Reports and Dashboards

Reports and Dashboards

Our reports section offers comprehensive visual insights into opportunities, quotes, invoicing, jobs, assets, and sales & marketing data. Multiple customizable dashboards cater to your specific needs and can be shared publicly across the company or kept private. Data collected against jobs, customers, or assets can be easily exported to a CSV template for tailored analysis. Additionally, our financial view reports provide a detailed breakdown of job costs, including labor, stock, mileage, and miscellaneous expenses such as parking fees, ensuring thorough financial analysis.

Key features include:

  • Visual reports on opportunities, quotes, invoicing, jobs, assets, and sales & marketing

  • Customizable dashboards tailored to specific needs, with options including bar charts, line charts, pie charts, and tabulated reports

  • Option to share dashboards publicly or keep them private

  • Ability to set Reports Dashboard as your homepage upon login

Reports and Dashboards 2
Reports and Dashboards 3
  • Each dashboard can have its own individual color theme, enhancing visual appeal and customization options

  • Easy export of job, customer, and asset data to CSV templates

  • Financial view reports detailing job costs, including labor, stock, mileage, and miscellaneous expense

Other Software Features: