Analytics & dashboards

Read your dashboard

Role-aware dashboards with booked value, collections, absorption per project, the sales funnel, project margin (acquisition + contractor cost vs. sales), agent KPIs and revenue vs. collections. Click any figure to drill into the records behind it.

Steps

  1. Open Home: the tiles and charts follow your role and permissions.
  2. Click a KPI (e.g. overdue receivables) to open the filtered list behind it.
  3. Use Analytics for project margin and absorption; export to PDF for board packs.
Analytics & dashboards
Screenshot from the product (demonstration data).

What’s in the module

  • Home dashboard tailored to each role
  • Sales funnel and agent leaderboard
  • Inventory absorption by project
  • Project margin
  • Collections and ageing
  • Export any report to PDF or Excel

Next: Invite your team