Funnel reporting
Understand inquiry, qualification, estimate, deposit, booking, and completion stages.
Dashboards & Reporting
See what is selling, stalling, and consuming the shop's capacity.
Analyze leads, estimates, bookings, revenue, services, channels, schedule utilization, materials, team work, and customer outcomes from one connected system.
Book a demo See your workflow, not a canned tour
ReportingLive workspace
Overview
Reporting
Customers
Automations
Reports
Owner dashboard
July performance
Booked revenue
$84.6k
Live · all locations
Focused: 41% lead to booked
Interactive product representation using illustrative example data.
The operational problem
Separate reports explain pieces of the business, not the decision.
Marketing shows leads, sales shows estimates, the calendar shows jobs, and accounting shows money—with no shared path between them.
Source-to-booking funnel
Service and capacity views
Exportable, explainable reports
How it works
One connected workflow, from signal to completed work.
- 01
Start with the question
Choose the period, location, service, source, team, status, or customer segment relevant to the decision.
- 02
Trace the result
Move from summary to the underlying opportunities, jobs, payments, or records.
- 03
Share the answer
Save the view or use ShopWrker to prepare a concise report, PDF, or CSV from authorized data.
What it can do
The feature-specific tools behind the outcome.
Service performance
Compare demand, sold value, utilization, and outcomes across services and tiers.
Operational capacity
See booked time, constraints, cancellations, and future availability.
Report artifacts
Generate filtered views and authorized exports for deeper analysis or sharing.
An owner decision in context
Strong PPF demand becomes a capacity decision, not just a revenue chart.
The owner sees booked PPF revenue rising, bays at 92% for two weeks, and ceramic follow-up sitting open—then shifts the next campaign toward available ceramic capacity.
Demand and capacity connected
Open pipeline visible
Marketing action follows operations
The measurable operating outcome
One operating picture from first inquiry to completed work.
Measure the funnel, service mix, source quality, capacity, collections, material usage, team activity, and trends from connected records.
Source-to-booking funnel
Service and capacity views
Exportable, explainable reports
Connected ShopWrk
Keep exploring the workflow around this page.
Each page connects to the customer, vehicle, conversation, work, and money already in ShopWrk.
Frequently asked questions
Questions about Dashboards & Reporting.
Can I report from lead source through booked work?
Yes. Connected records support analysis from inquiry and source through estimates, deposits, bookings, and completed jobs.
Can reports be filtered by service or location?
Relevant views can use periods, locations, services, sources, teams, statuses, and customer segments.
Can ShopWrker create a PDF or CSV report?
Authorized users can ask ShopWrker to analyze the relevant data and prepare supported report artifacts such as PDFs or CSVs.
See Dashboards & Reporting in your workflow
Bring the whole shop into one operating system.
We will map ShopWrk to your lead flow, services, calendar, and team, the way your shop already works.
Book a demo Built around your real shop workflow