Read the reporting dashboard
Where finished projects turn into numbers — and which card is quietly costing you margin.
The Reporting Dashboard at /reporting aggregates data from all Archived projects. A project must be fully archived (through the Review workflow) to appear here.
KPI cards
- Average % of Plan — How close your team's actual hours are to estimated hours across all completed projects
- Projects Completed — Total archived projects in the selected date range
- Average Effective Rate — Blended effective hourly rate across all archived work
Project performance table
Sortable table showing each archived project with estimated vs actual hours, invoiced labor, profit margin, and variance percentage. Click any row to open the original project and review report.
Install card accuracy table
Shows how accurate each Install Card has been across all projects. Cards that drift outside your variance tolerance carry a pulsing caution icon and a colored outline whose severity escalates with the drift — gold (just outside tolerance), dark orange (notably off), and red (severely off). These are your candidates for updating.
Strategic recommendations
AI-generated recommendations analyze your performance data and suggest actions — for example, "Firewall Configuration tasks run 28% over estimate on average. Consider updating this card." For an instant, no-AI-needed view of what needs attention, the Install Card Accuracy table above flags every drifting card with the same gold/orange/red severity colors. Dismiss AI recommendations you have acted on; they will not reappear.
Configuring the dashboard
Go to Settings → Reporting to toggle which components are visible on your dashboard and set the threshold values for green/yellow/red KPI coloring. The same screen has an Estimate Variance Tolerance control — a single percentage (default ±5%) that defines how far a card's hours may drift before it is flagged. The gold/orange/red severity tiers are derived from this one number, and the warnings it drives appear everywhere cards are shown: the estimate tab, the card library, and this accuracy table.