Analytics

Quick overview

• One page, five tabs — Financial, Projects, CRM, Workforce and Operations. You get a tab only if you can open the module behind it.
• One period for everything — pick This month, Last 3 months, This quarter, This year or Last 12 months, and every headline number shows how it moved against the equally long period before it.
• Charts by month and by week, plus tables you can sort and search: projects, customers, campaigns, employees.
• Insights on the Dashboard — the same module puts one trend chart at the bottom of each Dashboard section.
• Always current — numbers are rebuilt within seconds of a change; the header shows when.

Analytics answers "how are we trending?". For a printable list with exact rows — every open invoice, every hour by employee — use Reports. For where things stand right now, use the Dashboard.

Where to find it

Reports
├── Analytics          ← this guide
├── All reports        (see the Reports guide)
└── ▾ Financial, Projects, …

Dashboard
└── Insights           ← one chart at the bottom of each section

Plan: Analytics is a Pro module. The Dashboard itself stays on every plan; the Analytics page, the Period selector on the Dashboard and the Insights blocks are what Pro adds.

Who: Admin by default. Once your company enforces permissions, Roles & Permissions can give Analytics to a group or a person — a project manager, a bookkeeper — and can take it away from an admin.

Having Analytics is not enough to see everything in it: each tab follows its own module.

Inside a tab, a headline tile that belongs to a module you can't open is simply left out. If none of the five modules is open to you, the page says Not available to you.

The period selector

The Period box at the top right drives the whole page. It offers five ranges, all made of whole calendar months in your company's time zone, and all including the current month:

Every headline tile at the top of a tab shows its total for the period and, under it, the change vs previous period — the equally long stretch right before. Green means the number moved the good way: for Paid out, Labor cost, Materials cost, Suspect punches and Completed late, down is the good way.

Your choice is remembered on that browser, and it is the same choice the Dashboard's Insights blocks use — change it in one place and the other follows.

The current month is never finished. On the 5th, This month holds five days and is compared with all of last month, so nearly everything looks down. Use Last 3 months or Last 12 months when you want a fair comparison, and This month when you want to see how the month is filling up.

Financial tab

Headline tiles: Invoiced, Collected, Paid out, Estimates accepted, Contracts signed and Change orders approved — each against the previous period.

Receivables aging and Top customers by receivables describe what is owed today, so they don't change when you change the period; the two 12-month columns always cover the last twelve months. Invoices, estimates and payments themselves are covered in Estimates, Invoices & Payments; contracts and change orders in Contracts & Change Orders.

Projects tab

Headline tiles: Projects started, Projects completed, Labor cost and Materials cost.

• Started vs completed by month — are you finishing jobs as fast as you open them? A run of months with more started than completed is a backlog building.
• Labor and materials cost by month — stacked bars of what the jobs cost you, month by month. Labor counts approved hours.
• Projects in the period — one row per project: Project, Customer, Project health, Status, Budget, Cost to date, Labor, Materials, Forecast overrun, Days late, Open (receivables) and End date. Sort by Forecast overrun or Days late to put the problem jobs on top.

The health colours and the forecast are the same ones the Projects Dashboard uses, so a project that is At risk there is at risk here.

CRM tab

Headline tiles: New leads, Converted leads, Conversion rate, Won value, Win rate and Activities logged.

• New vs converted leads by month — how many leads came in and how many became customers.
• Won vs lost value by month — the value of opportunities closed won against closed lost.
• Lead funnel — New → Contacted → Qualified → Converted, with the share that reaches each step. The step with the big drop is where to put your effort.
• Activities by month and type — Calls, Emails, Meetings, Site visits and Other, stacked. Flat activity followed by flat leads is rarely a coincidence.
• Campaign results — a table with Campaign, Type, Active, Budget, Leads, Converted, Conversion, Opportunity value and Cost per lead. Cost per lead is the budget divided by the leads the campaign brought.

Leads, the pipeline, follow-ups and campaigns are explained in the CRM guide.

Workforce tab

Headline tiles: Approved hours, Pending hours, Labor cost, Average crew size and Suspect punches.

