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The Analytics dashboard gives you a single place to track how your business is performing. Four KPI cards load as soon as you open Analytics, each showing the current value for your selected time period alongside a percentage change compared to the previous period. Below the cards, a revenue trend chart and a projects trend chart let you spot patterns before they become problems.
Analytics requires the Professional plan or higher. If you see an upgrade prompt instead of data, go to Settings > Billing to change your plan.

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What you see on the dashboard

The four KPI cards show:
  • Total Revenue — All recognized revenue for the selected period.
  • Active Projects — Projects currently in progress at any point during the period.
  • Estimate Win Rate — The percentage of sent estimates that converted to won deals.
  • Active Clients — Clients with at least one estimate, project, or invoice in the period.
Each card shows a trend arrow and a +/– % vs last period label so you can see direction at a glance.

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Filtering by time period

Use the period selector in the top-right corner of the dashboard to change the date window. Four options are available: Switching the period updates the KPI cards, the trend charts, and the recent activity feed instantly.
Start with Last Quarter for a balanced view — wide enough to show seasonal patterns, narrow enough to keep the data actionable.
Two charts sit below the KPI cards:
  • Revenue trend — An area chart showing cumulative revenue week by week, with a forecast overlay projected from your historical data.
  • Projects trend — A line chart showing project volume, also with a forward projection.
Both charts use the same time period you selected in the picker. Granularity adjusts automatically: weekly buckets for quarter and year views, daily buckets for week and month views.

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Recent activity feed

Below the charts, the recent activity feed lists the latest actions across estimates, projects, and invoices. This is a live audit trail — not a summary — so you can quickly see what changed and who touched it.

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Who can see Analytics

Analytics is visible to Owner and Admin roles by default. Field crew and other limited-access members do not see the Analytics section in the sidebar.
If you need to grant analytics access to a manager or estimator, ask your organization Owner to update that member’s role in Settings > Team.

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Explore further

Business Intelligence

Advanced KPIs, gross margin trends, revenue forecasting, and drill-down breakdowns by trade and division.

Custom Reports

Build reports from scratch, choose your metrics and filters, and schedule automated email delivery.
Last modified on May 5, 2026