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Profits Disappearing? Here's The Reporting Software That Brings Them Back

Written by Paul Gilliam | Oct 9, 2025 1:00:02 PM

Drowning in spreadsheets while your profit margins gasp for air?

That's the scenario most moving companies are in.

While industry dominators are killing it with 20%+ margins, nearly half of movers can't answer a basic question: "Which jobs actually make us money?"

Time to fix that. Here's your rescue plan for picking reporting tools that turn numbers into profit.

The players

Tool

Price

Moving-specific

Learning curve

Excel

๐Ÿ’ฒ

โŒ

๐Ÿ˜ Moderate: Familiar to most, but charts, pivots, and formulas take practice.

Smart Insights by SmartMoving

๐Ÿ’ฒ๐Ÿ’ฒ

โœ…

๐Ÿ‘ Easy: Built for movers. Most users are building visualizations in a few hours.

Looker Studio

๐Ÿ’ฒ๐Ÿ’ฒ

โŒ

๐Ÿ˜“ Hard: Setup is fast, but comfort with data sources and filters takes time.

Power BI

๐Ÿ’ฒ๐Ÿ’ฒ๐Ÿ’ฒ

โŒ

๐Ÿฅต Very hard: Requires time to understand data modeling, dashboards, and logic.

Tableau

๐Ÿ’ฒ๐Ÿ’ฒ๐Ÿ’ฒ๐Ÿ’ฒ

โŒ

๐Ÿฅต Very hard: Very powerful but not intuitive. Most need formal training.


Why most reporting tools fail movers

Running reports shouldn't feel like data science. But that's what happens when you use software built for tech bros, not moving companies.

What's killing your profits right now:

โŒ Your data's scattered across 5-8 different tools

โŒ One wrong click breaks your entire spreadsheet

โŒ "Revenue" reports hide profit leaks like a cheap moving blanket

โŒ "Insights" arrive way too late to actually help

What actually works for movers:

โœ… Know which jobs, crews, and lead sources are making money

โœ… See your true costs before the truck rollsโ€”not two weeks later

โœ… Spot fires while they're still small enough to stomp out

โœ… Get answers without exporting, scrubbing, or shipping data overseas

Our made-for-movers software isn't just about pretty chartsโ€”it's about sparing headaches, squashing problems, and turning your numbers into real profit.

See how it works.๐Ÿ‘‡

Top 5 reporting tools for movers

1. Excel

๐Ÿ† Best for: Just starting out (1-2 trucks)

Sure, spreadsheets work when you're small. But try running a growing business on Excel and you'll spend more time fixing formulas than making money.

2. Smart Insights by SmartMoving

๐Ÿ† Best for: Growing movers (3-20+ trucks)

Finallyโ€”reporting that speaks mover, not MBA. Built for owners and ops managers who want answers, not exports. Here's what you get:

  • Dozens of reporting templates. Just click, customize, go
  • Create-your-own insights. Slice and dice without a data PhD
  • Alerts that tell you when margins dip or bookings slow
  • Free training videos in SmartMoving Academy
  • Zero setup. Your data's already in SmartMoving, ready to run
  • Fast learning. Go from beginner to power user in ~3 weeks๐Ÿ’ช

The real difference? Everything talksโ€”from sales to ops to accountingโ€”so you're not playing detective with five different systems just to know if you made money today. 

3. Looker Studio (formerly Google Data Studio)

๐Ÿ† Best for: Movers with multiple locations

Looker's got muscle, but why learn a whole new tool when your CRM's already doing the heavy lifting? Plus, you're still wrangling data from five different places just to get basic answers.

4. Power BI

๐Ÿ† Best for: Regional to enterprise movers with analyst support

Power BI can crunch numbers like a champ. But unless you've got a data scientist on speed dial, you'll spend more time YouTubing "how to use Power BI" than actually running your business. 

5. Tableau

๐Ÿ† Best for: Enterprise movers with in-house data team

Tableau is like bringing a rocket ship to a truck race. Impressive? Sure. But for most movers, it's about as useful as a cardboard dolly. 

Stop guessing, start profiting

The difference between surviving at 7% margins and crushing it at 20%+ isn't just hustleโ€”it's knowing your numbers. There are plenty of fancy reporting tools out there, but most were built for suits, not hard-working guys that move stuff for a living.

Ready for data that makes sense (and dollars)? See how SmartMoving does it.๐Ÿ‘‡

FAQs: Moving company reports

What metrics should my reporting software track?

The most profitable moving companies (making 20%+ margins) track these key metrics:

  • Job profit by type, crew, and location
  • Marketing ROI for every lead source
  • Sales performance (speed to lead, booking rate, revenue booked)
  • Crew efficiency (on-time %, customer ratings, claims)
  • Cash flow (accounts receivable, deposits, payment status)

What reports should I look at daily as an owner?

We've helped thousands of movers scale their profits. Here are four reports they swear by:

1. Revenue & job pipeline

  • Revenue booked today 
  • Booked jobs by date 
  • Unbooked estimates aging past 48 hours 
  • Schedule gaps next 7-10 days 

2. Sales activity & performance

  • Revenue booked by rep 
  • Estimates sent today 
  • Follow-ups due today 
  • Deposits collected vs missing

3. Cash flow & payments

  • Outstanding balances
  • Upcoming receivables
  • Daily cash position
4. Red flags needing attention
  • Jobs without crews assigned
  • Crews overbooked or underutilized
  • Unpaid jobs scheduled for tomorrow
  • Missed estimate follow-ups or low activity reps

My assistant already does weekly Excel reports. Why switch?

Here's the brutal truth: By the time those Excel reports hit your desk, the data is already outdated. And if you're like most movers, you're too busy actually running your business to dig through spreadsheets.

Your reporting should:

  • Update in real-time as jobs complete
  • Alert you to problems automatically
  • Give you actionable insights, not just data dumps

How long does it take to set up proper reporting?

With traditional business intelligence tools like Tableau or Power BI, you're looking at at least two months (and $1k-$2k) to set up the infrastructure. 

With Smart Insights, there's no set up. Just flip the switch and your CRM becomes a data-crunching machine. Most users are running reports on day 1 and fully comfortable in ~3 weeks.

  • Your dashboard is loaded with pre-built reports
  • Only build from scratch if you want to
  • Self-paced tutorials included, free

What's the ROI on better reporting?

Moving companies using reporting systems like Smart Insights typically:

  • See 15-20% in profit improvements
  • Save 15 hours weekly (like Pink Zebra Moving)
  • Catch and fix problems weeks earlier

๐Ÿค” The real question is... What's it costing you to fly blind?