Why is sales reporting important for tree service companies?

Without clear reporting, it is difficult to understand where sales bottlenecks are happening and which parts of the process need improvement.

Can sales reporting support better decision-making?

Yes. Stronger visibility into sales activity helps owners and managers make more informed decisions about follow-up, process changes, and growth planning.

How does this connect with CRM and estimating?

Sales reporting becomes more useful when it is tied to lead activity, customer records, and estimate workflows inside one platform.

Is this useful only for larger sales teams?

No. Any tree service company that wants to improve visibility into pipeline performance can benefit from clearer sales reporting.

Can sales reporting help improve revenue performance?

Yes. Better reporting helps teams identify missed opportunities, improve follow-up consistency, and create a stronger sales process overall.

Arborist Reporting & Analytics Software

Turn your tree care data into actionable insights with reporting software built for arborist operations. Visualize performance metrics, sales trends, and operational KPIs that help you make smarter decisions. Book a demo today to see the analytics in action.

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4.8 / 5 (44 reviews)

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How It Works

How ArboStar’s Sales Reporting Works

ArboStar’s sales reporting helps tree service companies understand pipeline performance, track how opportunities move through the sales process, and make better decisions based on clearer revenue-related insights. Instead of relying on fragmented spreadsheets or partial updates, your team can review sales activity inside the same platform used to manage leads, estimates, and customer workflows. This creates better visibility into performance, helps identify bottlenecks, and supports more consistent sales operations as your business grows.

Tools That Power Your Tree Service

CRM

Keep sales reporting connected to real lead and customer activity. This gives your team a clearer view of how opportunities are progressing.

Estimating Software

See how estimate volume and approval activity contribute to pipeline movement and overall sales performance.

Marketing Reporting

Compare lead generation with sales outcomes to understand which channels are supporting the strongest results.

Workflow Automation

Reduce sales process friction by automating follow-ups and internal actions tied to pipeline movement.

Communication Module

Support more consistent lead and customer follow-up so sales-related activity stays active and better documented.

Quality Assurance Module

Support stronger internal review processes by giving managers more context into who completed actions and when.

Financial Reporting

Connect sales performance with broader business outcomes by tying pipeline insights to revenue visibility.

Business Intelligence Module

Turn sales and operational data into more actionable insights for leadership, planning, and growth strategy.

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No disruption to your operations

What Tree Care Professionals Are Saying

Hear directly from tree care professionals who rely on ArboStar every day!

Shane L.

ArboStar keeps amazing client records. In a single year I might engage with about 2000 existing and prospective tree care clients and I want to make each of them feel important. The smart search feature in ArboStar allows me to recall client records live, review previous services, connect to client emails and photos of their property.

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Marta V.

ArboStar has managed to create one of the best CRM there is. Very responsive team with fast access to all the essential information is resulting in brilliant performance.

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Mark

ArboStar has everything and more of what we need in our industry. It has simple, logical, straightforward interface. As a customer service, I am so grateful that we found the software to be helpful in centralizing and making our operations more efficient.

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Fred M.

I'm very pleased with this software and have no plans to go back. Everything is divided into modules, and each module is a gem in its one right.

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Ralph Leonard

I'm very happy our company made the switch to ArboStar. It's custom-tailored to the tree-care industry and has excellent report generation and data analysis tools. Highly recommended for its financial and accounting features alone.

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Claude N.

This platform helps us automate tasks like estimation and invoicing which would otherwise be very time-consuming. It also provides us with sales and marketing reports, which play a huge role in the future of our company.

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Rees Vickers

ArboStar has helped to streamline our business process and we're also able to automate a ton of tasks. Their mobile app works well and helps our fieldworkers do their jobs.

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Remy Leech

I'm able to quickly and easily set up text and email messages and notifications to our clients with ease. There is a ton of functionality and customizability that allows me to keep our customers happy and engaged.

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Keiren Bean

App has made my job a lot easier. I show up on site, and there's GPS-tagged pictures of the trees with descriptions of what exactly needs doing.

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Henry Wilcox

This app has been a huge time-save for me. Everything in the app is streamlined and easy to use. As far as apps go, this one is definitely on the cleaner side of things.

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Brittany Wenneker

ArboStar is a great software designed around the user and for the user. That is why my team and I love this software so much. It is great because it offers exactly what we need for our tree care business. ArboStar is very professional looking, making us look presentable to the customers.

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All-in-one solution

Manage estimates, invoices, scheduling, and communications without switching tools.

Convenience

Everything you need is in one easy-to-use platform.

Reliable support

Get help whenever you need it from our dedicated team.

Scalable

Grow your business smoothly, whether you have one crew or dozens.

Integrations that power your workflow

QuickBooks

Sync invoices and accounting data automatically to keep bookkeeping up to date.

Xero

Connect ArboStar with Xero to reduce double entry and keep financials in sync.

Sage

Send invoices from ArboStar to Sage so your accounting stays consistent with operations.

Fortnox

Sync invoices with Fortnox for streamlined accounting workflows (popular in EU markets).

Digital Calendars

Sync appointments with Google, Outlook, or Apple Calendar to keep your team's schedule in sync on any device.

Google Maps

Use Google mapping to plan and view job locations more efficiently (routing + location context).

Authorize.Net

Accept payments securely with built-in processing and fraud detection settings.

Bambora

Take customer payments via Bambora and keep payment workflows connected to invoicing.

Paystri

Collect payments through Paystri to make it easier for customers to pay and improve cash flow.

VoIP (telephony)

Connect calling workflows so inbound calls can be handled faster and tied to client communication.

Inova Payroll

Export payroll data in an Inova-compatible CSV format to speed up payroll processing.

Wisetack

Collect signatures and payments together to speed up your approval-to-paid workflow.

Gusto

Automate payroll by syncing hours and project data directly with Gusto for faster, accurate payments.

Education Hub

We thrilled to share what we've learned about tree care from working with arborists worldwide. Check out our Education Hub to see what we're learning about this changing industry.