Business Metrics

Business Metrics

Monitor your business in real time with smart dashboards and KPIs—get a clear view of jobs, sales, costs, and team performance at a glance.

Tablet showing Accounts Integration

Live Dashboards

View real-time data on jobs, sales, and team performance at a glance..

Instant Insights

Quickly spot trends and gaps to drive smarter business decisions.

Custom KPIs

Track the metrics that matter most—job margins, leads, and more.

Data-Driven Growth

Use performance data to streamline, scale, and improve profit.

Ascora integrating with Xero

Smart Dashboards

Ascora’s intelligent dashboards give you a real-time overview of your entire business—showing job progress, revenue, costs, and team performance. Instantly see where things stand without jumping between tools or spreadsheets.

Ascora integrating with Xero on the portal

Built-in Reporting Suite

Description: Access a full range of reports including Job P&L, WIP summaries, technician chargeability, and profit per hour. All reports are filterable, exportable, and updated in real time—so you always have the answers at hand.

Ascora integrating with Xero

Jobs and Scheduling Reports

Monitor the flow of work with detailed reports on job statuses, bookings, technician allocations, and scheduled tasks. These reports help you stay ahead of delays, manage team capacity, and ensure every job is progressing on time.

Job Gantt Chart

View job schedules and overlaps in a Gantt chart

Job Creation

View all jobs created within a selected date range

Job Bookings

View all jobs booked within a selected date range

Job Work In Progress

Track financial values for jobs with selected statuses

Jobs Not Completed

See a detailed list of jobs that could not be completed

Job List Report

Browse a list of all jobs in your system

Callout Report

Compare callout charges with travel time costs

Site Contract Report

View detailed job info for each contract site

Service Job Reports

View completed jobs with labour and equipment details

Ascora integrating with Xero

Jobs and Scheduling Reports

Monitor the flow of work with detailed reports on job statuses, bookings, technician allocations, and scheduled tasks. These reports help you stay ahead of delays, manage team capacity, and ensure every job is progressing on time.

Job Gantt Chart

View job schedules and overlaps in a Gantt chart

Job Creation

View all jobs created within a selected date range

Job Bookings

View all jobs booked within a selected date range

Job Work In Progress

Track financial values for jobs with selected statuses

Jobs Not Completed

See a detailed list of jobs that could not be completed

Job List Report

Browse a list of all jobs in your system

Callout Report

Compare callout charges with travel time costs

Site Contract Report

View detailed job info for each contract site

Service Job Reports

View completed jobs with labour and equipment details

Ascora integrating with Xero on the portal

Sales and Quotes Reports

Track performance from initial lead to closed deal. These reports show quote conversion rates, sales by team member, pipeline value, and more—giving you clear visibility into what’s working and where to improve.

Sales Performance

View closed quotes and salesperson performance

Sales to Actuals Report

Compare closed quotes with actual sales by rep

Quote List Report

Browse a list of all quotes in your system

Ascora integrating with Xero

Invoicing and Payments Reports

Monitor issued invoices, payment status, and overdue accounts. These reports help you stay on top of cash flow, track collections, and ensure timely follow-ups for better financial control.

Invoice Report

List all invoices created or processed in a date range

Invoices Sent To Account

See invoices sent to your accounting system

Supplier Invoice Report

List all supplier invoices within the selected date range

Customer Invoices

View invoices created within a selected date range

Payments Report

View a list of all payments added during a time period

Payment & Job Summary

View payments received and related job and invoice details

Ascora integrating with Xero on the portal

Financial Reports

Gain a clear view of your business performance with profitability breakdowns, cost summaries, and margin insights—helping you make smarter financial decisions.

Job Profit & Loss

Break down financial values for jobs including profit and loss

Job Profitability

Compare job costs with invoiced revenue for the period

Job Actuals

View actual costs and sell values for labour and supplies

Job Actuals - WIP

View monthly cost and profit details for in-progress jobs

Job Actuals Revenue

Compare job costs and revenue between dates

Job Cost Phasing

Track when and where job costs are incurred over time

Cost of Goods Sold

View sold supply values by cost of goods code

Product Usage Report

See cost and value of all supplies sold

Inventory Transactions

Track recent inventory changes across your supplies

Ascora integrating with Xero

Timesheet Reports

Review staff hours, compare job labor against timesheets, and track technician productivity—ensuring accurate payroll and performance insights.

User Timesheet

Review times recorded by each user in a date range

Timesheet Editing

Edit user timesheets for accurate time tracking

Timesheet Labour

Compare job labour hours with user timesheets daily

Check In/Out Report

View when users checked in and out during their workdays

Chargeable Time

Compare chargeable time vs total time logged by each tech

Profit Per Hour

View profit per hour for each technician