Dashboard & reports
Dashboard
Section titled “Dashboard”The dashboard (owners, admins and managers) is a live picture of the business, organized in cards:
- Finance — revenue this month, collection rate, active-project margin, overdue invoices (count and amount), due in the next 7 days, pending expenses.
- Sales pipeline — pipeline value (open quotes), lead closing rate (won ÷ won + lost, from your kanban stage types), quote conversion (approved ÷ decided), quotes by status, hot leads.
- Operations — today’s agenda, active projects, average completion, overdue tasks and equipment maintenance.
- Team & productivity — pending time entries, weekly/monthly hours, pending invites, workload by team.
- Assets & partners — equipment status, active subcontractors, top services by conversion.
- Integrations & health — Stripe, SMTP and Google Calendar status.
Alerts at the top surface anything needing attention (overdue invoices, pending approvals), each linking to the right screen.
Profitability
Section titled “Profitability”Projects → Profitability breaks down every project: budget, invoiced, received, total cost (materials + expenses + subcontractors + labor + change orders), profit and margin — with totals for the whole company. The same numbers appear on each project’s Financials card.
Exports
Section titled “Exports”- Timesheet reports — PDF and Excel per period.
- Leads — CSV export (and import).
- Quotes and invoices — branded PDFs.