Viewing revenue by job type
Trade2Base lets you break down your revenue by job type or category — so you can see which types of work are most profitable and where to focus your marketing spend.
How to view revenue by job type
Open the Reports section from the main navigation and select Revenue from the left-hand menu.
Use the date picker to choose a custom range, or select a preset such as This month, Last quarter or This year.
The Group by control lets you slice the revenue data by different dimensions. Select Job type to group results by your job categories.
Each job type row displays total revenue invoiced, the number of completed jobs, and the average job value for that category in the selected period.
Select a row to open a filtered job list. Click Export to CSV to download the data for further analysis in a spreadsheet.
Job types are configured in Settings > Job Categories. If jobs are not categorised, they will appear under Uncategorised in this report. Add categories to your jobs for more useful breakdowns.
Frequently asked questions
Yes, if you track job costs in Trade2Base. Go to Reports > Profit and use the same Group by Job type option. The profit report shows revenue, costs and margin for each category, but requires that materials and labour costs are logged against each job.
Yes. In the Revenue report, use the Engineer filter alongside the Group by Job type option. This lets you see revenue breakdown by job type for a specific engineer or a subset of your team.
Yes. Go to Settings > Revenue Targets and add a monthly or annual target for each job category. Targets appear as a progress bar on the Revenue by Job type report so you can track performance at a glance.
No. By default the report includes only invoices in Sent, Paid or Overdue status. Draft invoices are excluded because they have not yet been confirmed. You can include drafts by enabling the Include drafts toggle in the report filters.
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