Reports & dashboards

Sales by market, cash flow, collections, team performance, and the report screens.

See how this fits the platform on the Dashboards & reporting page.

Executive dashboards

The executive areaReferenceThe Executive section of the sidebar groups the leadership views: sales, cash flow, collections and team.

Reports

Dead leads, lead source and custom reportsConceptReports live under Reports in the sidebar and include a dead-leads view, lead-source reporting and saved custom reports.

Custom reports

Custom reportsConceptBuild your own report on projects or customers, choosing the columns, filters, grouping and chart, and save it as private or shared.Updated Sep 2, 2026

Leaderboards

Setting sales goals for a location or a repHow-toGoals are set per year, and per location or per rep - not once for the whole company.LeaderboardsConceptThe Sales Leaderboard on the home dashboard ranks whoever a job is assigned to by signed or collected dollars for the period you choose.Updated Sep 2, 2026