All features
Reports & dashboards
The numbers, the way you think about them.
Build reports in a spreadsheet-style editor, define your own calculations, and pin charts to a dashboard. No exporting to Excel to answer a simple question.
Report builder
Pick columns, filter, group, and preview live.
Custom calculations
Close rate, average ticket, and your own formulas.
Dashboards
Pin charts and numbers to your home screen.
01
Ask your own questions
The report builder works like a spreadsheet that's always up to date.
- Choose columns and add filters with a click
- Group by rep, stage, location, or month
- Live preview while you build
02
Calculations
Define a metric once and use it in any report or widget.
- Formulas over your job, estimate, and payment data
- Time-based views, such as how long jobs sit in each stage
- Outlier analysis to spot jobs that are stuck
03
Dashboards
Everyone sees what matters to them when they log in.
- Charts, numbers, and lists as dashboard widgets
- Scoped to what each person is allowed to see
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