Real-Time Revenue Dashboard
Stop running your business on gut feelings. Get crystal-clear, real-time visibility into your revenue, close rates, and cash flow.
The Problem: Many contractors only find out they had a bad month when they look at their bank account 30 days later. When your financial data is buried in spreadsheets or delayed by slow bookkeeping, you cannot make proactive decisions to fix failing sales processes or collect outstanding debts.
How It Works
Opsler automatically aggregates every action taken in the field and the office into a beautiful, easy-to-read executive dashboard.
- Step 1: Automatic Aggregation — Opsler continuously pulls data from your estimates, invoices, dispatch board, and pricebook in real time.
- Step 2: Executive Overview — Log in to instantly see your Top-Line KPIs: Gross Revenue, Average Ticket Size, and overall Estimate Close Rate for the month.
- Step 3: Deep Dive Reports — Click into specific widgets to see granular data, like the 'Technician Leaderboard' to see who is driving the most profit, or 'Aged Receivables' to see who owes you money.
- Step 4: Custom Filtering — Filter the entire dashboard by date range, specific business units (e.g., Plumbing vs. HVAC), or individual technicians to isolate performance trends.
Who Uses It & Business Impact
Turn raw data into aggressive growth strategies.
- For Office Managers — Collections become effortless. The dashboard highlights exactly which customers are past due, allowing the office to follow up proactively rather than letting invoices slip through the cracks.
- For Business Owners — Absolute control. When you know your exact average ticket size and close rate in real time, you can confidently calculate your customer acquisition cost and scale your marketing spend without fear.
Frequently Asked Questions
Yes. The moment a technician marks an invoice as paid in the field, or the moment a customer approves an estimate online, the charts and revenue figures on your dashboard update instantly.
Absolutely. Every chart and data table in the Opsler reporting suite can be exported as a CSV or PDF with a single click.
Yes. There is a dedicated 'Aged Receivables' widget that immediately flags invoices that are past due, categorizing them into 30, 60, and 90+ day buckets so your team knows who to call for collections.
No. Opsler uses strict role-based access control (RBAC). Only users with 'Owner' or 'Admin' permissions can view the company-wide revenue dashboard. Technicians can only see data pertaining to their own specific jobs.
Related Features
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