Financial overview metrics
Four summary cards appear at the top of the Financial tab and update with your selected date range.| Metric | What it shows |
|---|---|
| Total Revenue | Combined revenue across all sources — partner revenue, product sales, and service fees — for the selected period. |
| Profit Margin | Your blended profit margin as a percentage across all revenue categories. |
| Collection Efficiency | The percentage of invoiced amounts collected within 60 days. An 88% collection rate means 88 cents of every dollar is received within two months. |
| Outstanding Payments | The current total of unpaid invoices across all aging buckets. |
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
Profit margins by category
The Profit Margins by Category bar chart shows the margin percentage for each product and service category you operate in:| Category | Approximate margin |
|---|---|
| Smart Locks | 32.5% |
| Cameras | 28.7% |
| Thermostats | 35.2% |
| Sensors | 42.1% |
| Installation (labor) | 65.8% |
| Support services | 78.3% |
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
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
Commission rates are set based on your partner tier. Higher tiers receive higher commission percentages. See the dashboard’s Partner tier page for details on how tiers are calculated and what thresholds apply.
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
Customer satisfaction scores
The Customer Satisfaction tab tracks four metrics that reflect how customers experience your service:| Metric | Description |
|---|---|
| Overall NPS Score | Net Promoter Score calculated from post-installation surveys. A score above 50 is considered excellent. |
| Avg. Rating | Mean star rating across all customer reviews for the selected period, on a 1–5 scale. |
| Response Rate | The percentage of customers who completed the satisfaction survey after their installation. |
| Issue Resolution Rate | The percentage of reported issues that were resolved, across all support categories. |
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
How is the NPS score calculated?
How is the NPS score calculated?
After each installation, customers receive a survey asking how likely they are to recommend your services on a scale of 0–10. Respondents scoring 9–10 are Promoters, 7–8 are Passives, and 0–6 are Detractors. NPS equals the percentage of Promoters minus the percentage of Detractors, giving a score from -100 to +100.
What affects my average rating?
What affects my average rating?
Every completed installation triggers a customer review request. The resulting star rating (1–5) is averaged across all responses in your selected date range. Ratings are broken down by installation type — smart locks, cameras, thermostats, sensors, and full-system installs — so you can see which job types are driving satisfaction up or down.
Why is my response rate important?
Why is my response rate important?
A low survey response rate means your NPS and average rating are based on a smaller sample, making the scores less statistically reliable. Encourage customers to complete the post-installation survey to ensure your scores accurately reflect the service you are delivering.
Exporting financial data
You can export financial report data for offline analysis or to share with your accounting team.Set the date range
Select the date range you want to export — for example, the previous calendar month or a custom quarter.
Click Export
Select Export in the top-right corner of the Reports page. Choose your preferred format: PDF, Excel, or CSV.
Exports capture data for the currently selected date range and the active tab. If you need installation data alongside financial data, export each tab separately.
Related pages
Reports overview
Understand all five report categories and how date range filtering works.
Installation reports
Dig into completion rates, job trends, and device type breakdowns.
Partner tier
See how your monthly revenue and satisfaction scores map to your partner tier.
Dashboard KPIs
Review the top-level metrics that summarize your account across all sections.