14.A
Capability
Revenue over time
Daily, weekly, or monthly aggregation. Trend lines over a quarter, year, or custom range.
Why it matters
You see seasonality and growth without building a spreadsheet.
14.
Module · Analytics & Insight
Revenue is not profit.
Live reporting with filters for date range and CSV export when your accountant asks. The dashboard separates money collected from materials, subcontractor cost, and real margin.
Capability Sheet
Inside the module.
Each capability below is a real, shipping piece of the product — with the reason it matters in a working shop, not just what it does.
14.B
Capability
Gross profit dashboard
Revenue, materials cost, subcontractor/vendor cost, and real gross profit appear in the owner cockpit.
Why it matters
The Friday-night lookup is not just 'what did we collect?' It is 'what did we keep?'
14.C
Capability
COGS split
Materials and vendor cost are separated instead of being buried inside generic expenses.
Why it matters
You can tell whether margin is leaking through product usage, outsourced labor, or pricing.
14.D
Capability
Average ticket
Average ticket excludes partially paid orders so the number is not dragged down by open balances.
Why it matters
The KPI matches completed revenue reality instead of payment timing noise.
14.E
Capability
Member health
Active, cancelled, and at-risk member counts. Churn rate.
Why it matters
Catch the bleeding early — not after a quarter.
14.F
Capability
Lead → order conversion
Percent of leads that became orders, segmented by source and status.
Why it matters
The pipeline leak shows up as a number, not a vague feeling.
14.G
Capability
Top customers
Ranked by lifetime revenue.
Why it matters
You know who to call when you launch a premium package.
14.H
Capability
Service popularity
Which services ran the most volume and revenue.
Why it matters
The upsell you've been pushing either works or doesn't — by the numbers.
14.I
Capability
Marketing ROI
Revenue per source vs. spend per source.
Why it matters
The ad-budget conversation ends with a number, not a hunch.
14.J
Capability
Expenses insight
Expense reports show where money left the shop across vendor bills, materials, and cost categories.
Why it matters
The cost side becomes searchable instead of becoming a receipt pile.
14.K
Capability
CSV export
Every report exports to CSV.
Why it matters
The data doesn't live in a walled garden. Hand it to your accountant or a BI tool.
Integrations
Powered by.
RechartsCSV export
Related modules
Works with.
The modules that touch this one most directly. They share records and push data back and forth so you don’t have to.
13
Shop ops
Expenses & Subcontractors
Vendor bills, subcontractor costs, and materials roll into the same profit story as the order.
OPEN →
07
Growth
Memberships
Monthly or annual plans with Apple Wallet and Google Wallet passes.
OPEN →
08
Growth
Marketing Attribution
Tag every lead with the source that brought it. Track spend. See ROI per channel.
OPEN →
END OF MODULE 14 · ANALYTICS & INSIGHTSTART HERE