Reports and insights

The reports module gives you an overview of your business's key metrics — from revenue and lead conversion to team performance and complaints. Every report can be filtered by time period.

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Date picker

Every report tab shares the same date picker at the top:

• Preset periods: This week, this month, this quarter, this year
• Custom period: Pick a precise start and end date
• The date selection applies across every tab

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Overview

The overview tab gives you a quick snapshot of your business:

Key metrics (KPI cards)

Metric	Description
Total customers	Number of active contacts
Active leads	Leads in the pipeline (not converted/lost)
MRR	Monthly Recurring Revenue — the monthly recurring revenue from subscriptions
Active subscriptions	Number of active, non-paused subscriptions
Tasks in period	Number of tasks completed in the selected period
Lead conversion rate	Percentage of leads that became customers

Charts

• Lead pipeline — bar chart with leads per status
• Tasks by status — pie chart of planned, in-progress, completed and cancelled tasks

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Revenue

Monthly Recurring Revenue (MRR)

• Current MRR — your stable monthly income from subscriptions
• With/without VAT toggle
• MRR history — area chart showing MRR over time
• Useful for spotting growth or decline in stable revenue

Revenue per service

A table of your services with:

• Number performed in the period
• Average price per execution
• Total revenue per service

Actual task revenue

Bar chart of realized revenue from completed tasks, broken down by source (subscription vs. one-off task).

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Leads

Lead analytics

• Leads created in the period — trend chart
• Source breakdown — which channels produce the most leads (Facebook, webhook, manual)
• Status breakdown — leads per pipeline stage
• Conversion funnel — visual flow from new → contacted → qualified → converted

Tip: Compare lead sources to figure out which campaigns and channels deliver the best ROI.

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Tasks

Task analytics

• Tasks created/completed in the period
• Tasks per team member — who has the most tasks?
• Completion rate — percentage of tasks that were completed (not cancelled/postponed)

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Subscriptions

Subscription analytics

• Active subscriptions over time — growth chart
• Subscriptions per service type — which services are most popular as subscriptions?
• Churn metrics — how many subscriptions are cancelled per period

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Team members

Team performance

Key metrics:

KPI	Description
Active team members	Number of active field workers
Tasks completed	Total number of completed tasks in the period
Sick days	Total number of sick days
Vacation days	Total number of vacation days

Team member table

Detailed table per team member:

• Number of tasks
• Completion rate
• Hours worked
• Performance vs. estimate

Charts

• Tasks per team member — stacked bar chart
• Absence — sick days and vacation days per team member
• Period comparison — compare two periods to see trends

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Complaints

Complaint analytics

• Complaints per type — pie chart showing which complaint types occur most often
• Complaints per team member — bar chart showing which field workers most frequently appear in complaints
• Complaints over time — trend chart per month

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Field data

Operational efficiency

Key metrics:

KPI	Description
Total logs	Number of tasks with completion data
Optimization rate	Share of tasks that were route-optimized

Weekly trend

Trend chart showing your operational metrics week by week.

Team-member details

Per-team-member table with:

• Actual time vs. estimated time — is the team member spending more or less time than estimated?
• Deviation in percent
• Useful for updating time estimates and calibrating team-member multipliers

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Map

The map tab shows your customers' addresses as markers on an interactive map.

• Geographic overview — see where your customers are concentrated nationally
• Territory planning — identify which postcodes and cities have the most customers, and use it to distribute team members geographically
• Click a marker to open the customer page directly

Tip: The map tab does not use the date filter — it shows every active customer regardless of the selected period.

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Common ways to use reports

Monthly business update

1. Pick "This month"
2. Start with Overview — check KPIs
3. Go to Revenue — has MRR grown?
4. Check Leads — are enough new inquiries coming in?
5. Look at Team members — is capacity utilized?

Optimize the sales effort

1. Go to Leads → Source breakdown
2. Identify your best lead source
3. Calculate cost per lead per channel
4. Adjust your marketing budget

Personnel planning

1. Go to Team members → Period comparison
2. Compare e.g. March with February
3. Is task volume growing? Do you need more team members?
4. Check absence — is there a pattern?

Quality control

1. Go to Complaints — is the number rising?
2. Check types — is a specific service generating complaints?
3. Look at Field data → Team-member details — is there a worker consistently exceeding the estimated time (quality issues)?

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