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.
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.
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
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.
User-Level Access
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:
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:
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. Here’s an overview of each category:
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.
- These are broken down into each of the following Analytics that you can view:
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Salesperson Performance
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Estimator Performance
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Sales Pipeline
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Estimate Analysis
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Estimates by Region
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Estimate Listing
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Estimate Reports
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Sales Overview
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Estimates Overview
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Estimate Item Analysis
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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.
- These are broken down into each of the following Analytics that you can view:
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Job Cost Analysis
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Jobs Over by Geo
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Job Listing
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Job Costing by Parent Estimate
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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.
- This is available in the following Analytic:
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Customer 360
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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.
- These are broken down into each of the following Analytics that you can view:
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Invoice Overview
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Aging Report
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Invoice Listing
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Payment Listing
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Estimate Analytics
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.
To access the Salesperson Performance analytics, in the main menu click Analytics, then Estimates in the sub-menu, then click Salesperson Performance:
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.
To access the Estimator Performance analytics, in the main menu click Analytics, then Estimates in the sub-menu, then click Estimator Performance:
Sales Pipeline Analytics
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.
To access the Sales Pipeline page of the Analytics tool, in the main menu click Analytics, then Estimates in the sub-menu, then click Sales Pipeline:
Estimate Analysis Analytics
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.
To access the Estimate Analysis page of the Analytics tool, in the main menu click Analytics, then Estimates in the sub-menu, then click Estimate Analysis:
Estimate by Region Analytics
The Estimate 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.
To access the Estimate by Region page of the Analytics tool, in the main menu click Analytics, then Estimates in the sub-menu, then click Estimate by Geo:
Estimate Listing Analytics
The Estimate Listing feature within LMN Analytics provides businesses with a detailed, organized view of all estimates created within a specific timeframe. This tool centralizes estimating data, making it easy to track, review, and analyze estimates for better decision-making and improved project planning.
To access the Estimate Listing page of the Analytics tool, in the main menu click Analytics, then Estimates in the sub-menu, then click Estimate Listing:
Estimate Reports Analytics
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.
To access the Estimate Reports page of the Analytics tool, in the main menu click Analytics, then in the Estimates sub menu, then click Estimate Reports:
Sales Overview Analytics
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.
To access the Sales Overview page of the Analytics tool, in the main menu click Analytics, then in the Estimates sub-menu, then click Sales Overview:
Estimate Overview Analytics
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.
To access the Estimate Overview page of the Analytics tool, in the main menu click Analytics, then in the Estimates sub-menu, then click Estimate Overview:
Estimate Item Analysis
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.
Jobs Analytics
Job Cost Analysis 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.
To access the Job Cost Analysis page of the Analytics tool, in the main menu click Analytics, then Jobs in the sub-menu, then click Job Cost Analysis:
Jobs Over by Geo Analytics
The Jobs Over by Geo feature in LMN Analytics provides location-based insights into projects that exceed their estimated costs, timelines, or budgets. This tool helps businesses identify regional trends, address inefficiencies, and optimize resource allocation to enhance profitability and operational performance across different geographic areas.
To access the Jobs Over by Geo page of the Analytics tool, in the main menu click Analytics, then Jobs in the sub-menu, then click Jobs Over by Geo:
Job Listing Analytics
The Jobs Listing feature in LMN Analytics provides a comprehensive, organized view of all jobs in progress or completed within a specified timeframe. It centralizes key job data, offering businesses the ability to track job status, performance, and key metrics in a structured format. This tool helps improve project management, streamline workflows, and provide visibility into ongoing and past jobs for better decision-making.
To access the Job Listing page of the Analytics tool, in the main menu click Analytics, then Jobs in the sub-menu, then click Job Listing:
Job Costing by Parent Estimate Analytics
The Jobs Costing by Parent Estimate feature in LMN Analytics connects job costs to their originating estimates, offering businesses a detailed comparison of projected and actual performance. This tool helps evaluate the accuracy of estimates, monitor cost variances, and refine processes for better budgeting and project management.
To access the Job Costing by Parent Estimate page of the Analytics tool, in the main menu click Analytics, then Jobs in the sub-menu, then click Job Costing by Parent:
Staff Analytics
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.
To access the Customer 360 page of the Analytics tool, in the main menu click Analytics, then Staff in the sub-menu, then click Customer 360:
Invoices Analytics
Invoice Overview
The Invoice Overview feature in LMN Analytics offers a comprehensive summary of invoicing activity, providing insights into billing performance, cash flow, and client payment behavior. This tool helps businesses track invoice generation, monitor payment status, and identify trends to improve financial management and operational efficiency.
To access the Invoice Overview page of the Analytics tool, in the main menu click Analytics, then Invoices in the sub-menu, then click Invoice Overview:
Aging Report
The Invoice Aging feature in LMN Analytics provides businesses with a detailed view of outstanding invoices categorized by their age. It helps monitor overdue payments, manage cash flow effectively, and prioritize collection efforts to maintain financial stability.
To access the Aging Report page of the Analytics tool, in the main menu click Analytics, then in the Invoices sub-menu, click Aging Report:
Invoice Listing
The Invoice Listing feature in LMN Analytics provides a detailed, organized view of all invoices issued within a specified timeframe. It centralizes key invoicing data, enabling businesses to track billing, monitor payment statuses, and ensure financial accuracy and transparency. This tool is essential for maintaining efficient invoicing practices and managing accounts receivable effectively.
To access the Invoice Listing page of the Analytics tool, in the main menu click Analytics, then in the Invoices sub-menu, click Invoice Listing:
Payments 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.
To access the Payments Listing page of the Analytics tool, in the main menu click Analytics, then in the Invoices sub-menu, click Payments Listing:
Filters and 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:
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
If you require further assistance, please contact our Support Team via email at support@golmn.com or reach out to us through our Live Chats feature or by Phone: (888) 347-9864!
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