Know Which Work Actually Pays

Seven reports across revenue, services, clients, orders, statuses, accounts and coupons — filtered by any date range and exportable in one click.

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Reports revenue dashboard with overview charts and revenue by service

Seven Reports

One Tab for Every Question You Ask

Same date filter across all seven — change the range once and every report follows.

Revenue

Daily revenue, revenue by service and client, plus every transaction.

Services

What each service earns, and how many orders it pulls in.

Clients

Growth curve, revenue per client, and your top accounts ranked.

Orders

Six-month order trend and completed orders per service.

Statuses

Where orders sit, and what each team member is carrying.

Accounts

Client wallet balances and deposits taken in the period.

Coupons

Which codes were used, how often, and what they actually earned.

Export anything

Transactions, invoices, clients, services, orders and ratings.

Clients report with client revenue metrics and revenue by client

Clients Report

See Who Actually Carries the Business

Revenue per client, orders per client, and how many new ones arrived each month — so you know who to keep close and where growth is really coming from.

Total, new and average revenue per client
Six-month growth curve
Top clients ranked by revenue and order count
Export the whole client list in one click

Services Report

Find the Services Worth Selling More Of

Revenue and order count side by side for every service. The one that sells most isn’t always the one that earns most — this is where you see the difference.

Revenue by service, ranked
Orders by service, side by side with revenue
Active vs total service count
Average revenue per service, period on period
Services report with service revenue and order count
Statuses report with order status distribution and task status

Statuses Report

Spot the Bottleneck Before Clients Do

Every order counted by status, plus a per-member breakdown of what’s pending, submitted, working, complete or cancelled. When work piles up somewhere, it shows here first.

Status distribution across all orders
Assigned orders per team member, by status
Six-month order trend
Export orders, order ratings and ticket ratings

Accounts & Coupons

Wallet Balances and Discount Impact

Accounts and coupons reports with wallet balances and coupon usage

Every Report Leaves the Building

One click sends any view to CSV or Excel — for the accountant, the board deck, or your own spreadsheet.

Transactions & invoices

Every payment and invoice in the range, ready for the accountant.

Clients & accounts

Client list with revenue, orders and wallet balances attached.

Orders & ratings

Orders with status, service and the rating the client left.

Services & coupons

Service performance and coupon usage, code by code.

“We found out our best-selling service was our third most profitable. Two months later we’d repriced it. That one report paid for the whole year.”

Nathan White

Managing Director, White Peak Consulting

Stop Guessing Where the Money Comes From.

Seven reports, one date filter, and an export button on every one.

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