Understand the current Revenue or Sales dashboard, chart periods, AI activity, invoices, and CSV exports, including differences in how totals are dated.
Reading your Reports
Open Reports in the dashboard sidebar. Appointment businesses start on Revenue; Jobs & Field Service businesses see Sales. Both have AI Agent & Site and Taxes & Exports. Jobs mode also adds Invoices & Quotes.
Appointments on your calendar each day — money is in Collected above.
Reports · Collected vs unpaid Illustration · sample data
Swipe or scroll sideways to see the full screen.
Money KPIs
The four cards have their own fixed date rules. Changing Week / Month / 3 Months changes the charts below, not these cards.
Collected today: in appointment mode, the current Reports card totals paid appointments scheduled for today. In Jobs mode, it totals recorded job payments dated today.
Scheduled this week: the value of appointments or visits scheduled in the current Sunday–Saturday week, whether paid or unpaid.
Scheduled this month: the value of appointments or visits scheduled in the current calendar month, whether paid or unpaid.
Unpaid: in appointment mode, unpaid appointments scheduled today or earlier; future appointments are excluded. In Jobs mode, the outstanding balances on jobs, including future work.
Why today’s totals can differ: the appointment-mode Reports card currently uses the appointment date, while the Collected chart and Home Insights use the recorded payment date (falling back to the appointment date for older records without one). Marking yesterday’s appointment paid today can therefore increase Home and the chart without increasing the Reports “Collected today” card.
Collected vs unpaid chart
The stacked area chart shows Collected in gold and Unpaid in a lighter gold area with a dashed outline. The Today marker separates past and upcoming dates.
Collected: paid appointment values grouped by recorded payment date, or recorded job payments in Jobs mode.
Unpaid: unpaid appointment or visit values grouped by their scheduled date. In Jobs mode this series is still visit-based, so it can differ from the job-balance Unpaid card.
Week: three days before today through three days after today.
Month: four Sunday–Saturday weekly buckets: the previous two weeks, this week, and next week.
3 Months: the previous, current, and next calendar months.
These are windows around today, not last-7-day or last-30-day filters. Upcoming unpaid work can appear to the right of Today.
Appointments, visits, and recent activity
Appointments per day (or Visits per day) counts scheduled records, not dollars. It shares the period selector with the money chart. Month and 3 Months group those counts by week or month.
Recent Bookings lists up to eight records, newest first by when they were created. Recent Transactions shows up to eight recent past-or-today appointments in appointment mode, or paid jobs in Jobs mode. These lists do not follow the chart period selector.
Where the amounts come from
Appointment and scheduled-work totals use the price saved on an appointment when available. Otherwise, they use the current matching service price from your Business → Service Catalog; a missing match counts as $0. These totals are not necessarily the same as an itemized job invoice.
The Paid control records payment status. Settings → Payments → Automatically mark past appointments as paid can also mark eligible past appointments paid; it is enabled by default. Manually changed payment statuses and no-shows are excluded from automatic marking. This is bookkeeping, not a card charge or proof of money reaching your bank.
For jobs, Mark paid records the amount collected and remaining balance. Reports reads the job’s recorded payment total and payment date; it is not a separate ledger of every installment. See Quotes and invoices.
Invoices & Quotes (Jobs mode)
This tab shows Outstanding balance, Overdue invoices, Quotes awaiting reply, and Approved, not yet invoiced. The two quote cards show dollar values, not counts. Documents appear after they are generated.
Invoice rows show total, collected, balance, and a status such as Draft, Sent, Partially paid, Paid, or Overdue. Quote rows can be Draft, Sent, Approved, or Expired. Open a document from its row, or use Job → to open the job.
Taxes & Exports
This tab is available in both modes. Sales tax collected shows Gross collected, Sales tax collected, and Net collected (yours) from eligible itemized jobs. Net here means gross minus sales tax, not profit after expenses.
The current calculation selects jobs whose non-cancelled visits are all marked paid and whose latest visit is on or after the current quarter’s start. It uses visit dates, not the payment-date rule used by the Sales chart, and does not apply a quarter-end cutoff. Check the underlying records before treating it as a payment-date quarter total.
Export invoices CSV: jobs with line items, including document dates, status, subtotal, discount, tax, and total. It can include quotes or drafts, not only sent invoices.
Exports are not restricted by the chart selector. Invoice CSV payment statuses are currently derived from visit paid flags, so they can differ from the job payment balances displayed in Invoices & Quotes.
AI Agent & Site
Choose Today, 7D (seven days), or 30D (30 days) to change the activity cards, Calls Handled chart, and Agent Performance figures.
Page Visits: tracked page-visit events, not unique visitors.
Calls Handled: ended calls with a nonzero duration, counted by call start time.
SMS Conversations: conversation threads created in the period, not individual messages or every older thread active in that period.
Appointments booked / Jobs booked: appointment records created by the agent in the period, counted by creation date. The Jobs label does not change this into a count of distinct job records.
Avg Call Duration averages the counted calls. Booking rate divides AI-created booking records by counted calls; it does not match each booking to a specific phone call and can exceed 100%. The dashboard currently loads up to 500 call records, which can limit call totals for busy accounts.
If a total looks wrong
Check the business mode, scheduled date, payment date, saved price, and Paid status first. The current Revenue appointment calculations do not separately remove cancelled records, so review those when reconciling. Refresh Reports after editing records elsewhere; its data is loaded when the view opens.
Home Insights covers the last seven days, while Reports has the different chart windows described above. If the same records still do not explain a difference, contact support with the card name, dates, and affected appointment or job.