> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contractor-co-pilot.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Monitor revenue, projects, and win rate in one place

> Track revenue, active projects, estimate win rate, and active clients — updated each time you change the period selector, with trend vs. the prior period.

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.

<Info>
  Analytics requires the **Professional plan** or higher. If you see an upgrade prompt instead of data, go to **Settings > Billing** to change your plan.
</Info>

## 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.

## 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:

| Period       | What it covers         |
| ------------ | ---------------------- |
| Last Week    | The previous 7 days    |
| Last Month   | The previous 30 days   |
| Last Quarter | The previous 90 days   |
| Last Year    | The previous 12 months |

Switching the period updates the KPI cards, the trend charts, and the recent activity feed instantly.

<Tip>
  Start with **Last Quarter** for a balanced view — wide enough to show seasonal patterns, narrow enough to keep the data actionable.
</Tip>

## Trends and forecast charts

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.

## 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.

## 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.

<Note>
  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**.
</Note>

## Explore further

<Columns cols={2}>
  <Card title="Business Intelligence" icon="chart-column-increasing" href="/analytics/business-intelligence">
    Advanced KPIs, gross margin trends, revenue forecasting, and drill-down breakdowns by trade and division.
  </Card>

  <Card title="Custom Reports" icon="file-chart-column" href="/analytics/custom-reports">
    Build reports from scratch, choose your metrics and filters, and schedule automated email delivery.
  </Card>
</Columns>