Reports
Revenue, money owed, your sales pipeline and inventory at a glance.
Reports show how your shop is doing against the period before: what you invoiced and collected, who owes you money and for how long, how many quotes turn into orders, and what your stock is worth.
Open Reports in the left menu. Each report has a date range, a comparison with the previous period, filters, charts, a data table and Export CSV.
The Reports page with a card for each report
Screenshot coming soon
Use a report
Pick dates, compare periods, filter and export to a spreadsheet.
Revenue
Invoiced against collected, by lead source, customer type and unit.
Money owed (AR aging)
Open balances by how far past due they are, per customer.
Sales pipeline
Requests to quotes to approved work: close rate and who sold it.
Inventory
Stock value by location, what you used and what to reorder.
Who sees which report
The Reports page shows a card only for the reports your role can open.
| Report | Owner | Admin | Staff | Member |
|---|---|---|---|---|
| Revenue | ✓ | ✓ | ✓ | |
| Accounts receivable aging | ✓ | ✓ | ✓ | |
| Sales pipeline | ✓ | ✓ | ✓ | ✓ |
| Inventory | ✓ | ✓ | ✓ | ✓ |
Costs and stock values are shown to owners and admins only. Other roles see the same reports without those columns, in the app and in exported files.
Call tracking reports are part of the phone system and are described in Phone.