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Marketing

📊 Reports & Marketing

Revenue charts, lead-source analytics, pipeline health, upsell opportunities, and declined-services follow-up — all updating in real time.

Revenue — last 6 months$284k
Top source — Referrals41%
What you get

See the whole business, live.

Revenue & lead sources

Know what’s working and where your best jobs come from.

Pipeline health

Spot stalls and opportunities across every pipeline at a glance.

Upsell & follow-up

Surface upsell opportunities and declined work that’s ready to re-quote.

See Reports & Marketing in your workflow

Get a personalized demo of Sun Service CRM for your team.