Analytics & Reporting

Deep Business Insights

Transform your business data into actionable insights with comprehensive analytics that help you make informed decisions and grow your business.

Powerful Analytics for Your Business

Get a complete view of your business performance with real-time analytics, detailed reports, and actionable insights.

Revenue Tracking

Monitor your revenue trends, track estimates vs invoices, and identify growth patterns over time.

Conversion Funnel

Analyze your sales funnel from estimates to payments and optimize your conversion rates.

Customer Insights

Discover your top customers, understand their behavior, and identify opportunities for growth.

Deep Business Insights

Access all your business metrics in one centralized dashboard with intuitive charts and actionable data.

Analytics Dashboard

Last 30 days
Estimates Sent
$272,000
24.2% conversion
Approved Revenue
$65,824
From approved estimates
Total Invoiced
$44,250
67.2% of approved revenue
Outstanding
$21,574
Unpaid invoices

Revenue Trends

Conversion Funnel

Estimates Sent100%
Approved24.2%
Paid67.2%
Revenue Analytics

Track Your Financial Performance

Get comprehensive insights into your revenue streams with detailed breakdowns of estimates, approved amounts, and invoiced totals.

  • Real-time Revenue Tracking

    Monitor your income as it flows through your business pipeline

  • Trend Analysis

    Identify seasonal patterns and growth opportunities

  • Flexible Date Ranges

    Analyze performance over custom time periods

Revenue Trends

Estimates
Invoices

Top Customers

A

Acme Construction

12 estimates

$8,520

B

BuildRight LLC

8 estimates

$6,240

H

HomeVision Inc

6 estimates

$4,890

P

Premier Design

5 estimates

$3,650

Customer Insights

Understand Your Best Customers

Identify your most valuable customers and understand their behavior patterns to optimize your business relationships.

  • Revenue per Customer

    See which clients generate the most revenue

  • Engagement Tracking

    Monitor customer interaction with your estimates

  • Growth Opportunities

    Identify potential for account expansion

Product Analytics

Optimize Your Service Offerings

Discover which products and services perform best, understand conversion rates, and identify opportunities for growth.

  • Top Performing Services

    Identify your most profitable offerings

  • Conversion Rates

    See which services get approved most often

  • Pricing Optimization

    Analyze pricing performance across services

Top Products & Services

Kitchen Remodel

85% conversion rate

$12,450

Bathroom Renovation

78% conversion rate

$8,920

Flooring Installation

92% conversion rate

$6,340

Exterior Painting

70% conversion rate

$4,280

Ready to Get Deep Business Insights?

Transform your business data into actionable insights that drive growth and improve profitability.