Reports
Analytics and business insights.
Save Report Preset
Scheduled Delivery
Queue weekly or monthly saved reports for delivery.
Scheduled presets
1
Delivery mode
Local foundation
Email/PDF delivery is not connected. Queue records are stored for operational readiness only.
Delivery Queue
Owner weekly operations
email to demo@example.test - 2026-06-15 09:00:00
Email/PDF delivery provider is not configured. Local schedule record only.
Jobs by Status
Current job distribution.
Pending
7
Scheduled
10
In Progress
4
Completed
6
Blocked
2
Invoiced
2
Quote Funnel
Quote conversion pipeline.
Draft
2
Sent
2
Approved
3
Declined
1
Converted To Invoice
0
Contract Profitability
Maintenance agreement and staged contract margin readiness.
Contract revenue
$2,111.15
Costed contracts
2 / 4
Contract cost coverage
100.0%
Captured contract cost
$1,396.70
Timesheet labour cost
$459.00
Purchase-order accrual
$0.00
Matched supplier invoices
$705.00
Estimated contract gross profit
$714.45
Estimated contract margin
33.8%
| Contract | Jobs | Revenue | Cost | Margin |
|---|---|---|---|---|
|
Annual fire pump certificate
Legacy Facilities Group
|
2 | $1,440.00 | $680.00 | 52.8% |
|
Weekly grease trap compliance
Downtown Cafe
|
2 | $671.15 | $716.70 | 0.0% |
|
Monthly HVAC filter PPM
Smith Family Residence
|
1 | $0.00 | $0.00 | 0.0% |
|
Quarterly generator service
Wilson Construction
|
1 | $0.00 | $0.00 | 0.0% |
Revenue
Issued invoices, payments, and outstanding balances.
Total invoiced
$13,984.70
Total paid
$5,388.20
Outstanding
$8,596.50
Issued invoice count
7
Draft invoice value
$875.00
Advanced Reports
Productivity & Conversion
Completion, blocker, and quote conversion indicators.
First-time fix proxy
100.0%
Completed without blockers
8 / 8
Quote conversion
50.0%
Converted quotes
3 / 6
Blocked jobs
4
Profitability Readiness
Cost-capture coverage before margin reporting.
Cost capture coverage
15.1%
Issued revenue
$13,984.70
Costed invoices
2 / 7
Material cost captured
$7.70
Direct cost captured
$225.00
Timesheet labour cost
$459.00
Purchase-order accrual
$0.00
Supplier invoice cost
$705.00
Captured cost
$1,396.70
Estimated gross profit
$714.45
Estimated margin
33.8%
| Invoice | Customer | Entries | Cost | Margin |
|---|---|---|---|---|
| INV-2025-003 | Downtown Cafe | 6 | $716.70 | 0.0% |
| INV-2025-006 | Legacy Facilities Group | 3 | $680.00 | 52.8% |
Engineer Productivity
Completion rate and blocker exposure by technician.
Maya Patel
75.0%
Completed 3 / 4 - Active 1 - Blocked 0
Demo User
33.3%
Completed 5 / 15 - Active 10 - Blocked 0
Avery Singh
0.0%
Completed 0 / 2 - Active 2 - Blocked 0
Luis Romero
0.0%
Completed 0 / 2 - Active 2 - Blocked 1
Unassigned / needs dispatch
0.0%
Completed 0 / 8 - Active 8 - Blocked 3
Customer Performance
Job activity, invoiced value, payments, and open balances.
Wilson Construction
$3,200.00
Jobs 1 / 3 - Paid $1,200.00 - Outstanding $2,000.00
Greenwood Properties
$2,716.00
Jobs 0 / 3 - Paid $2,716.00 - Outstanding $0.00
Tech Solutions Inc
$2,359.85
Jobs 0 / 2 - Paid $0.00 - Outstanding $2,359.85
Riverside Restaurant
$2,125.50
Jobs 1 / 3 - Paid $0.00 - Outstanding $2,125.50
Martinez Home
$1,472.20
Jobs 1 / 3 - Paid $1,472.20 - Outstanding $0.00
Jobs per Technician
Work distribution by team member and dispatch backlog.
Demo User
15
Scheduled 7 - In progress 3 - Completed 5
Maya Patel
4
Scheduled 1 - In progress 0 - Completed 1
Avery Singh
2
Scheduled 2 - In progress 0 - Completed 0
Luis Romero
2
Scheduled 0 - In progress 1 - Completed 0
Unassigned / needs dispatch
8
Needs dispatch assignment.
Progress Billing
Scheduled future billing and staged invoice health.
Scheduled future billing
$0.00
Ready to invoice
$0.00
Outstanding staged invoices
$0.00
Paid by billing point
$0.00
Remaining contract value
$0.00