Reporting & Analytics
Track operational performance, revenue, job costing, and technician productivity from a unified analytics dashboard — with AI-generated insights surfacing what matters most.
Overview
DramTrade's reporting suite gives you operational and financial visibility across your entire business. Pre-built dashboards cover revenue, job costing, technician performance, and membership metrics. Every report is filterable by date range, service line, technician, and geography. AI-powered insights run on top of your data daily and surface anomalies, trends, and opportunities you might otherwise miss.
Key Concepts
Operational Dashboard — A real-time summary of today's job activity: jobs scheduled, in progress, completed, and any at-risk SLAs.
Revenue Report — Aggregate and line-item revenue broken down by service type, technician, geography, and time period.
Job Costing Report — Margin analysis per job, comparing invoiced amounts against labor cost (based on technician rate and time on site) and parts cost.
Technician Performance Report — Individual and team metrics covering jobs completed, revenue generated, average job rating, and schedule adherence.
AI Insight — A plain-language observation generated from your data, highlighting a trend, anomaly, or recommendation.
Operational Dashboard
The Operational Dashboard is the first screen you see when opening DramTrade. It shows:
- Jobs today — count by status (Scheduled, En Route, On Site, In Progress, Complete)
- SLA alerts — jobs where the scheduled window is within 30 minutes and the technician is not yet en route
- Open invoices — outstanding balance aging (0–30, 31–60, 61–90, 90+ days)
- Inbound messages — unread communications requiring a response
Refresh is automatic every 60 seconds. You can pin custom metric widgets to the dashboard under Reporting > Dashboard > Customize.
Revenue Analytics
Go to Reporting > Revenue to access:
Revenue by Period
Visualize monthly, weekly, or daily revenue as a bar chart with a trailing 12-month trendline. Toggle between:
- Invoiced — revenue when invoices are sent
- Collected — revenue when payments are received
Revenue by Segment
Break down revenue by:
- Service line (HVAC, plumbing, electrical, etc.)
- Technician
- Customer type (residential, commercial, member, non-member)
- Geographic zone
Membership Revenue
A dedicated card shows recurring membership revenue separately from one-time service revenue — useful for understanding your predictable revenue base and growth trend.
Job Costing
Reporting > Job Costing lets you analyze margin at the job level.
Each job record captures:
- Invoiced amount — what the customer was charged
- Labor cost — technician hourly rate multiplied by time on site (set under Settings > Team)
- Parts cost — cost price from the price book for each part used
- Gross margin — invoiced minus total cost
Filter by technician, service line, or date range to identify where margin is strong and where it is being compressed. Sort by margin percentage to surface the lowest-margin job types for pricing review.
Technician Performance
Reporting > Technicians shows a ranked leaderboard and individual drill-down for each team member.
Metrics Tracked
| Metric | Description |
|---|---|
| Jobs completed | Total jobs in the period |
| Revenue generated | Total invoiced value attributed to the technician |
| Average job rating | Customer satisfaction score from post-job surveys |
| On-time arrival rate | Percentage of jobs where the technician arrived within the scheduled window |
| Upsell rate | Percentage of jobs where additional work was added to the invoice |
| Average job duration | Actual time on site vs. estimated duration |
Click any technician to see their individual call log, job history, and coaching insights from the AI Voice module.
Membership Analytics
Reporting > Memberships tracks plan health and retention:
- Active members by plan type
- Monthly recurring revenue (MRR) trend
- Churn rate (cancellations as a percentage of active members)
- Retention score distribution
- Scheduled visit utilization (members who have used vs. not used their included visits)
Low visit utilization is a leading indicator of churn. The at-risk member list in the Memberships module draws from this data.
AI-Powered Insights
Each morning, DramTrade's AI engine analyzes the previous day's data and generates a set of plain-language insights. These appear in Reporting > AI Insights and on the Operational Dashboard.
Examples of AI-generated insights:
- "Revenue per job is down 12% this month compared to the same period last year. The decline is concentrated in HVAC maintenance visits — consider reviewing your labor rates for that service line."
- "Technician Marcus Rodriguez has the highest upsell rate on the team at 34%. His call recordings from last week are worth reviewing with the rest of the team."
- "7 members have not used their included spring maintenance visit and their plan renews in the next 30 days. Scheduling these visits now reduces churn risk."
Insights are generated fresh each day and stored for 90 days. You can mark insights as actioned, dismissed, or saved for reference.
Exporting Reports
All reports can be exported as CSV or PDF from the top-right corner of each report page. Scheduled exports can be configured to deliver to a specified email address on a daily, weekly, or monthly basis under Reporting > Scheduled Exports.
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