Feature

Dashboard & Analytics

Revenue, jobs, reviews, lead sources, team performance—all on one dashboard. Know what's working, what needs attention, and where your business is heading.

See your whole business at a glance
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What it does

  • Revenue Tracking: See daily, weekly, and monthly revenue. Compare periods. Track average job value.
  • Lead Source Analytics: Know which marketing channels bring the best leads. Stop wasting money on what doesn't work.
  • Team Performance: See job completion rates, response times, and customer ratings per team member.
  • Real-Time Updates: Dashboard updates in real-time. Always see the current state of your business.

How it works

  • Data Flows In: Every call, job, payment, and review automatically feeds into your dashboard.
  • Insights Emerge: See trends, spot issues, and understand your business at a deeper level.
  • Make Better Decisions: Data-driven decisions about marketing spend, hiring, and growth strategy.

Why it wins

  • Real-time revenue dashboard
  • Lead source analytics
  • Team performance metrics
  • Job pipeline visualization
  • Review trend tracking
  • Custom date range comparisons

Connected features

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Frequently asked questions

Can I customize what I see?

Yes. Choose which widgets appear on your dashboard, set date ranges, and focus on the metrics that matter to you.

Can I export reports?

Yes. Export any dashboard view as a PDF or CSV for sharing with partners, lenders, or your team.

How far back does the data go?

All your data is available from day one. No limits on historical data access.