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Revalytics for your role

Four roles.
One revenue cycle.

Every trade business is run by four roles watching the same revenue cycle from four different windows. The owner sees the shop. The coach sees the client. The marketer sees the spend. Finance sees the close. Each one has a different blind spot.

The four roles

01
Owner / Operator
The shop, live
02
Business Coach
Portfolio pulse
03
Marketer
Click to closed job
04
CFO / Finance
Live cash & revenue
The four roles

Each role sees a
different blind spot.

Same data. Same numbers. Different windows on the revenue cycle. Pick the page that matches the role you're trying to do better right now.

For owners 01

The best operators run in real time.
The rest run blind.

Month-end close. Agency reports. Friday huddles. By the time you see a problem, the revenue is gone. Real operators see the shop in motion: the aging quote at hour 48, the channel burn as it happens, the pickup-time drift before conversion collapses.

Pain
Running blind
View
The shop, live
Outcome
See it in motion
Revalytics for owners
For coaches 02

Coaching without accountability
is just advice.

The client agrees on the call. They take notes. Then nothing changes between sessions. Revalytics is the accountability layer in the gap. The aging quote you told them to call gets tracked. The marketing burn you flagged gets measured.

Pain
Advice doesn't stick
View
Portfolio pulse
Outcome
Renewals earned
Revalytics for coaches
For marketers 03

Conversions aren't proof.
Revenue is.

Clicks, leads, and ROAS are easy to report. Revenue is what leadership actually cares about. The path from a click to a closed job is where the money lives, and most marketing tools never get there. Revalytics gives you a live scoreboard.

Pain
Blamed for ops
View
Click to closed job
Outcome
Proof leadership trusts
Revalytics for marketers
For finance 04

End-of-month is hindsight.
Your job is foresight.

By the time the month closes, every decision the report could have informed has already been made. Revalytics shifts finance from hindsight to foresight: live revenue, real time recovery, daily cash position, channel-level margin.

Pain
30–40 day lag
View
Live cash & revenue
Outcome
Forecast, not autopsy
Revalytics for finance
The shared truth

One revenue cycle.
Four windows on it.

Every dollar of revenue in a residential trade business moves through the same five-stage cycle: a marketing channel produces a lead, a CSR works it, a tech runs the call, an estimate gets given, an invoice gets paid.

Revalytics watches the entire cycle, in real time. Each role sees the part that matters to their job. Same data. Same numbers. Different windows.

The revenue cycle · live
Stage 01 · Spend
Marketing produces a lead.
Watched by: marketers, finance
Stage 02 · CSR
The lead reaches the office.
Watched by: owners, coaches
Stage 03 · Tech
The tech runs the job.
Watched by: owners, coaches
Stage 04 · Estimate
The customer gets a quote.
Watched by: owners, coaches, finance
Stage 05 · Revenue
The job becomes booked revenue.
Watched by: all four roles
One source of truth · live across the cycle
Common questions

Before you
pick a page.

Most operators wear two or three hats. Pick the page that matches the role you're trying to do better right now. The data is the same across all four views once Revalytics is connected, you can move between them.
No. The product is one platform. Each role page describes the part of the platform that matters most to that role. Owners see the shop view. Coaches see the portfolio view. Marketers see the channel view. Finance sees the cash and revenue view. Same data, different windows.
The owner of the trade business is the customer. Coaches and approved partners get access through the partner program. Marketers and finance professionals inside a customer shop use the platform alongside the owner.
Yes. The role pages help you understand what the platform looks like for your specific job, but the demo is the same regardless of which page you came from. 20 minutes with anonymized operator data no credit card, no sales pitch.
Ready to see it

Four roles.
One demo.
Your data.

20 minutes with anonymized data from real operators in your trade. We'll walk through the leakage patterns we see most often and how Revalytics catches them.

WHAT TO EXPECT

20 minute walkthrough.

Anonymized data from real operators in your trade. Bring your questions about integrations and your specific role.

No credit card · No sales pitch · 20 min