Reports & Business Insights

The Reports view (web dashboard) pulls together your revenue, clients, and project data into one place.

What's included

• A monthly revenue chart that avoids double-counting — it reconciles project revenue, unlinked paid invoices, and standalone payments into one accurate number
• Your top clients by amount paid
• Profitability across your active and past projects
• A Business Health Score from 0–100 (labeled Excellent, Good, Fair, or Needs Attention), weighing your collection rate, how often clients pay on time, how active your account has been, whether revenue is coming in, and your project margins

Bookings analytics

A separate tab breaks down your booking funnel — requests received, approved, declined, and pending, plus your conversion rate — along with Booking Page and Questionnaire performance (views, submissions, and conversion).