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.
Revenue & cash
Payments collected month by month, and how much of what you’re owed is going stale.
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 by status
Invoices by status
Operations
Job throughput from Dispatch and the service book — the delivery side of the business.
Jobs by type
Profitability
What each job actually earns: the linked invoice, minus labour (hours × your cost rate) and materials (linked purchase orders). Completed & invoiced jobs in the selected period.
Labour cost rate
Your fully-loaded cost per labour hour (wage + on-costs). Used to cost every job below. Not the rate you charge.
Cost breakdown
Least profitable jobs
Lowest gross margin first — where you’re leaking money.
How you compare
Your workspace against the market in your region, on figures that are actually comparable business-to-business. Aggregated and anonymous — a market figure only shows once at least five workspaces contribute, and you only ever see medians, never another business’s numbers.