get
https://roofrabbit.io/reports/financial
Returns the company's finances for a date range: revenue, costs, gross and net profit and their
margins, commissions, money still owed, average days to payment and revenue growth. It also includes
revenue against costs and cash flow by month, revenue and profit by job type, profit and loss per
job, the list of outstanding invoices, a revenue forecast from open leads weighted by the period's
win rate, a cost breakdown (materials, labor, commissions) and a summary of financial health
figures.
The token's role must be able to view financial reports: owner, admin, office manager, bookkeeper
or sales manager.
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