Reports & dashboard
The owner dashboard, KPIs, reports and saved views.
- Dashboards: the picker, role dashboards, cards and chartsPick a dashboard for your role, read every card, chart and table on it, and build, share and lock your own modular dashboards.
- All Reports and the metric dictionaryUse All Reports to see every business metric for a period, open the records behind any number, and look up exactly how each metric is calculated.
- Save report views and export to CSVPartly availableSave a period and filters you check often as a personal view, and export the records behind any metric to a CSV file.
- Branch reports: compare branches and brandsSee revenue, jobs, average ticket, close rate and A/R for every branch and brand side by side, and export job-level data for a data warehouse.
- Insights: ask the business, watchlists, alerts and the demand forecastAsk questions about your numbers in plain English, watch metrics and get alerts or a morning brief, and use the demand vs capacity forecast to keep the board full.
- Performance pay: plans, spiffs, splits and approving paySet up pay plans with commissions, spiffs, flat rates, bonuses and guarantees, put people on them, split credit on jobs, answer pay questions and approve each pay period.
- Technician scorecards, leaderboards and coachingUse Coaching to see each technician's and office person's scorecard, Pro Score, points and badges, run leaderboards and team challenges, and decide what technicians see of each other.