LMN understands that implementing data analytics into the Landscaping business model means companies can help reduce costs by identifying more efficient ways of doing business. A Landscaping company can also use data analytics to make better business decisions.
In this article:
LMN Analytics Category Overview
Filters & Exporting Insight Data
What is LMN Analytics?
The Analytics tool in LMN software is a powerful feature designed to provide users with actionable insights to improve efficiency, decision-making, and overall business performance. Here's an overview of why users should use it:
| Comprehensive Data Analysis | ➡ The tool aggregates data from various business processes such as time tracking, project management, and cost analysis, offering a holistic view of operations. ➡ Users can identify trends, monitor performance, and pinpoint areas for improvement. |
| Improved Financial Management | ➡ Gain clarity on job costs, revenue, and profitability by analyzing detailed metrics. ➡ Helps ensure that projects stay on budget, reducing the risk of unexpected expenses. |
| Enhanced Decision-Making | ➡ Leverage real-time data and customizable dashboards to make informed decisions quickly. ➡ Forecast future trends based on historical data to align strategies with business goals. |
| Time Efficiency | ➡ Automates the generation of reports, saving users the time of manual data compilation and analysis. ➡ The user-friendly interface allows for quick navigation and retrieval of key insights. |
| Performance Tracking | ➡ Monitor crew productivity and job progress to ensure teams are meeting deadlines and objectives. ➡ Identify top-performing employees, teams, or jobs to replicate successful strategies. |
| Customer and Job Insights | ➡ Provides visibility into which customers or job types are most profitable, allowing for smarter client targeting and resource allocation. ➡ Insights into recurring issues can help improve customer satisfaction and retention. |
| Scalable Solutions | ➡ Whether for small businesses or larger operations, the Analytics tool is designed to scale and adapt to varying data needs. ➡ It integrates seamlessly with other LMN features for a unified workflow. |
| Customizable Reports | ➡ Tailor reports to focus on specific KPIs relevant to your business goals. ➡ Share insights with stakeholders or teams through professional, easy-to-read presentations. |
LMN Analytics Category Overview
The LMN Analytics tool is a robust platform designed to help businesses optimize their operations by offering insights through four main categories. These categories—Estimate Analytics, Job Analytics, Staff Analytics, and Invoice Analytics—provide focused analysis to help users make informed decisions in key areas of their business. Below is an overview of each category. The jump-links will take you to more details about each analytic type.
| Estimate Analytics | ➡ Focuses on evaluating the performance and effectiveness of your project estimates. ➡ Provides insights into the accuracy of estimates versus actual costs, helping identify patterns or areas where adjustments are needed. ➡ Tracks the success rate of estimates converting to jobs, enabling better forecasting and strategy for pricing or bidding. ➡ Helps ensure profitability by highlighting underperforming or overestimated projects. |
Salesperson Performance Estimator Performance Sales Pipeline Estimate Analysis Estimate Reports Sales Overview Estimates Overview Estimate Item Analysis |
| Job Analytics | ➡ Offers in-depth tracking of job progress and performance, including costs, timelines, and resource usage. ➡ Helps monitor profitability on a per-job basis, ensuring projects are staying within budget and delivering the expected return. ➡ Identifies trends in job efficiency, highlighting areas for improvement or best practices to replicate. ➡ Provides visibility into which job types or services are the most profitable for the business. |
Jobs Overview Job Cost Analysis |
| Staff Analytics | ➡ Tracks employee productivity, efficiency, and labor costs. ➡ Helps identify high-performing team members and opportunities for additional training or resource allocation. ➡ Offers insights into labor trends, such as overtime or absenteeism, to improve scheduling and workforce planning. ➡ Enables businesses to make data-driven decisions about staffing needs and performance optimization. |
Crew Performance Maintenance Task Performance Customer 360 |
