In the home improvement industry, information is everywhere. Leads, quotes, projects, revenue, customer feedback… it all adds up fast. But here’s the truth: having data isn’t the same as having insight.
For scaling home improvement businesses, the difference between flat growth and real scalability often comes down to one thing. Whether your CRM reports are helping you make smarter, faster, more profitable decisions.
At improveit 360, we’ve spent decades helping top-performing remodelers and home improvement companies do exactly that: connect the dots between data and action. Based on our work with industry leaders and our Customer Success team, we’ve identified the CRM reports that reveal where your business is strong, where it’s leaking profit, and where opportunity is hiding in plain sight.
Why Your CRM Reports Might Be Holding You Back
Many home improvement businesses already track dozens of data points, from lead sources to production schedules. But without a clear reporting strategy, these numbers can quickly become overwhelming.
Here are three common issues we see when reviewing reporting structures with remodelers:
- You’re tracking too much data without clear context.
Reports should answer specific business questions, not just display numbers.
- You’re missing visibility across departments.
If sales, marketing, and production aren’t reporting in sync, key trends go unnoticed until it’s too late.
- You’re using static reports instead of actionable dashboards.
Real-time performance insights let you make adjustments when they matter, not weeks later.
The solution? Running the right home improvement CRM reports consistently, accurately, and with enough context to drive confident decisions.
3 Reports That Every Remodeler Should Start With
While our full guide outlines 12 critical reports (with real examples from the field), here are three that every growing remodeling business should be running today:
1. Lead Source Performance
Which channels actually deliver your best customers? Tracking cost per lead, conversion rates, and ROI by source helps you redirect marketing budget where it truly performs. Many remodelers find that referral and digital leads deliver 30% higher close rates than traditional media.
2. Sales Efficiency by Rep
High-performing teams don’t happen by accident. They’re measured and coached. With rep-level dashboards, leaders can identify top performers, replicate their success, and target training where it’s needed most. Businesses that combine CRM tracking with structured coaching often see double-digit improvements in sales performance.
3. Projects Completed, Not Yet Paid in Full
Cash flow is the lifeblood of your business. Monitoring receivables tied to completed jobs helps you accelerate collections, reduce days sales outstanding, and avoid year-end financial strain.
These are just a few of the key insights you’ll find in the full guide, 12 CRM Reports Every Home Improvement Business Should Run Before the New Year, complete with data-backed examples.
Building a Smarter Reporting Strategy for 2026
The most successful remodeling businesses don’t just collect data. They act on it.
As you prepare for the new year, ask yourself:
- Are my current reports giving me the why behind the numbers?
- Can I see the impact of my marketing and sales efforts in one view?
- Do my teams have visibility into what’s working — and what’s not?
If the answer to any of these is “not really,” it may be time to rethink your CRM strategy.
The right home improvement CRM reports will give you:
- Predictable visibility into leads, jobs, and revenue.
- Actionable performance insights to drive accountability.
- Confidence in your growth plans for the year ahead.
Get the Full List: 12 CRM Reports Every Home Improvement Business Should Run Before the New Year
Our free guide walks you through the 12 most impactful reports to help you measure what matters, from expiring quotes to call center performance.
You’ll see how leading remodelers use these dashboards to:
- Reduce lead costs and improve ROI
- Spot training opportunities before they affect revenue
- Strengthen cash flow with smarter project tracking
- Align marketing, sales, and production on one platform
About improveit 360
improveit 360 is the most powerful CRM built for remodelers and home improvement businesses ready to scale.
Built on Salesforce and purpose-built for your industry, it connects marketing, sales, and production in one intelligent platform. Giving you the visibility, automation, and control you need to grow with confidence.
Schedule a demo or download the full guide to start making smarter decisions with your CRM data.