Analytics & live reporting
See revenue trends, quote conversion, job status distribution and profit/loss. Forecast upcoming months to plan ahead.
Know your numbers
- Revenue & AR
- P&L snapshots
- Win/loss ratios
Spot bottlenecks
- Job status mix
- Aging work
- Trends over time
Plan ahead
- Monthly forecast
- Targets vs actual
- Export to CSV
Act with confidence
- Live data
- Clear definitions
- Team-wide visibility
Flexible analysis
- Filter by user/label
- Compare periods
- Drill into details
Shareable outputs
- CSV exports
- Snapshot sharing
- Advisor-ready data
How it works
Add data
Quotes, invoices, jobs feed the dashboard.
Review KPIs
See trends and outliers at a glance.
Act
Adjust pricing, staffing, or follow-ups.
Export
Share numbers with advisors via CSV.
Clear visuals
Readable charts and KPIs—signal over noise.
Actionable
Turn insights into next steps and priorities.
Role-aware
Respect workspace permissions automatically.
Connected features
What is GoTaskhub Analytics?
Analytics gives you a live picture of revenue, pipeline conversion, operational flow, and cash collection. Because it’s built into your daily tools—leads, quotes, jobs, and invoices—you get trustworthy numbers without manual spreadsheets.
Owner / Manager
Track revenue, margins, and forecast at a glance. Decide where to invest and when to hire.
Operations
See job status mix and aging. Clear bottlenecks and rebalance workloads fast.
Finance / Admin
Monitor AR and overdue invoices. Export CSV for month-end and advisor reviews.
Common use cases
- Revenue tracking: Compare this month to last month and the same period last year.
- Win-rate improvement: Identify which quote templates or services convert best.
- Throughput & bottlenecks: Spot where jobs stall and reduce cycle time.
- Forecasting: See projected revenue vs targets to plan hiring and inventory.
- Cash collection: Watch AR and overdue balances to improve DSO.
Key metrics & KPIs
Revenue & AR
Recognized revenue, receivables and overdue.
Job status mix
Distribution across Scheduled → Completed.
Win rate
Quotes won / total quotes by period.
Cycle time
Average days from quote to completion.
Forecast
Projected revenue vs monthly targets.
Exports
CSV for deeper analysis and sharing.
Spreadsheets vs built-in analytics
Spreadsheets are flexible but error-prone and always out of date. Built-in analytics use your live data, standardize definitions, and eliminate copy-paste mistakes—so your team trusts the numbers.
Pros
- Live data—no manual updates
- Clear KPIs tied to work
- Fast decisions and fewer meetings
- Easy export for accountants/advisors
Cons (and mitigations)
- Custom KPIs → export CSV for advanced models
- Data gaps → ensure teams log quotes/jobs consistently
- Seasonality noise → use rolling averages
- Access control → apply role-based permissions
Common pitfalls & how to fix them
- Inconsistent data entry: Use templates and mandatory fields for quotes/jobs.
- Undefined KPIs: Document metric definitions so everyone aligns.
- One-off spreadsheets: Centralize reports and automate exports.
- No action loop: Turn insights into weekly priorities with owners.
Security & privacy
Analytics respects your workspace permissions. Sensitive data stays limited to authorized roles, and CSV exports provide controlled sharing for finance and advisors.
Glossary
- AR (Accounts Receivable)
- Money owed by customers for delivered work.
- Win rate
- Percent of quotes that become approved work.
- Cycle time
- Time from quote to completion; lower is better.
- Forecast
- Projected revenue based on pipeline and history.
Customer reviews
Make confident decisions with numbers your whole team trusts.
Emma R.
★★★★★
The live dashboard replaced three spreadsheets. Win-rate and forecast views make weekly planning painless.
Luca D.
★★★★★
We finally see which services drive margin. Exports help our accountant reconcile fast each month.
Sofia M.
★★★★★
The status mix chart shows where work stalls. We fixed bottlenecks and shortened cycle time.
Ready to streamline your business?
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Frequently asked questions
Can I export reports?
Yes. Export underlying datasets to CSV anytime to analyze in Excel or BI tools.
How fresh is the data?
Dashboards reflect live activity from your account with minimal delay.
Can I filter by team member or label?
Absolutely—filter by assignee, label, status, date range and more.
Do you show forecasts?
Yes—project revenue by month and compare against targets.
Is P&L available?
You can view P&L snapshots and export data to refine calculations externally.