Workspace · Insights
Insights
The workspace, end to end
From a design on the Canvas to a paid invoice — the one funnel a job-first tool can’t show you. Counts are within the selected period.
Design → paid funnel
Headline ratios
Conversion at each hand-off, so you can see where deals leak.
Design → quote
Quote win-rate
Avg quote
Collected
Revenue & cash
Payments collected month by month, and how much of what you’re owed is going stale.
Collected · period
Outstanding
Overdue
Payments collected
Last 6 months, from the Books payment ledger.
Receivables aging
Unpaid balances by how far past due they are.
Sales pipeline
Where your quotes and invoices sit right now — win-rate, and the value tied up at each stage.
Quotes sent · period
Accepted
Open value
Quotes by status
Invoices by status
Operations
Job throughput from Dispatch and the service book — the delivery side of the business.
Jobs · period
Completed
Completion rate
Services overdue
Jobs by type