Overview
Reports & Insights turns your operational data into charts — revenue over time, collections health, pipeline funnel, and customer growth.
Where in the app: Dashboard → Reports & Insights toggle
All charts filter to the active company profile. Data caches for about five minutes before refreshing.
Revenue Trend
Line chart of paid revenue over the last 6 months.
| Metric | Meaning |
|---|---|
| Total / average | Sum and mean across the period |
| Trend arrow | Compares first month to last month |
Empty state appears until you have recorded payments.
Invoice Aging Report
Bar chart of open invoice balances by age bucket:
| Bucket | Definition |
|---|---|
| Current | Not yet due |
| 1–30 Days | Past due up to 30 days |
| 31–60 Days | Past due 31–60 days |
| 61–90 Days | Past due 61–90 days |
| 90+ Days | Past due beyond 90 days |
Header shows total outstanding and overdue amount. Use this to prioritize collections — jump to Invoices from KPI cards on Overview.
Sales Funnel
Funnel visualization of record counts through the pipeline:
Opportunities → Quotes → Jobs → Invoices
Shows where volume drops off between stages. Helpful for spotting bottlenecks (e.g., many quotes but few jobs).
Quote Status
Pie chart breaking down estimates by status (Draft, Submitted, Accepted, Declined, etc.) with counts and dollar values.
Use alongside Estimates to see which quotes need follow-up.
Opportunity Sources
Stacked bar chart of opportunities by source (web, phone, referral, etc.) over the last 6 months.
Configure sources under Opportunity sources. Consistent source tagging improves this report.
Customer Insights
Three summary metrics:
| Metric | Meaning |
|---|---|
| Total Customers | All customers in the active profile |
| New This Month | Customers created this calendar month |
| Repeat Customers | Customers with more than one job or invoice |
When charts are empty
Charts show "No data available" until you have activity in that area — opportunities, submitted quotes, jobs, invoices, or payments. New accounts should complete setup and create a first estimate to populate the funnel.