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Reports Dashboard

This is the main Reports hub where you can access different types of insights:

  • Invoices & Transactions → Track revenue, refunds, and transaction trends.

  • Clients, Jobs, Visits, Requests → Get detailed summaries of performance and progress.

  • Conversion Stats → Monitor how leads, requests, and quotes are turning into jobs.

Transaction Report

Provides insights into financial performance:

  • Revenue trends: Displays total revenue across 6 months.

  • Completed vs refunded: Compares completed transactions against refunds.

  • Detailed table: Includes transaction IDs, amount paid, client contact info, and invoice numbers.

Jobs Report

Summarizes job activity and progress:

  • Jobs by status chart: Visualizes how many jobs are unscheduled, in progress, late, closed, or invoicing.

  • Job activity timeline: Tracks jobs created or completed across the last 6 months.

  • Detailed report: Lists job numbers, clients, job status, dates, and client details.

Leads to Client Conversions

Lead to Client Conversions Report:

  • It shows how many leads became clients over the last 6 months.

  • Purpose: To track your sales funnel effectiveness (how well you’re turning prospects into paying customers).

Request to Quote Conversion Report

Analyzes how many customer requests turned into quotes.

  • Graph: Shows responsiveness and quoting trends.

  • Table: Lists request IDs, quote numbers, and client/lead information.

Request to Job Conversion Report

Tracks customer requests that turned directly into jobs.

  • Charts: Highlight request-to-job trends over 6 months.

  • Table: Provides breakdowns by request number, job ID, and client details.

Quote to Jobs Conversion

Shows how many quotes were successfully converted into jobs over the last 6 months.

  • Conversion graphs: View trends in conversions and distribution by type.

  • Table: Displays detailed records of quote numbers, related jobs, client IDs, and dates.