Reports & analytics
Reading the reports page, understanding MRR / AR aging / collection, and using margin data to make decisions.
Reading the reports page
The 4 KPI cards, 3 charts, and top-client table. What each number means and how to use it.
MRR, AR aging, and collection stats
Understanding the three financial metrics that matter most and what they tell you to do.
Labor & gross margin
How the platform computes labor cost per visit and how that rolls up to gross margin. Common misreads.