• Approved vs pending hours by week — stacked, week by week. A tall pending part on old weeks means approvals are falling behind.
• Labor cost by week — Approved cost and Pending cost.
• Hours by employee (top 10) — who carried the period, with approved hours and days worked under each name.
• Crew size by week — how many different people clocked in each week.
• Employees in the period — a table with Hours, Approved hours, Pending hours, Earned, Days worked, Suspect punches and QR share (how much of their clocking-in went through the jobsite QR code).

This tab shows what people earn. It follows the Employees module for that reason — give it only to people who may already see hourly rates. Hours, approval and suspect punches are explained in the Time tracking guide.

Operations tab

Headline tiles: Tasks created, Tasks completed, Completed late and Routes completed.

• Tasks created vs completed by month — is the crew keeping up with the work the office hands out?
• Completed late, % by month — the share of completed tasks that were finished after their due date. A rising line means due dates have stopped meaning anything — or that the crew is stretched.
• Routes scheduled vs completed by month — see Scheduling & Routes.
• Punch list items created vs done by month — follow-ups found on jobs against follow-ups closed.

Insights on the Dashboard

Analytics also lives on the Dashboard. At the bottom of the Projects, Financial, CRM, Workforce and Operations sections, an Insights block shows the first chart of the matching tab — Invoiced vs collected by month under Financial, Approved vs pending hours by week under Workforce, and so on — for the period chosen in the Dashboard's Period box. Open Analytics in its corner brings you here.

More in the Dashboard guide: Insights.

Freshness & Rebuild now

You never have to "run" Analytics. When something changes — an invoice is paid, hours are approved, a lead is converted — Jobmand notes that your company's numbers are out of date and rebuilds them within seconds.

• The header says Updated … ago — for example Updated 40s ago.
• An amber dot with refreshing means a rebuild is pending right now.
• Refresh reloads the tab you are on with the latest numbers.
• Rebuild now asks Jobmand to recompute your company's numbers straight away, and reloads the tab a few seconds later. It appears only for admins who can edit My Company.

You rarely need Rebuild now — ordinary work refreshes the numbers by itself. Its one real use is after a bulk import or a data fix made by support, when a lot of history arrived at once and you want the charts to catch up immediately.

Last rebuild failed in the header means the numbers on screen are the last good ones, not wrong ones. Try Rebuild now once; if the message stays, send support a screenshot.

Common workflows

FAQ & Troubleshooting

I don't see Analytics in the Reports menu.

Either your company is below the Pro plan, or you weren't given the module. It's admin-only by default; an admin can grant it under Roles & Permissions.

A tab is missing.

Tabs follow modules. No Workforce tab means you can't open Employees; no CRM tab means you can't open the CRM Dashboard. See the table in Where to find it.

Everything is down against the previous period.

Check the period. This month, This quarter and This year are unfinished and are compared with a complete previous one. See The period selector.

Collected is higher than Invoiced this month. Is that a bug?

No. Invoiced counts invoices issued in the month; Collected counts money that arrived in the month, including payments for older invoices.

Receivables aging didn't change when I changed the period.

Correct — aging, Cash due in 30 days and Top customers by receivables describe what is owed today, whatever the period.

A chart says "No activity in this period."

Nothing of that kind happened in the months selected. Try Last 12 months. If you know there should be data — after an import, for instance — use Rebuild now.

I changed something and the chart didn't move.

Give it a few seconds — watch for the amber dot in the header to disappear — then click Refresh. See Freshness & Rebuild now.

I don't have a Rebuild now button.

It's only shown to admins who can edit My Company. You don't need it for day-to-day use.

Can I print or export a chart?

Analytics is for reading on screen. For something to print, email or save as PDF, run the matching report — see Which one should I use? in the Reports guide.

Can Analytics go on the office TV?

The TV display shows the Dashboard boards, and adds trend charts when your plan includes Analytics. See TV display.

The page says "This dashboard is not set up yet".

That is an installation step on the server, not something you did. Contact support.

Need help?

For training, access, or feature requests, contact your Jobmand admin. For bug reports include the tab, the period you had selected, what you expected to see and what you saw instead — with a screenshot if possible.