| Invoice Analytics | ➡ Provides a detailed overview of invoicing performance, including tracking outstanding payments and client payment trends. ➡ Analyzes revenue patterns, helping businesses understand their cash flow and areas of potential growth. ➡ Helps identify frequent delays or issues with invoicing to streamline the billing process and improve client relations. ➡ Ensures accurate financial tracking by linking invoices to specific jobs and estimates. |
Invoice Overview Aging Report Payment Listing |
Estimate Analytics
Salesperson Performance
Navigation: Analytics > Estimates > Salesperson Performance
The Salesperson Performance feature within the LMN Analytics tool is designed to provide valuable insights into the contributions and effectiveness of your sales team. It enables business owners and managers to track, evaluate, and optimize the performance of individual salespeople, ultimately driving revenue growth and improving operational efficiency. 💡Tip: Utilize filters
Sales Overview |
All sales figures based on estimates sold. For invoiced revenue, see invoicing dashboards. |
|
Estimates and Sales By Month |
The Estimates and Sales by Month view shows how many estimates you’ve created and how much work you’ve sold each month, so you can spot trends, seasonality, and spikes in demand over the year. It helps you track pipeline health and sales performance over time, making it easier to see which months are strongest, where volume is dropping off, and when to adjust your targets or follow-up strategy. |
Salesperson Performance |
All sales figures based on estimates sold. For invoiced revenue, see invoicing dashboards. |
| Sales by Region | The Sales by Region feature within LMN Analytics provides businesses with location-based insights into their estimating performance. This tool allows users to analyze how estimates are performing in different geographic areas, enabling targeted strategies to improve win rates, pricing, and resource allocation. |
| Estimate and Sales Trends | The Estimate and Sales Trends visualization shows how your estimates created and sales closed are trending over time, using historical data (and forecasting when there’s enough continuous data) so you can quickly spot upward or downward momentum in your pipeline and revenue and adjust your goals or prospecting before a slowdown hits. |
| Sales Performance | All sales figures based on estimates sold. For invoiced revenue, see invoicing dashboards. |
Estimator Performance
Navigation: Analytics > Estimates > Estimator Performance
The Estimator Performance feature within the LMN Analytics tool provides critical insights into the effectiveness and efficiency of your estimating process. It allows businesses to monitor how well estimators are performing, ensuring accurate, competitive, and profitable project estimates. This data-driven approach helps improve forecasting, refine pricing strategies, and maximize overall profitability.
Estimates Overview |
All sales figures based on estimates sold. For invoiced revenue, see invoicing dashboards. All date and attribute filters apply. |
Estimator Performance Trends |
Trend and comparison views for estimators and divisions, including recent performance, profit trends, and year-over-year totals. Estimate Sold Date filter does not always apply, but all attribute filters apply. |
Estimate Performance vs. Goals |
Estimated dollars and win rate compared to goals, by division. |
| Estimating Benchmarks | Profit trends over time and revenue per hour by division, across lost, pending, and sold estimates. All date and attribute filters apply. |
| Geographic Estimate Activity | A map-based visualization that shows where your estimates and sold jobs are concentrated, highlighting neighborhoods or regions where you’re already winning work so you can target nearby properties and prioritize outreach or campaigns in your most active service areas. |
Sales Pipeline
Navigation: Analytics > Estimates > Sales Pipeline
The Sales Pipeline Analysis feature within the LMN Analytics tool provides businesses with a clear and actionable overview of their sales process. By tracking leads, opportunities, and conversions, this tool enables users to evaluate the health of their pipeline, identify bottlenecks, and forecast revenue with greater accuracy. It’s an essential resource for optimizing sales strategies and driving business growth.
