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API connection failed — likely a CORS issue.
Configure the
CONFIG block and deploy an Azure Function proxy.
Setup guide →
Key Performance Indicators —
Sales & Pipeline
Quote Conversion Rate
Monthly — accepted vs. total quotes issued
Monthly Orders by Cost Centre (BU)
Value of orders received per month
Orders by Cost Centre
Total order value per business unit — FY (cost centres load after initial render)
Top 10 Customers by Order Value
Financial year to date
Pipeline & Recent Activity
Top 10 Pending Quotes by Value
Open pipeline — highest value opportunities
| Quote # | Customer | Value | Probability | Date | Stage |
|---|
| Loading… |
Last Month — Top 10 Orders
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| Job # | Name | Customer | BU | Value | Stage |
|---|
| Loading… |
Overdue & Outstanding
Overdue Invoices
Unpaid invoices past their due date
| Invoice # | Customer | Outstanding | Due Date | Days O/D |
|---|
| Loading… |
Jobs with Uninvoiced Work (WIP)
Active jobs where no invoice has been raised
| Job # | Name | Customer | BU | Value | Stage |
|---|
| Loading… |
Jobs Overdue / Running Late
Incomplete jobs past their scheduled due date
| Job # | Name | Customer | BU | Value | Due Date | Days Late |
|---|
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Simpro vs. Sage 50 — Invoice Reconciliation
Raised in Simpro vs. posted in Sage
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Sage 50 integration not yet connected
Configure CONFIG.sage to compare Simpro invoices against Sage postings and flag variances.