> ## 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.
# Explore advanced KPIs, trends, and financial forecasts
> The BI dashboard shows gross margin trends, revenue by trade and division, labor productivity, and AI-powered forecasts — all filterable by time period.
The Business Intelligence dashboard goes beyond the overview KPIs to show you where your revenue is coming from, where costs are running over, and where your numbers are likely to land next quarter. Everything is organized into three sections — a KPI grid, trend charts, and predictive forecasts — so you can move from high-level health checks to root-cause analysis without leaving the page.
Navigate to **Analytics > Business Intelligence** to open the dashboard.
Business Intelligence is available on the **Professional plan** and above. The KPI grid and forecast charts are not visible on the Starter plan.
## KPI grid
The KPI grid shows metrics across four categories. Click any card to open a detail panel with a full breakdown.
### Financial
| Metric | What it measures |
| ------------------- | ----------------------------------------------------------------------- |
| Revenue by trade | Total revenue split by trade type (electrical, plumbing, general, etc.) |
| Revenue by division | Revenue attributed to each division in your organization |
| Gross margin | Revenue minus direct costs, expressed as a percentage |
| Average deal size | Mean contract value for won estimates in the period |
### Operations
| Metric | What it measures |
| ----------------------- | ----------------------------------------------------------------- |
| Project throughput | Number of projects completed in the period |
| On-time completion rate | Percentage of projects finished by their target date |
| Project cost variance | Budget vs. actual cost across active and recently closed projects |
| Labor productivity | Revenue generated per labor hour across all active projects |
### Sales
| Metric | What it measures |
| ------------------- | ----------------------------------------------------------- |
| Win rate | Estimates sent vs. estimates won |
| Pipeline velocity | Average number of days from estimate sent to won or lost |
| Conversion by trade | Win rate broken down by trade type |
| Proposal engagement | Percentage of sent proposals that were opened by the client |
### Customer
| Metric | What it measures |
| ---------------------- | ------------------------------------------------------------ |
| New client acquisition | Clients added in the period |
| Repeat client rate | Clients with more than one project in the last 12 months |
| Revenue per client | Average revenue attributed to each active client |
| Client retention | Clients retained vs. churned compared to the previous period |
The **Project cost variance** card is particularly useful during a busy season — a large positive variance on multiple projects is an early signal that your material or labor cost profiles need updating.
## Trend charts
Two interactive charts sit below the KPI grid. Both respond to the period selector at the top of the page.
**Area chart** shows cumulative values over time — best for understanding total volume and spotting when growth accelerated or flattened.
**Line chart** shows period-over-period comparisons — best for identifying repeating patterns or seasonal swings.
### Changing the active metric
Use the metric selector above the charts to switch between:
* **Revenue** — Total and projected revenue
* **Projects** — Project volume and completion count
* **Clients** — Client acquisition and retention
* **Win rate** — Estimate-to-close conversion percentage
The chart granularity adjusts automatically based on your selected period:
| Period | Chart buckets |
| ------------ | ------------- |
| Last Week | Daily |
| Last Month | Daily |
| Last Quarter | Weekly |
| Last Year | Monthly |
### Drilling down
Click any data point on either chart to open a side panel listing the individual records that make up that value — estimates, projects, or invoices depending on the metric. From there you can navigate directly to any record.
Drill-down panels show up to 50 records. For larger data sets, export the underlying data and filter in your spreadsheet tool.
## Predictive forecasts
The forecast section uses your historical data to project forward. Two elements appear here:
**Forecast chart** — A continuation of the trend chart with a shaded confidence interval. The solid line is the point estimate; the shaded band shows the range the model considers likely based on variance in your past data.
**Methodology summary** — A plain-language explanation of how the forecast was calculated, including the number of historical periods used, whether seasonal adjustment was applied, and the confidence level assigned to the projection.
Forecast accuracy improves significantly after you have at least 6 months of project and revenue data. Forecasts generated from fewer than 90 days of data are labeled **Low confidence** and should be treated as directional only.
## Exporting BI data
You can export the data underlying any chart or KPI card to a CSV file.
Click the KPI card or use the metric selector to focus the chart on the data you need.
Click the **•••** menu in the top-right corner of the chart or detail panel.
Choose **Export to CSV**. The file downloads immediately with one row per data point and columns for date, value, metric name, and any applied filters.
Exported files are named `ccp-bi-{metric}-{period}-{date}.csv` and include the time period and filter state in the first few rows so you have context when you open them later.
## Related pages
The main dashboard with KPI cards, trend charts, and recent activity.
Build reports with your own metric combinations, filters, and scheduled delivery.