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Reporting & Analytics

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See what’s in the pipeline, how the team is performing, and whether you’re hitting your targets.

When to use

Use Reporting & Analytics any time you need a view across the data — not a single record. The module covers:

  • Live dashboards for the things you watch daily (sales pipeline, job manager).
  • Operational reports with date / rep / category / branch filters.
  • Sales targets and forecasts.
  • Quality and timeliness metrics like IFOTIS.
  • Labour and leave tracking.

Everything either renders inline or exports to PDF / Excel.

Overview

Three places to find reporting:

  • Dashboards — interactive, kanban-style or grid views, refreshed live as data changes (Sales Pipeline, Job Manager).
  • Reports list — under Reports in the main menu, a searchable list of every parametrized report. Pick filters, run.
  • Sales Targets — under CRM → Sales Targets, an editable matrix of rep Ă— category Ă— month.
Screenshot pendingReports list view filtered to My Favourites, showing report categories

Key features

Sales Pipeline (Dashboard)

A kanban board of open opportunities grouped by their display stage (New → Qualifying → Estimating → Draft → Sent). Each card shows the title, customer, sales rep, Reporting Value (the primary quote’s active revision price), and the probability-weighted forecast.

Filter by sales rep, branch, or category. Click any card to open the opportunity.

Access: CRM → Sales Pipeline.

Job Manager (Dashboard)

Every active job as a row, with one column per task display abbreviation (e.g. MFGD, PWDC, GLZE). Each cell shows the task’s completion percentage with a colour code. Sort and filter by stage, due date, branch, or overdue flag.

Access: Jobs → Job Manager.

Estimator Performance (Dashboard)

A view of estimating throughput per estimator. Driven by Estimation Completed On (the explicit “I’m done estimating” timestamp, not when the quote was sent). Shows quotes-per-week, on-time vs late vs overdue, average duration.

Access: Reports → Dashboards → Estimator Performance.

Maintenance dashboard

Open maintenance requests by status, chargeability, and assignment.

Access: Reports → Dashboards → Maintenance.

Reports list

The full inventory of parametrized reports. Categories include:

Sales (10 reports)

  • Open Opportunities — active pipeline by rep / category / branch.
  • Expired Opportunities — past Sales Date, no closure.
  • Open / Expired Quotes — quote-level visibility with revision status.
  • Quotes Requiring Follow-Up — flagged by follow-up date.
  • Quote Performance — win/loss rates by category, source, region.
  • Customer Quote Performance — per-customer batting average.
  • Opportunity Conversion — funnel from New → Qualifying → Quoting → Won.
  • Lost Opportunities By Reason — histogram of why deals were lost.
  • Opportunities By Source / Region — pipeline segmentation.
  • Won Quotes — closed/won deals over a date range.

Sales vs Target & Forecasting

  • Sales vs Target — actual won value vs target, by rep Ă— category Ă— month. Unplanned wins (categories with no target) shown in italics.
  • Pipeline Forecast — open opportunities bucketed by probability, with a grand-total weighted forecast.

Jobs

  • Site Measure Summary — printable measurement record.
  • Site Measures To-Do — outstanding site measures.

Maintenance (9 reports)

  • Open requests, requests to invoice, chargeable by date, historical complete, by reason, by assignee, printable site form, dashboard.

Labour & HR (5 reports)

  • Staff Timeclock — actual hours per employee per day.
  • Staff Timeclock — Late — late arrivals / early departures.
  • Staff Timeclock — Specific — custom employee + date range.
  • Staff Claims — personal expense claims (mileage, materials).
  • Approved Leave — leave taken in a date range.

Each report shows a parameter prompt before running. Output renders to PDF and can be exported to Excel.

Sales Targets

Effective-dated targets per Employee Ă— Job Category Ă— Month:

  • Open CRM → Sales Targets.
  • The matrix shows each sales rep down one axis and job categories across the other. Pick the month with the date picker.
  • Type a target into a cell. The target rolls forward each month until you supersede it with a new target.
  • Run Sales vs Target to see actuals against targets.

