0, based on post-installation surveys
• Avg. response time — how quickly the handyman responds to new job assignments, measured in hours
• Certifications held — the number of active HeyZack product certifications
• Revenue generated — the total revenue attributed to that handyman's completed jobs

The tab also includes a skill-level radar chart showing the team's average proficiency across six areas: smart locks, cameras, thermostats, sensors, network setup, and customer service. Use this to identify skill gaps and prioritize training investments.

Customer satisfaction scores

The Customer Satisfaction tab tracks four metrics that reflect how customers experience your service:

How satisfaction scores affect your partner standing

HeyZack uses your NPS and average rating as inputs when reviewing partner tier eligibility and account standing. Sustained low satisfaction scores — particularly an NPS below 30 or an average rating below 4.0 — may result in a tier review or additional support requirements from your account manager.

The Issue Resolution Performance panel breaks down resolution rates by category:

• Technical support — issues with device setup or connectivity
• Installation issues — problems arising during or after the installation job
• Product questions — customer inquiries about device functionality
• Billing inquiries — questions or disputes related to invoicing
• Warranty claims — requests made under the product warranty

Each category shows the number resolved, the total raised, and the average resolution time in hours. Categories marked with a resolution rate below 80% are highlighted as needing attention.

Exporting financial data

You can export financial report data for offline analysis or to share with your accounting team.

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