Interactive visuals, trend charts, and at-a-glance summaries.
High-level KPIs — revenue, active jobs, customers, and job counts with monthly trends and equipment status.
Tabbed visual dashboard covering revenue trends, operations, customers, financials, and powder usage with interactive charts.
AI-projected 30/60/90-day cash position based on open invoices, outstanding bills, and active job pipeline.
AI scans recent bills and expense trends for duplicate entries, unusual amounts, and accounts running over their historical average.
Printable data reports for accounting, operations, and inventory.
Invoiced vs collected, outstanding balances, AR aging buckets, and recent payment activity.
Revenue, COGS, gross profit, and operating expenses for any date range. Exportable to PDF.
Vendor spend, accounts payable aging, expense breakdown by account, and monthly P&L comparison.
Outstanding customer balances by age — current, 30, 60, and 90+ days. Exportable to PDF.
Every open invoice with aging bucket, days overdue, contact info, and balance due.
Snapshot of assets, liabilities, and equity as of any date.
Revenue, collections, outstanding balance, and invoice count ranked per customer.
Detailed breakdown of sales by customer, job type, and period.
Invoice-basis tax liability: taxable vs non-taxable sales, tax billed by account and month, full invoice detail.
New customer acquisition trends, lifetime value rankings, and quote conversion funnel.
Customers segmented by recency — active, at risk, lapsing, churned, or never ordered.
Job status breakdown, appointment metrics, worker performance, and equipment health.
Active jobs ranked by days spent in their current status. Quickly spot bottlenecks and overdue work.
Average, min, and max days spent in each workflow stage for completed jobs.
Monthly revenue, job count, and average order value trends with breakdowns by customer type and priority.
Powder consumption by color with monthly lbs and cost trends. See which colors drive the most usage.
Compare purchased vs consumed powder per SKU. Track waste, variance, and restocking needs.
Daily consumption rates and days-to-stockout per item. Critical and low-stock items highlighted.