Status Deck
Executive summary dashboard with leads/sales, production, finance, and HR tabs giving instant color-coded KPI visibility.
← All Features
Feature
Reports & Analytics
Get full visibility across every dimension of your business — exportable reports on finances, production, HR, sales, and safety with PDF, Excel, and CSV support.
What's included
Finance Reports
AR/AP summaries, cash flow timelines, project margin analysis, and profit reporting across your entire portfolio.
Production Reports
Active job status, milestone completion rates, schedule health, and on-time delivery tracking across all projects.
HR & Resource Reports
Crew utilization, capacity planning summaries, time tracking breakdowns, and weekly hours by team member.
Lead & Sales Reports
Pipeline analytics, conversion rates by source and rep, revenue forecasting, and lead velocity tracking.
Safety Reports
Weekly WHS checklist completion rates, per-crew compliance tracking, and automated safety summary PDFs.
PDF & Excel Export
Export any report as PDF, Excel, or CSV — ready for clients, accountants, or internal review.
Print Support
Formatted print views for every report — optimized for field handouts and office presentations.
Run your business on data,
not gut feeling.
Real-time reports across every module so you always know exactly where you stand.