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13. Analytics & Reports (Pro)

Track your business performance with data-driven insights.

Note: Analytics features require an active Pro subscription.


13.1 Dashboard Overview

The Dashboard provides key metrics at a glance:

Key Metrics

Metric Description
Active Listings Number of pieces currently on the marketplace
Total Views How many times your pieces have been viewed
Favorites Received How many times your pieces were favorited
Messages Received New inquiries and messages
Revenue Total invoiced amount for the period
Conversion Rate Views that led to inquiries

Time Periods

Switch between time ranges to analyze trends:

  • Today
  • This Week
  • This Month
  • This Quarter
  • This Year
  • Custom Range

13.2 Sales Metrics

Track your sales performance:

Metric Description
Total Sales Revenue from all completed transactions
Average Sale Value Average invoice amount
Pieces Sold Number of pieces sold in the period
Top Selling Materials Most popular stone types
Revenue by Category Breakdown by stone type
Outstanding Invoices Unpaid invoice total

Sales Charts

  • Revenue over time — Line chart showing monthly/weekly revenue
  • Sales by material — Pie chart of sales distribution
  • Monthly comparison — Compare current period to previous

13.3 Piece Performance

Understand how your listings perform:

Metric Description
Most Viewed Pieces Top pieces by view count
Most Favorited Top pieces by favorite count
Views Trend How piece views change over time
Pieces by Status Breakdown by available, reserved, sold
Pieces by Stone Type Distribution across material types

Insights

The app provides actionable suggestions:

  • Pieces with high views but low inquiries may need better photos or pricing.
  • Stale listings might benefit from a price adjustment or better description.
  • Top-performing materials indicate market demand in your area.

13.4 Financial Reports

Track your financial performance:

Metric Description
Cost per Square Foot Average cost trends by material
Profit Margins Profit margins by project and material type
Revenue Trends Revenue over time with comparisons
Pipeline Summary Quote and project pipeline distribution

Access from More > Analytics > Financial.


13.5 Commission Reports

Track commission payables and payouts for your sales team:

  1. Go to More > Reports > Commissions.
  2. View a summary of:
Metric Description
Total Commissions Total commissions earned in the selected period
Total Paid Commissions already paid out
Total Pending Commissions awaiting approval or payment
Total Cancelled Commissions voided (from cancelled projects/orders)
  1. Tap a team member's name to see their detailed commission history.
  2. Filter by date range, status (Pending, Approved, Paid, Cancelled), or team member.

Commission rates are set per client or per project — see Billing > Commission Reports for setup details.


13.6 Time Clock Reports

View time tracking data for your team:

  1. Go to More > Reports > Time Clock.
  2. Review:
  3. Hours worked per team member
  4. Time spent per project
  5. Overtime and break tracking

See Calendar > Time Clock for more details on tracking time.


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