How to see what makes you money

Profit by service, product and customer, who your regulars are, and what has changed.

Updated 2026-10-14

Open Analysis from the menu. Every figure is counted from your own records.

Profit

Profit by price-list service, store product and customer for the period you pick. Revenue is what was invoiced (sent or paid invoices, after discounts, before tax) and what store orders were placed for. Cost is only what was recorded: a job's costs and the stock used on it.

Customers

What each customer has been worth, how often they come back, and whether they are new, regular, slowing, lapsed or one-time. Customers appear once they have a sent invoice or a store order.

Changes

The last 7 and 30 days against the spells before. A change is flagged only when it is truly unusual for your business; nothing unusual is a valid answer.