Reports

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Sales Summary

⤓ CSV
Invoices
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—
Revenue (excl. tax)
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—
Sales tax billed
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—
Avg Ticket
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—

Daily Revenue

⤓ CSV
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Revenue by Category

⤓ CSV
Revenue (excl. tax)
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Invoices
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Average Ticket
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Daily Revenue

⤓ CSV

Period Comparison

Recent Invoices

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KPI Scorecard

Scored 0–100 against published industry bands
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Parts Margin Leaders

⤓ CSV
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Accounts Receivable (Open Balances)

⤓ CSV
Total A/R
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0–30
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31–60
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61–90
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90+
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Payment Method Mix

⤓ CSV
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Refunds & Voids

Partial refunds + voided invoices + credit notes ⤓ summary ⤓ detail
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

From your own closed ROs
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Technician Hours

⤓ CSV
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Technician Productivity Scorecard

⤓ CSV
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Billed ÷ Paid Hours

Labor billed on invoices in the window, against hours on the shift clock. A technician with no login has no clock hours to compare.

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On-Time Arrivals

From the tech's "Arrived" on the job: within 15 minutes of the booked start counts as on time, or by the end of the arrival window when the visit had one.

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The Week in the Field

Problems technicians reported, unplanned parts runs (by reason, technician and store), and the miles driven, for the last 7 days.

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Efficiency by Tech

Flat-rate hours billed vs hours clocked
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Comebacks by Tech

Last 180 days
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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

⤓ CSV
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How Customers Found You

⤓ CSV

From each customer's "How they found you". A returning customer's work keeps counting toward the source that first brought them. Revenue is before tax.

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Top Vehicles Serviced

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Low Stock

⤓ CSV View parts
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Top Parts by Margin

⤓ CSV
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