---
title: "The dashboard and reports · BlastoClean docs"
description: "The owner’s dashboard, the needs-attention list, and every report — profitability, win-back, quote funnel, receivables, crew performance and capacity — with CSV export."
url: "https://www.blastoclean.com/docs/the-dashboard-and-reports"
---

# The dashboard and reports

Running the company · Web and mobile · 2 min read · updated August 13, 2026

**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, with collected revenue, accepted work, acceptance rate, the week ahead, open quotes by status and a needs-attention list](/images/docs/dashboard.webp)

## 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](/docs/your-room-and-task-library).

## The reports

![The reports page](/images/docs/reports.webp)

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](/docs/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.

![Reports in the mobile app](/images/docs/mobile-reports.webp)

The dashboard and the reports are on the phone too, so the owner's numbers ride
along. See [The mobile app](/docs/the-mobile-app).