| Overview | High-level snapshot of your current pipeline, including total open estimates, pipeline value, and expected revenue so you can see overall sales health at a glance. |
| Pipeline | Visual funnel of opportunities by stage (for example, Pending, Sold, Lost) to show where leads are progressing or getting stuck. |
| Estimate Status | Breaks down how many estimates are in each status so you can monitor conversion rates and follow up on stalled work. |
| Pipeline Performance by Referral | Compares pipeline volume and value by referral or lead source, helping you see which channels are generating the best opportunities. |
| Salesperson Overview | Summarizes pipeline and outcomes by salesperson so you can track individual performance and balance workloads. |
| Sales by Month | Shows estimates created and work sold by month, highlighting seasonality and trends in sales volume and revenue. |
| Best Opportunities | Surfaces the largest or most promising open estimates so you can prioritize follow-ups that are most likely to close. |
| Cost Code Funnel | Breaks pipeline down by cost code or service type to show which services are driving the most opportunities and revenue. |
Estimate Analysis
Navigation: Analytics > Estimates > Estimate Analysis
The Estimator Analysis feature within LMN Analytics is a vital tool for understanding the performance and impact of your estimating team. By offering detailed insights into the accuracy, efficiency, and success rates of estimates, this tool helps businesses optimize their bidding processes and ensure consistent profitability.
| Overview | High-level snapshot of estimate volume, value, and win rates across your filters so you can see how your estimating performance is trending overall. |
| Profitability | Summarizes projected revenue, costs, and margins by estimate or segment so you can quickly spot the work that is expected to be most or least profitable. |
| Cost Ratios | Breaks each estimate into labor, equipment, materials, subs, and other cost buckets, showing their share of total cost so you can verify that your cost mix matches your pricing targets. |
| Estimates Listing | Row-level list of all estimates in the current filters—with key fields like customer, status, value, and close date—for sorting, drilling in, and exporting to CSV or Excel. |
Estimate Reports
Navigation: Analytics > Estimates > Estimate Reports
The Estimate Reports feature within LMN Analytics provides businesses with comprehensive, customizable reporting on their estimating activities. It enables users to generate detailed insights into the performance, trends, and outcomes of their estimates, helping them refine strategies, improve efficiency, and maximize profitability.
| Overview | High-level and detailed metrics based on your filters allow you to get a quick look into estimate details. |
| Detailed Estimate List | A comprehensive list of all estimates and full project details. Useful for exporting to CSV or XLS. |
Sales Overview
Navigation: Analytics > Estimates > Sales Overview
The Sales Overview feature in LMN Analytics provides a high-level summary of a business's sales performance, offering critical insights into revenue generation, pipeline health, and overall sales trends. This tool enables business owners and sales managers to track progress toward goals, identify opportunities for growth, and make data-driven decisions to enhance profitability and efficiency.
| Overview | High-level snapshot of sales performance across your filters, including total sold revenue, open pipeline, and win rates so you can see overall sales health at a glance. |
| Pipeline | Funnel-style view of opportunities by stage (for example, Pending, Sold, Lost) that shows how deals are progressing and where they may be getting stuck. |
| Estimate Status | Breaks down sales by estimate status so you can monitor conversion rates and quickly identify pending or stalled opportunities that need follow-up. |
| Best Opportunities | Highlights the largest or most promising open estimates so you can focus your team on deals that are most likely to close. |
| Sales by Month | Shows sold work and revenue by month, helping you track trends, seasonality, and progress toward sales targets over time. |
| Cost Code Funnel | Groups sales by cost code or service type so you can see which services are driving the most revenue and where there may be gaps or growth opportunities. |
Estimate Overview
Navigation: Analytics > Estimates > Estimate Overview
The Estimate Overview feature in LMN Analytics offers a comprehensive summary of all estimating activities, providing businesses with key insights into their estimating process, performance, and outcomes. This high-level tool is designed to help businesses track estimate creation, monitor conversion rates, and identify opportunities for improving profitability and efficiency.
