Reporting & Analytics

The Reporting page gives you a deeper view into your business metrics beyond the dashboard summary.

KPI Slots

At the top of the reporting page, you'll find customizable KPI cards. Click any card to choose the metric you want to track:

• Active Recurring Jobs — how many recurring jobs are currently active
• Total Contract Value — the total projected value across all active recurring contracts
• Average Customer LTV — the average lifetime value of your customers based on paid invoices
• And more metrics as they become available

Your KPI selections are saved automatically and persist between sessions.

Pipeline & Conversion

The conversion pipeline shows how contacts move through your sales process — from initial quote to signed agreement. The pipeline requests table lists contacts at each stage so you can see who needs follow-up.

Revenue Charts

Several charts help you understand revenue trends:

• Projected Income — estimated revenue based on active recurring jobs and their frequencies
• Active vs. Inactive — how many of your recurring jobs are currently active compared to paused or cancelled
• Churn — track customer churn over time
• Average Time to Sign — how long it takes customers to sign agreements after receiving them

Upcoming Visits

A list of your next scheduled service visits pulled from your CRM, so you can see what's coming up.