Reports
Sales Summary
⤓ CSVInvoices
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Gross Revenue
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Tax Collected
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Avg Ticket
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Daily Revenue
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Revenue by Category
⤓ CSVGross Revenue
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Invoices
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Average Ticket
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Daily Revenue
⤓ CSVPeriod Comparison
Recent Invoices
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KPI Scorecard
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Parts Margin Leaders
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Accounts Receivable (Open Balances)
⤓ CSVCurrent
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30 days
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60 days
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90+ days
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Payment Method Mix
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Total refunded
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Refund rate
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of gross revenue
Voided invoices
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Credit notes
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Shop Health
Repeat customers
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≥2 ROs in last 12mo
Hours / RO
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Billed labor hours
Estimate → Approved
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conversion rate
Cycle time
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DRAFT → PAID
RO state distribution
Top Fixes & Your Labor Times
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Technician Hours
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Technician Productivity Scorecard
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New customers
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— of total
Returning
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— of total
Total in window
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unique customers invoiced
Top Customers
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Top Vehicles Serviced
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Top Parts by Margin
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