Insights

Learn how to access your business performance data through the Squeegee Insights dashboard. This guide helps you filter recent activity and compare key metrics to better understand your revenue and customer trends.

Squeegee Team
11 steps
55 seconds

Sqgee

Navigate to Insights

You can filter to view data from: - Today - Last 7 days - Last 30 days - Last 12 months

On the top graph, you'll be able to toggle between: - Total Revenue - Jobs Completed - New Customers You'll also see your outstanding revenue. The chart will show the selected date range for that specific time period.

You'll also be able to click 'Compare' in order to compare two or more of the graph views.

If you hover your cursor above the graph, you'll able to see the specific data for that specific day/spike.

In the 'Jobs This Week' chart, you can hover your cursor above the bars to see the amount of jobs on each day of the current week.

Similarly, hover your cursor over the 'Paid vs Unpaid Invoices' chart to view the amount of paid/unpaid invoices from the date range.

Under Customers, you'll be able to see the number of: - New Customers - Repeat Customers (new) - Active Recurring Customers

You will also see an 'Active Customers by Round' chart, which will contain one bar for each round - hovering your cursor over this will show you how many active customers are in that particular round.

Similarly, you can see the same view but this time for service data under 'Active Customers by Service'.

Finally, you can see the **total** Customers by Service on the bottom chart.

Insights

Squeegee Team
11 steps
55 seconds