A two-page Power BI report built from three and a half years of real invoice data from The Maine Cleaning Co.: 3,113 invoices and 188 clients exported from Jobber, with client names removed.
Operations Overview shows revenue, growth against the same dates last year, average invoice, monthly revenue by year to show seasonality, and revenue split across commercial, residential and short-term rental work.
Clients and Retention shows new clients per quarter, how many clients book more than once, how much revenue comes from the top 10 clients, lifetime value, a cohort table of which clients keep booking in later years, and the mix of one-time, weekly, bi-weekly and monthly service.
Year and segment filters work across both pages, so an owner can answer questions like which kind of work is growing without touching a spreadsheet.
0 likes · 0 views · Nov 8, 2026
Two-page Power BI report on 3,113 real invoices and 188 clients: revenue, seasonality, segments, retention cohorts and lifetime value.
