The KPI page holds the Master Report, Company Overhead Expenses, two balance sheets, an Account Receivable Report, Projects Profitability, Operational Expenses, the Sales Report, Sales Dpt. Performance, the Projects Categories Report, Additional Supplements, Payables and Payments History.
Reporting and KPIs
Claims CRM reports that agree with each other
Every line of the Master Report says which date it was counted by. That is why the company report, one rep's report and the team report give the same number of signed contracts for the same period.
Master Report
the whole company
23
PA contracts signed, last quarter
Sales Dpt. Performance
every rep added up
9 + 8 + 6
split by Primary Representative
Sales Report
run once per rep
9, 8, 6
each rep's own count and share
One claim, three months, and where each number lands
Most arguments about a KPI report are really about dates. A claims business has several for the same job, and they rarely fall in the same month. Here is one example claim followed across a quarter.
November
Nov 28
The project is added to the CRM.
Projects Created
December
Dec 3
The homeowner signs the PA contract. It is uploaded on Dec 9 with Dec 3 as the signing date.
PA Contracts Signed
January
Jan 6
The approved ACV invoice is created on the claim.
Approved Balance
Jan 20
The check is deposited.
Total Deposited
- Projects Created
- The day the project was added to the CRM.
- PA Contracts Signed
- The signing date typed in when the contract was uploaded. Never the upload date and never the day the project was opened.
- Approvals
- The day the invoice was created in the CRM. Invoices with the Not Payable Amount exception are left out.
- Total Deposited
- The deposit or paid date entered for each payment.
- Overhead paid
- The payment date chosen on the expense, which can be a week before or after the day it was typed in.
- Completed and Cancelled
- The latest time the project entered that stage. Earlier entries stay in the history but are not counted again.
A contract uploaded without a signing date belongs to no period and is counted in none of the three sales reports. The report leaves the gap visible rather than guessing. The info icon beside each line says the same thing inside the app, so nobody has to remember this page.
Which report answers whose question
The reports sit on one KPI page with a list down the left side. Grouped by the person who usually opens them, they look like this. The income reports read the invoices and payments stored on each project, the ones described in how claim invoices and payments are recorded, so nobody keeps a second spreadsheet for the numbers.
The owner
"How did the company do this quarter?"
- Master Report Projects opened, contracts signed, approvals, deposits, overhead, completed and cancelled projects for one period.
- Company Overhead Expenses Costs that belong to no single job, as a report, a list of transactions and a list of categories.
- Payments History What the company has already paid out, to whom and when.
The sales manager
"Who is signing, and where do the jobs come from?"
- Sales Report One person over one period.
- Sales Dpt. Performance Signed contracts for the whole team, by representative, by lead source and by type of loss.
- Projects Categories Report Which projects entered a chosen stage between two dates.
The office
"What came in, what went out, who do we owe?"
- Balance Sheet by Payment Type Income split by what the money is for.
- Balance Sheet by Payment Location The same income split by where it was received.
- Operational Expenses Job costs by status, type of expense and the trade they were charged to.
- Payables Approved project expenses not yet paid, by payee.
The Projects Categories Report works from your own stages. You choose a stage and a From and To date, and it lists the projects whose latest entry into that stage falls inside them. The stages come from the claims pipeline you set up.
A total you can open
The Master Report's approval lines open into the invoices behind them. A Group by bar sorts them by date, by project or by invoice type, and above the list you see the total, how many approvals it holds and the largest single approval.
Previous and Next buttons move the whole report back or forward by the length of the period you picked. Pick Last Quarter and the buttons read Previous quarter and Next quarter, so this quarter against the one before takes one click.
Periods run from the current week through the last 7, 14, 30, 60 and 90 days, the current and last month, the current and last quarter, and longer spans, plus a custom range.
Total$186,420
Approvals14
Largest approval$38,900
Jan 6$51,300
Example claim A, ACV$38,900
Example claim B, Supplemental ACV$12,400
Jan 2$9,750
Example claim C, Recoverable Depreciation$9,750
Previous quarterNext quarter
What you owe and what you already paid are separate reports
What a person is owed for a job is entered as a project expense with them as the payee. Two reports cover that money from the two sides, and only one of them can pay anybody. How a rep's share becomes an expense in the first place is on the commission tracking page.
Still owed
Payables
Pick one payee, several, or All Payees. The report lists approved project expenses that are not yet paid, project by project, with the total due. By default it runs up to the last day of the previous month.
Tick the rows being paid, fill in the payment method, reference number, issued date and proof of payment, and click Pay selected. Each chosen expense is marked Paid and the proof file is attached to it.
Already paid
Payments History
A read-only answer to how much the company has paid out, to whom and when. It covers project expenses marked Paid, company overhead marked Paid and one-off payouts recorded on a person's profile. A refunded overhead row counts as a negative payment.
Leave the payee on All payees to see everyone ranked by amount, with a Paid per month chart and a By expense type chart, then click a row to look at one payee.
Access is given one report at a time
There is no single "can see KPIs" switch. Each report has its own line in a user's permissions, and a report the user was not given does not appear in their list at all.
So a sales manager can have the Sales Report and Sales Dpt. Performance without the balance sheets, and an office admin can have expenses without the team's contract counts. Payables opens for the same people who may open the Master Report. The rest of the permission model is on the user roles and permissions page.
Allow Viewing Master Report (off)
Allow Viewing Company Overhead Expenses Report (off)
Allow Viewing Balance Sheet by Payment Type AND Balance Sheet by Payment Location AND Account Receivable Report (off)
Allow Viewing Operational Expenses (off)
Allow Viewing Sales Report
Allow Viewing Sales Dpt. Performance
Allow Viewing Projects Categories Report
Allow Viewing Payments History Report (off)
Where the reporting stops
It is not a report builder. The reports are fixed; you choose the period and the filters, not the columns. Custom reporting is listed under Enterprise on the pricing page.
There is no spreadsheet export. The balance sheets, Operational Expenses, the Sales Report and Sales Dpt. Performance have a Print button. The Master Report is read on screen.
No report lands in your inbox on Monday morning. The numbers are worked out at the moment someone clicks Show report, and not before.
Approvals are counted on the day the invoice was created in the CRM, not the day the carrier approved it. An invoice entered late lands in the period it was entered.
FAQ
Frequently asked questions
Straight answers about who we serve, what we automate, and how to get started.
By the signing date entered when the contract was uploaded, not the day the project was opened. The Master Report, the Sales Report and Sales Dpt. Performance all count this way, so they agree for the same period. A contract without a signing date is counted in no period.
Yes. Previous and Next buttons on the Master Report move the whole report by the length of the period you picked.
No. Several reports have a Print button, and the Master Report is read on screen.
Yes. Each report has its own permission line, and a user sees only the reports they were given.
In Payments History. It is read-only and lists paid project expenses, paid overhead and one-off payouts by payee. Payables is the report that lists what is still owed and records a payment.