Dashboard Reporting

Real-Time Business Overview

The Automio dashboard gives you an instant visual summary of your entire operation. See live counts of jobs in each stage, today’s scheduled work, revenue this month, and team activity — all updating in real time. No more logging into multiple systems or running reports manually.

Customisable widgets let you arrange the information that matters most to you, whether you’re a solo tradesperson or managing a larger team.

Key Performance Metrics at Your Fingertips

Track important KPIs such as jobs completed per day, average job value, first-time fix rate, and engineer utilisation. Colour-coded charts and graphs make it easy to spot trends, bottlenecks or underperforming areas quickly.

Filter the dashboard by date range, team member, or job type to drill down into the details you need without leaving the main screen.

Team and Job Performance Insights

See which engineers are most productive, which job types are most profitable, and where delays are occurring. The dashboard highlights jobs at risk and shows real-time progress across your Kanban board and schedule.

This visibility helps you balance workloads, reward top performers, and address issues before they impact customer satisfaction or cash flow.

Financial Reporting Made Simple

Monitor invoiced amounts, outstanding payments, and job costing data directly from the dashboard. With seamless accounting integrations, your financial numbers stay accurate and up to date.

Export reports or share dashboard views with your accountant or managers with just a few clicks, making month-end and quarterly reviews far easier and more accurate.