| Overview | High-level snapshot of estimate volume, value, and win rates across your filters so you can see how estimating performance is trending overall. |
| Pipeline | Funnel-style view of estimates by stage (for example, Pending, Sold, Lost) that shows how opportunities are moving through your sales process. |
| Job Performance | Connects sold estimates to the jobs they created so you can see how those projects are performing against the original estimate. |
| Job/Project Listing | Row-level list of jobs or projects tied back to their estimates, with key details you can sort, filter, and export for deeper analysis. |
| Estimate Status | Breaks down estimates by status so you can monitor conversion rates and quickly identify pending or stalled work that needs follow-up. |
| Sales by Month | Shows estimates created and sold by month, helping you track trends, seasonality, and progress toward revenue goals. |
| Cost Code Funnel | Groups estimate value by cost code or service type so you can see which services are driving the most bid volume and potential revenue. |
Estimate Item
Navigation: Analytics > Estimates > Estimate Item
The Estimate Item feature in LMN Analytics allows businesses to dive deeper into the specific components that make up their estimates. It provides detailed insights into how individual items or services contribute to overall estimates, helping refine pricing, optimize resource allocation, and improve profitability.
Report on the detailed line items in your estimates by the materials, equipment, labor, subs, or other giving you insight into what is being proposed or sold across multiple estimates.
| Full Estimate Item Listing | Analyze the material, equipment, labor or other items being estimated. Use for planning and purchasing purposes. ⚠️ This table pulls in a lot of data. In the event the table fails to load, try using filters to narrow data down. |
| Top Estimated & Sold Items | View your most commonly estimated or sold items in order to ensure cost efficiency and planning. |
Jobs Analytics
Jobs Overview
Navigation: Analytics > Jobs > Jobs Overview
The Jobs Overview dashboard in LMN Analytics brings your key job metrics into a single view, so you can quickly see how work is performing across divisions, job types, and time periods. Use it to scan estimated vs. actuals, revenue, and profitability at a glance, then drill into specific jobs or parent projects when something needs attention. 💡Tip: Utilize filters
| Job Listing | This dashboard only shows jobs that have hours or costs logged. Useful for exporting to CSV or XLS. ⚠️ Note: Filtering by estimate dates will exclude jobs without estimates. |
| Jobs Running Over Estimate | Circle size indicates number of estimate hours, color depth indicates hours over the estimate. |
| Job Cost Report by Parent Project | This shows an aggregation up to the parent project level. Parent projects have estimates that are marked as enhancements or change orders with the relationship set to this parent estimate. |
| Job Cost Report by Parent Project, Project, and Job | This includes the same data as above, but shows the Parent Project, the Project Name, and Job Name for analysis purposes. |
Job Cost Analysis Analytics
Navigation: Analytics > Jobs > Job Cost Analytics
The Jobs Cost Analysis feature in LMN Analytics empowers businesses to evaluate the financial performance of their projects by comparing estimated costs to actual expenses. This tool helps identify variances, improve budgeting accuracy, and ensure profitability. By offering a detailed breakdown of job costs, it enables data-driven decisions to optimize operations and enhance project efficiency. ⚠️ Note: Filtering by estimate dates will exclude jobs without estimates. 💡Tip: Utilize filters
| Top Jobs Over Estimate | Highlights the jobs where actual costs or hours are furthest over their estimated amounts, so you can quickly spot projects that are blowing past budget. |
| Actual vs Estimated Overview | Actual numbers versus their estimated amounts. |
| Profitability | Summarizes revenue, costs, and profit for the jobs in your filters, giving you a high-level read on gross and net profitability. |
| Top and Bottom Jobs by Gross Profit | Ranks your best and worst-performing jobs by gross profit so you can see which projects are driving margin and which are dragging it down. |
| Jobs Most Over on Hours | Shows the jobs with the largest hour overruns compared to their estimates, helping you pinpoint where crews are taking longer than planned. |
Staff Analytics
Staff Analytics helps you understand how your team is actually working in the field by tracking crew productivity, attendance, and labor costs over time. Use these views to spot patterns in overtime or missed punches, compare productive vs. non‑productive hours, and identify where extra coaching or staffing changes could protect your margins and keep jobs on schedule.
