01
Sales pipeline & conversion
Visual funnel of leads → quoted → won, with conversion rates between each stage and trend lines for the past 12 months.
Reports & analytics
See your business at a glance
Eight built-in reports turn your day-to-day work into clear, actionable numbers. Sales pipeline, conversion, revenue, aged debt, profit and team workload - all live, all filterable, no spreadsheets required.
The benefits, at a glance
- Eight ready-made reports out of the box
- Filter by date range, customer, team member or service
- Export any view to CSV or PDF in one click
- Live data - no overnight batch jobs or stale dashboards
- Spot bottlenecks, overdue debt and unprofitable jobs at a glance
Inside reports
02
Revenue & aged debt
Total invoiced, paid and outstanding revenue by month and customer. Overdue invoices sliced into 0-30, 31-60, 61-90 and 90+ day buckets.
03
Profitability
Compare quoted price to actual costs on every job. See expense breakdowns by supplier and category, and net profit by month.
04
Team & customer activity
Who is overbooked, who has capacity, and what every customer has spent over their lifetime - all in one place.
The full set of built-in reports.
All eight reports update live as your team works. Filter by date, customer, team member or service - then export any view to CSV or PDF.
Sales pipeline
See every lead, quote and deal in flight - by stage, value, source and owner.
Conversion rates
Track how many enquiries turn into quotes, jobs and paid invoices over time.
Revenue
Total invoiced, paid and outstanding revenue - by month, customer or service type.
Aged debt
Spot overdue invoices fast - sliced into 0-30, 31-60, 61-90 and 90+ day buckets.
Expenses & profit
Where the money goes. Track spend by supplier, category and job - and what is left.
Mileage
Mileage by user, job and claim value so reimbursements are easy to check.
Job profitability
Know which jobs really make money. Compare quoted price, actual costs and margin.
Team workload
See who is overbooked and who has capacity. Balance jobs across your team in seconds.
Customer activity
Lifetime view of every customer - quotes, jobs, spend, last contact, lifetime value.
Explore the rest of Pipeline
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