Pipeline Forecast

Buckets open opportunities by their Probability % (e.g. 90%, 50%, 20%). For each bucket: opportunity count, total Reporting Value, probability-weighted contribution. Grand total is your expected-value forecast for the period.

IFOTIS (job quality)

In Full, On Time, In Spec is computed per JobPart when the part reaches a terminal stage with an Actual Delivery Date. See Job Management → IFOTIS for how the three flags resolve. Aggregating IFOTIS across jobs is on the roadmap; for now the records exist on each JobPart and can be filtered in the JobPartIFOTIS list view.

Favourites and customisation

  • My Favourites — tick a report’s favourite flag to add it to your personal short-list. Toggle the Reports list view to My Favourites to focus on what you actually run.
  • Company Favourites — admins can flag reports as company-wide defaults so they show at the top of the list for everyone.
  • Categories — admins maintain a Report Category list to organise reports into sections.

How to: open the Sales Pipeline

  1. Main menu → CRM → Sales Pipeline.
  2. The kanban loads with one column per display stage.
  3. Use the filter bar (rep, branch, category) to narrow the view.
  4. Click any card to open that opportunity in a new tab.

How to: run a report

  1. Main menu → Reports.
  2. (Optional) Switch the view filter to My Favourites or Company Favourites.
  3. Click the report you want.
  4. The parameter prompt appears — set Date From / To, Sales Reps, Categories, Branches, etc. as available.
  5. Click OK. The report renders inline.
  6. Export to PDF or Excel using the toolbar.

How to: set sales targets for the year

  1. Main menu → CRM → Sales Targets.
  2. Set the date picker to the first month of the year.
  3. For each sales rep Ă— category, type the monthly target.
  4. Save. Targets roll forward — set a new target later in the year to supersede.
  5. Run Sales vs Target to track progress.

How to: favourite a report

  1. Open Reports.
  2. Find the report you run regularly.
  3. Tick the Favourite column (or open the report’s detail and toggle the flag).
  4. Switch the view to My Favourites — it appears.

How to: see who’s overdue on follow-ups

  1. Reports → Quotes Requiring Follow-Up.
  2. Set the date range (e.g. today).
  3. Group by sales rep, export to share.

Alternatively, from CRM → Sales Pipeline, filter to Overdue — opportunities where Sales Date ≤ today glow as the priority.

Tips & gotchas

  • Reporting Value can be null. It’s null until an opportunity has a primary quote with an active revision. New opportunities — and opportunities still in the prospect stage — won’t show a value in pipeline reports.
  • Weighted Value depends on Probability. A 100% probability and a 0% probability both contribute differently — set Probability honestly so the forecast means something.
  • Sales Date is the follow-up calendar. Reports like Expired Opportunities and Quotes Requiring Follow-Up lean on it. Keep it accurate or the reports lose their teeth.
  • Sales vs Target shows unplanned wins. Wins in a category with no target set appear in italics. That’s intentional — they count as revenue, but they also tell you you’ve got an untracked product line.
  • IFOTIS counts customer-caused changes correctly. A delivery date change with a reason flagged Affects On-Time = false doesn’t break the On-Time flag. Make sure your Delivery Date Change Reasons list distinguishes customer-caused from internal-caused.
  • Estimator Performance uses Estimation Completed On, not Sent On. The gap between those two (“estimator finished, sales rep sat on it”) doesn’t count against the estimator.
  • The Reports list has no built-in sharing. If you build a custom report, anyone with access to the Reports list will see it; favouriting is per-user.
  • CRM — the data source for every sales report; Sales Pipeline kanban lives here
  • Job Management — Job Manager dashboard, IFOTIS, delivery performance
  • Time Recording — the data behind the Staff Timeclock and Claims reports
  • Administration → Settings — Report Categories, Sales Target setup, Delivery Date Change Reasons
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