Crew Performance
Navigation: Analytics > Staff > Crew Performance
| Crew Lead - Estimated vs Actual Hours | Values include estimated and actual hours of the crew lead with hours logged on timesheets. Hours do not reflect the crew leads that were assigned at the estimate or job level. |
| Absent, Late, and Timesheet Performance | The Absent, Late, and Timesheet Performance section in LMN Analytics gives you a focused view of crew attendance and time-tracking accuracy. It surfaces counts of timesheet entries where employees were marked absent or late, along with how many time entries and full timesheets were manually edited, so you can quickly see patterns in reliability, data corrections, and overall timesheet quality for your teams. |
| Productive & Non-Productive Hours | This section shows total productive (billable) and non-productive (non-billable) hours over time and by crew lead. |
Maintenance Task Performance
Navigation: Analytics > Staff > Maintenance Task Performance
- ✅ This dashboard is designed for recurring maintenance workflows (e.g., weekly mowing, regular property care).
- ✅ It uses default filters that only show Tasks with multiple scheduled visits.
- ❌ Time & Materials services are excluded from this dashboard.
- ❌ One-time maintenance services (e.g., spring cleanups, fall cleanups) will not appear in this dashboard because they typically have only a single visit.
| Visit Performance by Cost Code | Budgeted visit mix and visit performance by cost code. Use the switcher to toggle between percentage views; the table shows estimated vs actual hours and visit counts by cost code. |
| Visit Performance by Task | Compares estimated vs actual hours at the task level. Tasks with no estimated hours appear as Excluded. Use this to see which tasks are over or under budget. |
| Task Performance by Job | Summarizes visit performance rolled up to the job level. Use this to see how entire jobs are performing against estimated visit hours. |
| Job Visit Performance by Crew Lead | Shows how each crew lead’s jobs are performing against estimated visit hours. Use this to compare crew leads and spot jobs that need attention. |
| Crew Lead Visit Performance | Breaks down visit performance by crew lead and job type for trend analysis. Use this to see patterns across job types and crew leads. |
| Crew Lead Visit Performance Detail View | Row-level drill view into individual visits by crew lead and job. Use this for detail when you need task- or visit-level breakdown. |
Customer 360 Analytics
Navigation: Analytics > Staff > Customer 360 Analytics
The Customer 360 feature in the LMN Analytics Tool provides a holistic view of each customer, or a selection of customers, combining insights from their interactions, jobs, estimates, invoices, and overall value to the business. This tool helps businesses understand customer behaviors, identify opportunities for growth, and strengthen client relationships by leveraging data-driven insights.
| Overview | High-level snapshot of a customer or group of customers, including total revenue, open pipeline, jobs, and invoices so you can quickly see overall account value and health. |
| Sales Pipeline | Shows all open and closed estimates for the selected customer(s) by stage, helping you understand where each account sits in your sales process. |
| Top Jobs | Highlights the largest or most impactful jobs for the customer—by revenue, profit, or hours—so you can see which projects drive the relationship. |
| Jobsites | Lists the properties or jobsites tied to the customer and summarizes work completed or in progress at each location. |
| Jobsite by Project Listing | Row-level view of projects by jobsite, giving you detailed job history and context for each property you service for that customer. |
Invoices Analytics
Invoice Overview
Navigation: Analytics > Invoices > Invoice Overview
The Invoice Overview feature in LMN Analytics is the primary dashboard for understanding invoice health in one place. It combines high-level metrics—such as total invoice count, remaining balances, and overdue invoices—with detailed, row-level invoice data so you can quickly answer “How are my invoices doing?” without switching between multiple dashboards. 💡Tip: Utilize filters
| All Invoices | Most widgets are filtered by Invoice Created Date (Invoice Created filter). Exception: Total Invoices Due uses Invoice Due Date (Invoice Due filter). The Invoice Due filter does not affect any other widget in this section. For a detailed list, please scroll to the Invoice List section at the bottom of this dashboard. |
| Overdue Invoices | Overdue invoice counts and totals are filtered by Invoice Created Date (Invoice Created filter). The Invoice Due filter does not affect this section. |
| Invoice Aging | The aging view is based on invoice due dates, not invoice created dates. Use the Invoice Due date filter to adjust the date range. Use this section to identify late payments, focus on collecting debts, and ensure your business maintains a stable cash flow. |
| Invoice List | Filtered by Invoice Created Date (Invoice Created filter). The Invoice Due filter does not affect this section. Useful for exporting to CSV or XLS. |
Payments Listing
Navigation: Analytics > Invoices > Payment Listing
The Payments Listing feature in LMN Analytics offers a comprehensive view of all payments received, enabling businesses to track cash flow, monitor client payment behavior, and maintain accurate financial records. This tool helps streamline financial management by providing easy access to payment details and trends, empowering businesses to make informed decisions about revenue and receivables.
