Metrics explained

What every number on the dashboard means, and what it’s calculated from.

Summary cards

MetricDefinition
Total clientsEvery client record, regardless of age or activity.
Total vehiclesEvery vehicle record currently in the system.
Active servicesServices whose status is In progress or Waiting for parts.
Completed todayServices marked Completed between midnight (your workshop’s time zone) and now.

Growth cards

MetricDefinition
New clients this monthClients whose created date falls in the current calendar month.
New vehicles this monthSame, for vehicles.
Services created this monthService orders opened this month, regardless of completion.
Services completed this monthServices that transitioned to Completed this month.
Δ vs last monthThe small percentage next to each card. Positive numbers are green, negative are red.

Revenue cards

MetricDefinition
Monthly netSum of invoice line-item totals (before VAT) for invoices dated this month.
Monthly VATSum of VAT across those invoices.
Monthly grossNet + VAT.
Invoices issued this monthCount of invoices with this month’s date.

Service pipeline

A segmented bar showing the share of open services in each status:

Time zone

“Today” and “this month” use the time zone set in your workshop profile. If dates look off, check that setting first.