Crew Ops Pro Help Center | Reporting and Analytics

Reporting and Analytics

Jeremy Mckinney

Last Update há 9 meses

Crew Ops Pro transforms your raw business data into actionable intelligence. The Analytics Dashboard provides a real-time pulse on your company's health, while the AI Insights engine acts like a built-in business consultant, analyzing trends to help you increase revenue and reduce churn.

1. The Analytics Dashboard

When you navigate to the Analytics tab, you are greeted with a high-level view of your business performance. This dashboard updates in real-time, ensuring you always see current numbers.

Key Performance Indicators (KPIs)

At the top of the dashboard, you will see "Scorecard" widgets for quick health checks:

• Total Sales: Sum of all payments received in the selected period.

• Unpaid Invoices: The total dollar amount currently outstanding (Sent + Overdue).

• Profit: Calculated automatically as Total Revenue minus Total Expenses.

• Active Clients: The number of unique customers served in the last 90 days.

Financial Charts

• Revenue & Expense Trend: A 12-month line chart comparing money coming in (Green) vs. money going out (Red). Use this to spot seasonal dips or spending spikes.

• Revenue Forecast: The system uses linear regression on your last 6 months of data to project your revenue for the next 3 months. This helps you plan for hiring or marketing pushes before a busy season hits.

Operational Charts

• Job Status Breakdown: A pie chart showing the distribution of your work (e.g., how many jobs are In Progress vs. On Hold). A high "On Hold" percentage might indicate supply chain issues.

• Top Clients by Revenue: A bar chart ranking your top 10 customers. These are your VIPs who should be prioritized for loyalty rewards.

2. AI-Powered Business Insights

Creative Job Hub doesn't just show you charts; it explains what they mean. The AI Insights engine (powered by Gemini 2.5) analyzes your last 90 days of data to generate 4-5 actionable recommendations.

To generate new insights, click the "Refresh Analysis" button on the dashboard. The AI looks for:

• Revenue Optimization: "Your average ticket size is 15% below target. Consider bundling services."

• Churn Risk: "23% of your customer base hasn't booked in 6 months. Launch a re-engagement campaign."

• Cost Reduction: "Fuel expenses are rising faster than revenue. Optimize routes to reduce drive time."

• Maintenance Predictions: It analyzes service history to predict which clients are due for recurring maintenance (e.g., annual HVAC tune-ups) before they even call you.

3. Customer Segmentation

Understanding who your customers are is key to growth. The Segmentation Report automatically categorizes your clients into groups using the RFM (Recency, Frequency, Monetary) model:

• 🏆 Champions: High spenders who book frequently. (Action: Ask for referrals).

• 🙂 Loyal: Consistent regulars with moderate spend. (Action: Maintain service quality).

• ⚠️ At Risk: High historical spenders who haven't booked recently. (Action: Send a "We Miss You" coupon).

• 🌱 New: First-time customers. (Action: Send a welcome series).

• 💤 Lost: Inactive for 180+ days. (Action: Win-back campaign).

4. Exporting Data (CSV Reports)

Sometimes you need raw data for your accountant or external software. You can export detailed reports from any list view in the system.

Available Exports:

• Job List: Dates, technicians, statuses, and totals.

• Invoice Register: Billed amounts, tax collected, and payment status.

• Client Database: Full contact info and lifetime value.

• Expense Report: Categorized list of all business expenses for tax time.

How to Export:

1. Navigate to the relevant tab (e.g., Invoices).

2. Apply any desired filters (e.g., Date Range: "Last Year").

3. Click the "Export CSV" button in the top right corner.

4. The file will download immediately, ready for Excel or QuickBooks Desktop.

5. Marketing Analytics

If you use the system's email marketing features, you can track campaign performance in the Marketing section.

• Open Rate: The percentage of clients who opened your email.

• Conversion Rate: How many clients booked a job directly from the email link.

• Revenue Recovered: The total dollar value of jobs generated from "Re-engagement" campaigns.

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