📈 Daily Performance Reports
Track daily performance with automated reports that give you insight into your business activity.
What Are Daily Performance Reports?
Daily performance reports summarise:
- Orders created and completed
- Revenue received
- Team activity
- Key metrics
Report Delivery
Daily reports can be:
- Viewed in dashboard - Real-time data
- Emailed automatically - Morning summary
- Exported - Download for records
Email Delivery Setup
- Go to Settings → Reports
- Enable Daily Email Report
- Set delivery time
- Select recipients
- Save
Report Contents
Daily Summary
| Metric | Description |
|---|---|
| Orders Created | New orders today |
| Orders Completed | Finished today |
| Devices Repaired | Devices completed |
| Revenue | Payments received |
| Enquiries | New tickets/leads |
Comparison
See how today compares:
- vs. yesterday
- vs. same day last week
- vs. average
Breakdown by Location
For multi-location businesses:
- Stats per location
- Location comparison
- Top performer
Breakdown by Team Member
Individual performance:
- Orders/devices per person
- Revenue generated
- Activity level
Viewing Historical Reports
- Go to Reports → Performance
- Select date range
- View aggregated metrics
- Compare periods
Key Performance Indicators (KPIs)
Revenue KPIs
| KPI | Description |
|---|---|
| Daily Revenue | Total payments received |
| Average Order Value | Revenue / Orders |
| Revenue per Device | Revenue / Devices |
Efficiency KPIs
| KPI | Description |
|---|---|
| Turnaround Time | Average days to complete |
| Same-Day Repairs | % completed same day |
| First-Time Fix Rate | % fixed without return |
Customer KPIs
| KPI | Description |
|---|---|
| New Customers | First-time buyers |
| Returning Customers | Repeat business |
| Enquiry Conversion | Leads to orders % |
Trends Over Time
View trends:
- Weekly patterns
- Monthly growth
- Seasonal variations
- Year-over-year comparison
Identifying Patterns
Use trends to:
- Plan staffing
- Manage inventory
- Spot problems early
- Set targets
Setting Targets
Configure business targets:
- Go to Settings → Targets
- Set daily/weekly/monthly targets
- Reports show progress vs. targets
- Get alerts when behind
Exporting Reports
Download for analysis:
- Go to Reports → Performance
- Select date range
- Click Export
- Choose format
- Download
Report Customisation
Choose what's in your reports:
- Go to Settings → Reports
- Toggle sections on/off
- Set comparison periods
- Configure detail level
- Save
Best Practices
✅ Do
- Review daily reports every morning
- Track trends over time
- Share reports with team
- Act on insights
❌ Don't
- Ignore declining trends
- Focus only on revenue
- Forget to celebrate wins
- Let reports pile up unread
Next Steps
- Dashboard - Real-time metrics
- Profit & Loss - Financial analysis