# A roofing sales leader does a week of reporting in 35 minutes

Tarrant Roofing's VP of sales asks JobNimbus Analytics AI for sales by rep and region, and reps pull their own open balances.

Category: Sales management and reporting
Industry: Roofing
Difficulty: easy
Updated: Oct 19, 2026
URL: https://revstackai.co/use-cases/roofing-sales-leader-asks-the-crm-for-reports

## Problem

Pulling and crunching reports for 130 reps took hours every week, before any coaching happened.

## How to do this

1. Turn on Analytics AI in JobNimbus.
2. Ask: "Sales by rep, month and region, with average deal size."
3. Before the weekly collections call, each rep asks: "Show my open balances."
4. Compare new hires on jobs sold and revenue, then coach each one on the gap.
5. Paste it into JobNimbus Analytics AI. Or upload a CSV export to ChatGPT, Claude, Gemini or Grok.

## Verdict

Less time building reports, more time coaching reps.

## Tools

- [JobNimbus](https://www.jobnimbus.com/): Analytics AI answers questions about your job data
- [ChatGPT](https://chatgpt.com/): Upload a CSV export of your jobs and ask the same questions
- [Claude](https://claude.ai/): Upload a CSV export of your jobs and ask the same questions
- [Gemini](https://gemini.google.com/): Upload a CSV export of your jobs and ask the same questions
- [Grok](https://grok.com/): Upload a CSV export of your jobs and ask the same questions

## RevStack prompt

Written by RevStack. This is not the sourced result below.

Inputs:
- Date range
- Rep or region, if you want one

Sales by rep, month and region, with average deal size.

Range: {{range}}
Focus: {{focus}}

Use only the job data already in the CRM or the uploaded CSV. If a number is not in that data, say so. Do not invent revenue.

Then answer: Show my open balances.

Example output, written by RevStack, not a reported result:

Rep, month, region, jobs sold, revenue, average deal size. Every figure comes from the export.
Open balances: the jobs still unpaid, with the rep named on each job.

## Result

'I was able to do a week's worth of work in 35 minutes.' 98% less time spent on recurring reports.

Vendor case study. Reported by [Jeremy Schelhorn, VP of Residential Sales, Tarrant Roofing (JobNimbus case study)](https://www.jobnimbus.com/case-studies/analytics-ai-tarrant-case-study).

## Before you start

- JobNimbus account
- Analytics AI add-on
- Jobs tagged with the right rep