Analytics is the read-only, company-wide view of how the business is doing. Nothing is created or edited here. Every number is a live aggregate over the work the other modules produce, and every number is a doorway: click a card and you land on the list of records behind it, already filtered, with the same count.
The Overview group is the front door. Four pages, four altitudes: right now, this month, the last six months, and any question the other three do not answer.
Dashboard
Open DashboardWho it is for
Anyone who opens Analytics. The owner's first stop in the morning.
Without it
Three business lines mean three places to look, and the daily question, "are we OK?", needs someone to pull the numbers together before anyone can answer it.
What it shows
Three stacked sections, one per business line, four cards each. Quoting: Pending, Quoted, Won and Close Rate. Service: Total Services, Completed, Revenue and Average Revenue, year to date. Inspections: Scheduled This Week, Overdue, Completed year to date, and Completion Rate. Each section has a View Details link to that line's full dashboard.
What it is worth
- The whole company on one screen. Twelve numbers that say whether the day needs attention, and where.
- Today's action list. Overdue and Scheduled This Week are not statistics. They are the two lists an office works from today.
- Every card is a doorway. Click Overdue and the Inspections grid arrives already filtered, with the same count on the card and in the grid.
Pays for itself the first morning you click Overdue and land on the list instead of building the filter by hand.
AI Analysis
Open AI AnalysisWho it is for
Anyone with a question that is not on a dashboard.
Without it
A question no card answers becomes a report request, an export, a pivot table, and a day's wait. Most of those questions never get asked.
What it shows
A conversation over your own data. Six starter questions (quote pipeline by stage, recent inspection results, service revenue and margin, overdue invoices by aging, open critical deficiencies, upcoming job schedule) and a free-text box. The answer arrives in the shape that fits it: a chart, a map, a spreadsheet with a full download, or a formatted report with a PDF. The conversation keeps its history, so a follow-up refines the previous answer.
What it is worth
- Answered in the moment. The question gets asked because the answer arrives before the meeting ends.
- The shape fits the question. A trend comes back as a chart, a list as a spreadsheet, a summary as a report, a "where" as a map.
- A follow-up costs one sentence. "Show that as a map" or "only the critical ones" builds on what was already answered.
Pays for itself the first time a question that used to be an export and a pivot table is answered before the meeting ends.
Month In Review
Open Month In ReviewWho it is for
The owner and the office managers. The Monday meeting.
Without it
"How is the month going?" is assembled from several grids with hand-set date ranges, and last month's version of the answer is gone the moment the month turns.
What it shows
One month told as a story. A banner with a month pager, the day of the month, and a progress bar for how much of the month has elapsed. Six sections of four cards: The Month So Far (New Business Won, Service Work Sold, Service Revenue Booked, Work Completed), then Jobs, Inspections, Services, Service Quotes and Quotes. Every card except the rates drills into its grid, windowed to the month on screen. The month is written into the URL.
What it is worth
- The headline row is the meeting's first question. Won, sold, booked and completed, before anyone scrolls.
- Numbers in context. The progress bar makes the figures honest: forty percent of last month's revenue at mid-month is fine, on the 28th it is not.
- Page back and everything follows. Step to last month and every card and every drill link re-windows with it.
- A month you can send. The URL carries the month, so any view can be bookmarked or pasted into a message.
Pays for itself the first Monday meeting that opens on this page instead of a spreadsheet.
6 Month Review
Open 6 Month ReviewWho it is for
The same people, asking whether this month is a blip or a trend.
Without it
A single month has no context. One bad month looks like a crisis, and a slow slide over half a year looks like nothing at all.
What it shows
The same metrics as Month In Review, plotted as trend lines across the last six months, in the same sections and the same colours, so the two pages read as one. A Show Data Tables toggle reveals the monthly figures beneath each chart.
What it is worth
- Direction, not just position. The shape of six months says more than any one month's number.
- One vocabulary. A metric keeps its colour from the monthly page, so nobody has to re-learn the legend.
- Figures for the people who want figures. The data tables are the same numbers as the chart, one toggle away.
Pays for itself the first time a "bad month" is seen as the fourth in a row, or as the only dip in six.
Reading the four together
- Dashboard is right now. Open it first.
- Month In Review is this month, with a pager for any other month.
- 6 Month Review is the trend behind this month.
- AI Analysis is for the question none of the other three answer.
- When a number needs more depth, follow the View Details link to that business line's own dashboard: Quoting, Inspections or Service.
Rules every Analytics page keeps
- Every card drills. Stat cards and chart segments open the source grid, pre-filtered, and the counts reconcile.
- Every page is company-wide. Nothing here is scoped to the signed-in user. You narrow by choice, not by login.
- Periods are consistent. The same period picker appears wherever a period applies, and a period chosen on one page is carried into the page you drill into.
- The URL is the state. Windows and filters live in the address bar, so any view can be bookmarked or shared.