Statistics

The statistics module gives you a clear picture of how your business is performing.

Dashboard

The main stats screen shows key metrics:

• Revenue — total invoiced amount for the period
• Quote conversion rate — percentage of quotes that become approved jobs
• Jobs completed — count and trend
• Average job value — mean invoice amount
• Outstanding payments — total unpaid invoice balance

Time periods

Switch between weekly, monthly, quarterly, and yearly views. Compare current performance against previous periods to spot trends.

Reports

Generate detailed reports for any date range:

• Revenue report — income breakdown by period, customer, or job type
• Quote report — quotes sent, approved, declined, expired
• Job report — jobs by status, completion times, staff assignment
• Stock report — usage, costs, reorder frequency

Export reports as PDF documents.

Tips

• Check the quote conversion rate weekly — if it drops, review your pricing or follow-up timing
• Use monthly reports for your BAS and bookkeeping
• The outstanding payments figure tells you exactly how much cash is tied up in unpaid invoices