The dashboard provides live insights into your business. The Analytics section provides non-financial metrics, such as number of in-store water tests, jobs and lapsed water tests. The Finance section provides financial reporting, such as revenue, product and staff performance.
Analytics
Summary panel
This section shows the number of completed jobs, new customers and water tests for the month. The bottom left of each section shows a comparison to the previous month.You can use the switch at the top left of the panel to see results from the previous month.
Store stats
This section shows the number of completed jobs and water tests over time. You can use the controls in the top left, to change the reporting period. Hovering over a section of graph will show the actual numbers recorded.
Lapsed water tests
This section shows any customers that have missed their next Lab test date. You can use the date filters, to find lapsed water test customers in a specific period. You can also use the export button to access a more detailed report, with contact details.
Finance
Summary panel
This section shows the revenue, number of invoices and average invoice value for the month. The bottom left of each section shows a comparison to the previous month. You can use the switch at the top left of the panel to see results from the previous month.
Sales
This section shows revenue and average invoice value over time. You can use the controls in the top left, to change the reporting period. Hovering over a section of graph will show the actual numbers recorded.
Products
This section reports on sales by product, and product category. You can use the controls in the top left, to change the reporting period. You can also download the report as a csv for more data.
Staff
This section shows staff performance, by number of jobs, revenue and number of tests. You can use the controls in the top left, to change the reporting period. You can also download the report as a csv for more data.
