Revenue intelligence
Pipeline health, job margins, forecasts — the numbers, from the system of record.
Because quotes, orders, jobs, and the ledger are one system, reporting is not an export ritual — it is a live view. Dashboards surface pipeline value, revenue, per-job economics, and team performance from the same records that ran the work.
How it helps you
Margin per job, not per feeling
Job economics record revenue and cost per engagement — you see which work is worth doing.
Forecast from the pipeline you work
Stage probabilities turn the board into a forecast without a spreadsheet.
One version of the truth
Reports read the ledger and the pipeline directly — no reconciliation between tools.
The walkthrough
Run the business normally
Quotes, jobs, payments — the data is a by-product.
Open the reports hub
Revenue, pipeline, activity, and export-ready views.
Act on what stalls
Rot warnings and coach signals point at deals and jobs that need a human.
Shipped features behind this
From the same machine-readable catalog we publish at /features.json — what your AI reads to learn the platform.
Reports hub
The owner's numbers on one page: revenue by month, pipeline value by stage, lead sources, field-job status, and event attendance — every panel a view over endpoints the app already calls, charted with the dependency-free kit BarChart, and every panel exports its rows as CSV (money verbatim).
CSV export (contacts + orders)
Get your data out: one-click CSV downloads on the contacts and orders lists, built client-side from the rows the page already holds (RFC 4180 quoting, UTF-8 BOM for Excel, money written as the L-MONEY string — never parsed). The shared helper lib/csv.ts is the pattern for any list page.
Analytics & tracking
Drop a Google Analytics (GA4), Google Tag Manager, or Meta Pixel ID into the config and tracking works on every page. The Content-Security-Policy opens only for the providers you enable; blank IDs load nothing and the CSP stays locked.
Common questions
Can I get my data out?
Always — CSV export ships across the major lists, and the ledger is export-ready for your accountant. Your data is yours.
See it, then build on it
This whole site runs on the same platform — fork the template, or point a front end you built with Lovable, v0, Bolt, Claude, or Cursor at the backend.