KPI Reports

The KPI Reports module is a reporting tool built to help Admins track income across different sources.

The KPI Reports are designed to support better decision-making by offering targeted insights into invoice aging, income flow, and other revenue-related metrics. 

The KPI Reports module is enabled by default. If you’d like to request deactivation, please contact our support team.
  • Once activated, navigate to Business IntelligenceKPI Reports to access the submodule.

Overview 

The Overview submodule gives you a high-level snapshot of the most important financial indicators. It’s ideal for quick check-ins or leadership meetings when you want a clear summary without digging into full reports.

It consists of 3 sections:

  • A/R Aging – Displays the current Open Balance (unpaid invoices due today) along with aging breakdowns by overdue periods

  • Revenue (Completed) – Shows revenue totals based on completed services

  • Revenue (In Progress) – Displays income tied to ongoing services that haven't been completed yet

Each section shows the sum of the services for the last five weeks and the amounts for the current month (MTD) and the current year (YTD)

  • To dive deeper into any of these data sets, click the View Full Report button next to the respective KPI section or use the sidebar to access its full submodule.

Revenue (Completed)

This submodule is based on the services, specifically on those that were marked as Completed by fieldworkers or office manager during the selected period. Since the report reflects final, completed work, it's perfect for financial tracking, invoicing follow-ups, and end-of-month revenue summaries.

For example: If you select May as your period, the report will show all services that were completed between May 1 and May 31, regardless of when they were started.

The page displays a wide range of information, such as: 

  • Workorder number and client name (both clickable)

  • Project address and service name

  • Start Date — when the first job for this service started

  • Completed Date — when the service status was changed to Completed

  • Class pricing (if any) 

  • Calculated totals:

    • Total for Service

    • Discount — applied proportionally, based on service prices

    • Total with Discount

    • Tax name and amount (if taxable)

    • Total with Tax

  • Invoice details (if the service was invoiced):

    • Invoice number (clickable)

    • Invoice creation and sent dates

Revenue (In Progress)

The Revenue (In Progress) submodule captures services that have already started but haven’t been completed yet. It’s your real-time view into what projects are active and potentially billable soon, and it's extremely useful for forecasting cash flow, managing job progress, and spotting bottlenecks in service delivery.

To appear in this submodule, a service must have at least one job, for the service has been started, and that service shouldn't be Declined or Completed.

The table here is similar to the one in Revenue (Completed), but with a few differences:

  • Workorder number, client, address, and service

  • Worked Hours — total hours On Site. Applied from the extended Schedule Report.

  • Start Date of the first job

  • Class pricing (if any)

  • Calculated totals:

    • Total for Service

    • Discount

    • Total with Discount

    • Tax name and amount

    • Total with Tax

Dynamic Behaviour

The reports update automatically based on service status. If a service appears in Revenue (In Progress) and then gets marked as Completed, it will move to Revenue (Completed) the next time you load the report.

Likewise, if a completed service is reverted to the New status, it will disappear from the Completed report and return to In Progress (as long as work has started). This dynamic tracking ensures you always see the most accurate picture of your income, both earned and in progress.

A/R Aging

The A/R Aging report is a powerful tool designed to show you which invoices were expected to be paid on a specific date. Think of it as a snapshot of accounts receivable for any given day — it reflects exactly what was unpaid at that time, and the data shown tablet is based on the Invoice Creation Date.

For example: If a payment came in on May 22, it will appear as paid only when you select May 22 or any day after that. If you view May 21, the invoice will still appear as unpaid.

A summary underneath the calendar gives you a quick overview of what was due on the current day and how long other invoices have remained unpaid. 

  • Open Balance – Total due amount as of today

  • Due periods:

    • 0–30 days

    • 31–60 days

    • 61–90 days

    • 91–120 days

    • 121+ days 

These columns represent the invoice’s age range as of the snapshot date. Once recorded, these values do not change, even if the invoice is later paid.