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The dashboard and reports
Web and mobile2 min readUpdated
The dashboard shows the pipeline, money collected, the week ahead and a needs-attention list, and every number opens the exact list it was counted from; the reports behind it export to CSV in one click.
The dashboard
Four numbers across the top — money collected in the last 30 days, accepted work waiting to be done, your acceptance rate, and the visits and hours in the next seven days — then the quote pipeline by status.
Every number opens the exact list it was counted from. A figure you cannot drill into is a figure you end up not trusting.
The needs-attention list
Beside the pipeline is the list of things that will quietly cost you money if nobody looks:
- Quotes expiring within the week
- Visits where the customer asked for a different time
- Failed payments
- New quote requests
Estimated vs actual
Record how long visits really took when you complete them, and the dashboard shows how your estimates compare with reality. It is the number that tunes every future quote — see Your room and task library.
The reports
Which reports you have depends on your plan. Every paid plan includes the dashboard, Receivables, and each person's My week.
| Report | What it answers | Plan |
|---|---|---|
| Receivables | What is owed, by customer, and how long it has been waiting | Every paid plan |
| My week | My own visits and pay for the week | Every paid plan |
| Profitability | Which customers run below my target hourly rate | Pro |
| Quote funnel | Sent, accepted and declined by week — including why people said no | Pro |
| Crew performance | Completed visits, hours, revenue and no-shows per person | Pro |
| Leads | What the request form is actually bringing in | Pro |
| Retention / win-back | Who has not rebooked in 90 days, and what they used to spend | Business |
| Capacity | Booked minutes against available minutes, 1–12 weeks out | Business |
Two are worth calling out. Profitability flags the customers running below your target rate automatically rather than leaving you to notice. Capacity tells you that you are overbooked before a customer finds out for you.
Billing commercial clients on net terms? Receivables ages what is owed into 0–7, 8–30, 31–60 and over-60 days — from the invoice's due date for customers on payment terms — see Commercial cleaning mode.
My week is not a manager's permission. Every team member can open their own, whatever their role.
Getting the numbers out
Every report your plan includes exports to CSV in one click. On Pro and Business the same reports also flow into Zapier or Make on a schedule, with API keys and OAuth apps for building your own — so the numbers land wherever your team already works.
The dashboard and the reports are on the phone too, so the owner's numbers ride along. See The mobile app.