top of page

Bi Report BUDDY

Visualize the key metrics of your business with these prebuilt reports.

Get The Data You Need to Make The Right Call.

simPRO's powerful BI (Business Intelligence) reporting tool is an amazing free extension, allowing you to dig deep into your data for meaningful insights. But without specialised training, it can be a little overwhelming. Don't worry, you've now got a buddy to help you out.

​

Pro Suite's BI Report Buddy contains a large collection of prebuilt reports, many of which display data not available in simPRO's standard reports. 

​

Simply follow the steps to create these reports, then assemble them on dashboards or use subscriptions to automatically send them to staff. Once they're built, you can then adjust them as necessary. 

​

Can't find the report you're after? Request a new custom report here.

Asset Service Forecast
Asset Service Forecast

Visualise your planned maintenance workload

Sources of Gross Profit Per Cost Centre
Sources of Gross Profit Per Cost Centre

Discover where your markup is coming from for each cost centre

Time Utilisation Summary Per Employee
Time Utilisation Summary Per Employee

What have people been doing with their time?

Age of Open Jobs with Statuses
Age of Open Jobs with Statuses

Get an overview of bottlenecks and throughput

Monthly Billable Hours Claimed vs Total Scheduled Hours
Monthly Billable Hours Claimed vs Total Scheduled Hours

Are you billing enough job hours to recover your total labour costs?

Average Response Time Per Cost Centre
Average Response Time Per Cost Centre

The average time from job creation to first attendance.

Monthly Turnover by Type (Project / Service / Recurring Invoice)
Monthly Turnover by Type (Project / Service / Recurring Invoice)

A clear visual breakdown of monthly revenue by type.

Employee Licenses
Employee Licenses

View employee licenses in an export friendly format!

Service Jobs Completed Per Technician
Service Jobs Completed Per Technician

Who is actually closing the most jobs off?

Utilisation Rate - Jobs & Quotes
Utilisation Rate - Jobs & Quotes

Time spent on quote and jobs compared with activities.

Number of Days on Activities (Leave, RDOs etc)
Number of Days on Activities (Leave, RDOs etc)

Track leave, sick days and more, filtered by type, employee and date range.

Sales Target Tracking
Sales Target Tracking

Compare your sales figures to your target over a given date range.

Age of Current Jobs
Age of Current Jobs

Identify bottlenecks in your job completion process.

Monthly Quote Performance by Quote Count
Monthly Quote Performance by Quote Count

Compare quote activity and conversion rates across months and salespeople.

Recurring Jobs Created Per Month
Recurring Jobs Created Per Month

How many recurring jobs have you created this month compared with last month?

Estimated Hours vs Actual Hours by Month (Bar)
Estimated Hours vs Actual Hours by Month (Bar)

Have you been completing jobs on schedule?

Average Time from Job Creation to Completion
Average Time from Job Creation to Completion

Measure throughput accurately.

Time Utilisation (Monthly)
Time Utilisation (Monthly)

Monthly time utilisation summary at a glance

Budgets vs Actuals per Project Manager
Budgets vs Actuals per Project Manager

Where are your projects running over?

Gross Profit Per Salesperson Per Month
Gross Profit Per Salesperson Per Month

Turnover is vanity: profit is sanity.

Monthly Turnover Per Cost Centre (Stacked)
Monthly Turnover Per Cost Centre (Stacked)

See monthly income totals and a cost centre breakdown at a glance

Cost Overrun Report
Cost Overrun Report

Surfaces any current or recent jobs that are over schedule or over budget.

Technician Efficiency Comparison
Technician Efficiency Comparison

Visually compare your workers' billable hours to estimated hours.

Customer Retention / Activity by Customer Group
Customer Retention / Activity by Customer Group

How many of your customers result in a lead, quote, job or invoice?

Response Time Success by Due Date
Response Time Success by Due Date

How effectively are your managers ensuring attendance by the due date?

Job Card Completion Rate
Job Card Completion Rate

What percentage of the time do your techs complete their work notes?

Project Estimates vs Actuals Cost Centre Summary
Project Estimates vs Actuals Cost Centre Summary

A cost centre breakdown of estimates vs actuals for large projects.

Monthly Billable Hours Claimed vs Actual Job Hours
Monthly Billable Hours Claimed vs Actual Job Hours

Are you billing enough job hours to recover your costs?

Average Time from Job Completion to Final Invoice
Average Time from Job Completion to Final Invoice

Are you too slow in claiming for your completed works?

Revisits per Technician
Revisits per Technician

The number of times a technician had to return to complete a service job.

WIP Snapshot by Project Manager
WIP Snapshot by Project Manager

Compare costs and invoiced amounts per project manager on works in progress.

Utilisation Rate - Jobs vs Everything Else
Utilisation Rate - Jobs vs Everything Else

Time spent on jobs compared with time on quotes and activities.

Recurring Jobs Forecast
Recurring Jobs Forecast

View your upcoming workload for planned maintenance

Sources of Profit on Invoiced Jobs
Sources of Profit on Invoiced Jobs

Where are you actually making money?

Total Job Hours and Revenue Per Plant Item
Total Job Hours and Revenue Per Plant Item

Are your machines paying for themselves?

Estimated Net Margin vs Actual Net Margin (Completed Jobs)
Estimated Net Margin vs Actual Net Margin (Completed Jobs)

Are you making as much money as you expected?

Monthly Quote Performance by Quoted Value
Monthly Quote Performance by Quoted Value

Filterable by month and salesperson

Labour Estimates vs Actuals Summary
Labour Estimates vs Actuals Summary

Are you prone to optimism bias?

Estimated vs Actual Hours per Job Completed Last Month
Estimated vs Actual Hours per Job Completed Last Month

See which jobs went over or under schedule last month.

Job Contractor Invoices
Job Contractor Invoices

All contractor invoices to date for a specific job, grouped by section.

Items in Stock But Not In the Catalogue
Items in Stock But Not In the Catalogue

How did that get there?

Retention Due This Month
Retention Due This Month

Never miss an opportunity to invoice!

Monthly Value of Quotes Won Per Salesperson
Monthly Value of Quotes Won Per Salesperson

The total value of converted quotes per salesperson per month

Technician Job ROI Report
Technician Job ROI Report

Compare revenue vs costs for each technician when on jobs.

Lead Time
Lead Time

How much estimated time is left in our pending and progress jobs for each cost centre?

bottom of page