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Business Analytics
Review Site Stats and Personnel Performance
Viewing the Crews Statistics
Once you begin to manage multiple crews, you may want to track their performance and efficiency. ArboStar allows you to receive reports on the overall team cost and average MHR. To access the crew statistics, please navigate to the “Business Intelligence” → “Personnel ” → “Crews Statistics”. Select the date range to receive the reports for the specified time period:
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Expenses
Here you will find the existing expenses as well as you can add new ones. To access the “Expenses” section, please navigate to Accounting → Expenses. The expenses are presented both on a chart and in a list. You can filter the expenses information by date, creator, and employee. The filters can be used both separately and together. After all the necessary filters are chosen, please click “Go”. ![](h
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Estimator Statistics
In the "Estimator Statistics" module you have access to the analytics of estimators reports, employees MHR return, estimators MHR return. To access the estimator statistics, please navigate to the “Business Intelligence” → “Estimates” → “Estimator Statistics”. To filter the data, please either click on the “Choose Period” button and choose from the drop-down menu or please choose the “Current Only” option. ![](https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/capturepn
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User Statistics
To access the “User Statistics” analytics section, please navigate to the “Business Intelligence” → “Personnel ” → “User Statistics”. Here you can find the user statistics. It provides information about calls, the users who have answered/made the calls, the number and duration of incoming and outgoing calls. Below that, you can see the statistics for created leads, estimates, workorders, and
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Lead Statistics
In the "Lead Statistics" you have access to statistics about the leads that are available in the system. To access the insights of lead statistics, please navigate to “Business Intelligence” → “Clients” → “Lead Statistics”. To filter the statistics on its date, please click on the “date” fields and choose the necessary start and end dates. After that, please click “Go”. ![](https://storage.crisp.chat/u
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Quality Assurance
The “Quality Assurance” module provides valuable insights into quality assurance. Here you can find the already existing ones or create new ones. To edit the existing assurance, click on the “Pencil” icon. To hide an assurance, click on the “Eye” icon. To create a new assurance, click on the green “Plus”
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Support Vs. Field Payroll Report
To access the “Support vs. Field Payroll Report” section, please navigate to the “Business Intelligence” → “Personnel ” → “Support vs. Field Payroll Report”. Here you can find the reports for support and field payroll. To filter out a year with the appropriate worker type, please click on the bar with the according year/worker type. ![](https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00
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Client Payments Analytics
To access the analytics of “Client Payments” section, please navigate to the “Business Intelligence” → “Accounting” → “Client Payments”. Here you can find the analytics for existing payments for the chosen time period. To filter the statistics based on start and end date, please click on the “Date”, choose the necessary start and end dates and click “Go”. To access the data in the PDF format, please cl
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Sales Statistics
"Sales statistics" provides detailed insights about estimates, WO and invoices’ sales. To access the Sales Statistics, please navigate to “Business Intelligence” → “Sales”. On the left side of the screen, you are presented with a filter that can be adjusted according to your needs and preferences. To filter according to the client type, please click on the “Client Type” and choose the preferred
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Users History Log Analytics
To access the “Users History Log” section, please navigate to the “Business Intelligence” → “Personnel ” → “ Users History Log”. Here you can find the history log of the users. It covers the user’s name, the URL, date, user IP, etc. To see the data for a specific user, please click on the “Users Auth. Log.” button and choose the user from the dropdown list. ![](https://storage.crisp.chat/users/
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Near Miss/Incidents
To access the near miss/incidents lists, please navigate to the “Business Intelligence” → “Workorders” → “Near Miss/Incidents”. To access the report file in PDF format, please click on this icon.
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Sales Targets
In the “Sales Targets” section you can find the existing sales targets and create new ones. To access the “Sales Targets” section, please navigate to Accounting → Sales Targets. The targets are filtered per year. To access the information for a specific year, please click here and choose the year from the dropdown menu. ![](https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/11_c61gl2.
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Newsletter Statistics
The "Newsletter Statistics" module provides detailed information about newsletters, their statuses, and the total amount. To access statistics for newsletters, please navigate to the “Business Intelligence” → “Clients” → “Newsletter Statistics”. To filter the statistics on its date, please click on the “date” fields and choose the necessary dates. After that, please click “Go”. ![](https://storage.cr
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Invoices Reports
To access the invoices reports, please navigate to the “Business Intelligence” → “Invoices” → “Invoices Reports”. To filter the data according to date, please click on the “date” field. Here you can filter the data either according to the given periods or by custom range. Next to the list, you can see the chart. ![
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Workorders Reports
In the "Workorders Reports" you can find analytics for the overall corporate productivity. To access statistics for WOs, please navigate to the “Business Intelligence” → “Workorders” → “Workorders Reports”. The list is divided according to the WO statuses. In the list, you can find such information as WO quality, revenue/ loss, and due. Next to it, the information is presented in percentages. At the
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Absent Day Statistics
To access the “Absent Day Statistics” section, please navigate to the “Business Intelligence” → “Personnel ” → “Absent Day Statistics”. Here you can find the statistics for the absent days. It provides insights for why the employee has been absent: because of an illness, requested day off, no show, called in sick, suspension, one-week suspension for being constantly late, vacation, training, fired for doing side jobs, terminated, the total number of absent days as well as the day-offs giv
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GPS Tracking
To access the “GPS Tracking” section, please navigate to the “Business Intelligence” → “Personnel ” → “GPS Tracking”. Here you can find the statistics about GPS tracking on the map. To access the statistics, please choose the estimator, the date and click “Go”.
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Expenses Types
In the “Expenses Types” you will find all the existing expense types and you can create new ones. To access the “Expenses Types” section, please navigate to Accounting → Expenses Types. To edit the expense type, please click on the “Pencil” icon. To hide the expense type, please click on the “Eye” icon.
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Client Referrals Statistics
The "Client Referrals Statistics" module provides detailed information about where you have received your leads from and about their lead journey. To access statistics for client referrals, please navigate to the “Business Intelligence” → “Clients” → “Client Referrals Statistics”. To filter the statistics on its date, please click on the “date” fields and choose the necessary dates. After that, please c
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General Accounting Analytics
To access the “General” section for accounting, please navigate to the “Business Intelligence” → “Accounting” → “General”. Here you can find detailed information about the invoices. It provides data on paid, created and received invoices, expenses, and the balance. It also provides data on other stats, likes/dislikes, and leads services stats. ![](https://storage.crisp.chat/users/helpdesk/website/4
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Schedule Report
To access the schedule report, please navigate to the “Business Intelligence” → “Schedule” → “Schedule Report”. Here you have access to the reports on the schedule, schedule reports hours and the schedule report $/hours. The first graph gives information about the schedule reports. To filter out a year, please click on the bar with the according year. The graph below illustrates the schedule report hours
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Estimates Reports Statistics
In the "Estimates Reports" module you can find detailed information about estimates, estimates quality as well as the estimates’ revenue/loss. To access statistics for estimates reports, please navigate to the “Business Intelligence” → “Estimates” → “Estimates Reports”. To see the statistics for a specific estimator, please click on the “Estimators” button and choose from the drop-down menu. 