Filters & Exporting Insight Data
Within each section of the LMN Analytics tool, users can access filters and also export specific data or all the data on the page in a single .pdf export.
Each page contains filters that can be used to get specific analytical data:
Users can also Export Insight Data generated from the filters used from the top of the page:
To export all of the data in a single .pdf export, click the "3 dots" in the top right corner of each page:
Multi-Location Reporting
(LMN Enterprise Subscription Required)
For large LMN customers managing multiple locations, the LMN Analytics tool features multi-location reporting capabilities, providing insights at both the corporate and individual location level. This ensures enterprise executives and location managers can view the data most relevant to their roles, helping to identify successes and areas for improvement.
Access to Multi-Location Dashboards
| Company-Level Access | User-Level Access |
| Only LMN accounts under the "Enterprise" plan are eligible to be set up for multi-location dashboards and reporting. To add these to the Analytics views for your Enterprise plan, please contact your LMN Account Manager or contact our support team. | If the account you're in is a "parent" account -- meaning it can be used to view multi-location analytics for several accounts all owned by your company -- you can use User Settings within that account to configure different users' level of access to multi-location reporting (see image below). It may be helpful to toggle this off for certain users if your primary location also handles landscaping operations and employs various employees in roles that do not involve analysis. |
Understanding and Utilizing your Branch/Location Name:
If your company uses LMN multi-location analytics, you'll notice a new 'Branch/Location Name' field within the 'Company Information' Settings page of your LMN account (as seen in the lower of the two orange boxes in the screenshot below). This field will appear whether you're logged into an LMN account that is a parent, or a child:
The branch/location name that you set using this field, will appear above your LMN sidebar menu (see the upper orange box), underneath the name of your organization's designated parent account. You will also see it shown in your account's Analytics screen:
The branch/information name is also what authorized users of your parent account will see when they utilize location-based filtering within the Multi-Location Analytics views. (NOTE: A change to one of the organization's branch/location names, may take up to a day to be reflected within multi-location analytics views.)
The branch/information name is used for internal analytics only and will not appear on any of your customer-facing or operations-related materials such as estimates or invoices. Those will continue to be populated from your account's name field as set under the Business Information section of the Company Information settings page (see the blue box in the screenshot above).
How to use Multi-Location Analytics:
- Location-Level Dashboards: Our four multi-location analytics dashboard allow you to analyze detailed location-level reports to analyze performance, sales, and other key metrics. If your user is set up to view multi-location data, you'll find these at the top of the Analytics menu by expanding the 'Overview' submenu underneath the 'Multi-Location subheading.
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Filtering Locations: Use the 'Location' filter dropdown to pick the grouping of locations that you'd like to see aggregated data for.
- NOTE: If your user is configured with 'Custom Access' to a limited selection of locations' data, you will only see those locations appearing as options within this filtering dropdown.
By using the Analytics tool in LMN, users can transform raw data into meaningful insights, enabling smarter planning, better resource utilization, and increased profitability. This ultimately empowers businesses to stay competitive in the landscaping and construction industries.
To access the Analytics tool, open up the main menu and click on Analytics under the Dashboards tool:
Customizable View Options
With every Analytic available in the LMN Analytics Tool, users can create custom views and also apply a saved view as a default. When the user logs into LMN with their unique username and password credentials, the defaults will then be applied to each analytic feature where the default has been set
Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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