Operations
Intelligence
Real-time performance across every market, branch, and technician.
Real-time data
Enhanced insights
Full visibility
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Real-time revenue & job tracking
Branch & technician performance
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Executive Summary

All branches and technicians

Viewing: →
Compare to:
Monthly revenue all branches
Stacked
Lines
Total
Revenue chart.
Revenue share
Donut.
Branches ranked by Revenue
Bar.
Top 5 revenue
Top 5 profit %
Bottom 5 close rate
Sort: vs Avg:
All branches · grand total
Branch: Sort:
All technicians - ranked
Tenure overview
Veteran 3+ yrs Experienced 1-3 yrs Developing 6-12 mo New <6 mo Archived
Tenure chart
Metric: Rows: Branch:
Heat map
Green = high performance, red = low
View:
Branches
Technicians
Click to select up to 8
Monthly comparison
Click entities above to compare
All metrics ' side by side
View: Flag at:
Month-over-month % change
Highlighted cells exceed threshold
Ask AI anything about your data
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Highest revenue?
Best margin?
Worst close rate?
Growing branches?
Company health?
Top techs?
Refund issues?
Hello! I have complete access to your performance data across all branches and technicians. Ask me anything about rankings, trends, concerns, or comparisons.
Level:
Auto-detected anomalies
Statistical outliers vs company benchmarks
All branches vs company average
Projections & Forecasting
Ask any "what if" question — powered by real data from your selected period
Quick: +2 techs/month +$50 AT +5% close rate Aggressive growth (24M) Path to $20M
Current Baseline
from selected period
Navigate to Projections to load.
Scenario Assumptions
Horizon:
Monthly Revenue Projection
Annual Summary
Projected Drivers (end of horizon)
Month-by-Month Breakdown
Show: