Reports & analytics

See how the business is performing — revenue trends, project activity, inventory utilization, and financial metrics — in one place.

1. 1

   Open Reports & Analytics

   Find it in the sidebar.

   • In the left sidebar, under Management System, click Reports & Analytics.
   • This is your live performance dashboard — revenue, projects, and inventory, all on one page.
   
2. 2

   Pick a view and a time period

   Scope what you see.

   • Switch between the three tabs at the top: Financial, Project, and Inventory.
   • Set the range on the top-right — enter a custom From / To, or tap a quick filter: 7d, 30d, 90d, or 1y.
   • Every number and chart on the page updates automatically for the range you choose.
   
3. 3

   Read your headline numbers

   The three cards up top.

   • Total Contract — the value booked in the selected range.
   • Avg Contract — average value per project.
   • New Projects — deals booked in the range.
   
4. 4

   Study revenue and top accounts

   Trends and where money comes from.

   • The Revenue — booked vs realized chart compares what you booked against what you actually collected, month by month.
   • Revenue by account type and Top accounts by revenue show where revenue is concentrated and which customers drive it.