Analytics & Reporting

The autoGMS Analytics centre separates commercial, workshop, and finance questions into focused reports. Open Analytics in the sidebar, then choose a report nested underneath it.

Analytics overview

The overview is a lightweight starting point. It shows:

• completed-job revenue;
• completed jobs;
• customers served;
• average completed-job value, each of the four shown with a small trend chart plus its change against the period of the same length immediately before the one you selected; and
• attention items for overdue invoices, completed jobs without invoices, and stock exceptions you are allowed to view, each with the amount at stake and a link into the report that resolves it.

If an attention check cannot run, the overview says so rather than showing it as zero.

The overview does not have an export. Open the relevant report when you need the detailed rows or an Excel file.

Reports

Report	What it answers	Main date basis
Revenue	How much completed work was delivered, and how is it split by service, category, channel, referral, and owner?	Job completion date
Customers	Who was served, who is new or returning, and what do customers book?	Job completion date
Operations	What is the current status of bookings scheduled in the period, and which queues need action?	Booking scheduled date and recorded workflow dates
Jobs & Profitability	Which completed job cards and services are profitable, where cost data exists?	Job completion date
Team Performance	How are job cards distributed and completed across technicians?	Recorded assignment and completion dates
Inventory	What is in stock now, what was used in the period, and where is stock or supplier risk?	Current stock plus movement date
Billing	What work was invoiced, which completed jobs are not invoiced, and which invoices were voided?	Invoice issue date; leakage as of end date
Collections	What cash was received and what remains unpaid or overdue?	Payment date; balances as of end date
Expenses	What costs were recorded, paid, unpaid, and tax-relevant?	Expense and payment dates shown in the report

The Financial Reports directory sits in the Finance group and opens the accounting reports and tools available to your account.

Revenue

Revenue is recognized when a job card is completed inside the selected period. The page includes:

• completed-job revenue, growth, average job value, and completed-job value per customer served;
• daily or monthly completed-work trends;
• service and category drivers;
• channel and referral breakdowns;
• booking value by credited owner or assigned technician; and
• a separate current-status pipeline.

Revenue per customer served divides completed-job value by the unique customers who have at least one completed job card in the selected period.

Owner, technician, and pipeline views can include other current booking statuses for operational context. Only completed job cards count as recognized revenue. Issued invoices belong in Billing and cash received belongs in Collections.

Customers

A served customer has at least one completed job card in the selected period. A new customer has their first recorded completed job card in that period; otherwise they are returning.

The report includes the new and returning customer trend, top customers, sources, tags, service and subservice demand, and vehicle mix. Segments use completed job-card visits recorded up to the selected period end. Use Show the numbers under a chart to open its supporting table.

Operations

Operations starts with bookings scheduled in the selected period. Completed counts, completion rate, and service time describe those same bookings using their current status and recorded status history. The page also shows workflow timing, workshop activity, status flow, and jobs needing action.

autoGMS supports physical workshop bays. The Operations report currently focuses on booking flow and does not report bay utilisation or bay rankings.

Jobs & Profitability

This report lists completed job cards, revenue, recorded costs, profit, margin risks, and service or subservice profitability.

Missing cost is shown as unavailable, not zero. Profit and margin totals use only job cards with recorded cost evidence, and the report shows how many jobs are covered. Revenue and completed-job counts still include every completed job in the period.

Team Performance

Team Performance shows active technicians, assigned, active, completed and cancelled job cards, recorded completion time, monthly workload, and recent completed work.

It does not assign revenue to technicians and does not show an efficiency score, workload score, utilisation ranking, or “top performer”. Those comparisons are not shown until autoGMS has a defined and auditable attribution method.

Inventory

Inventory deliberately separates two kinds of information:

• Current stock is a point-in-time value.
• Period usage is net movement out through job cards and over-the-counter sales during the selected period.

The report includes low stock, out-of-stock and unvalued items, usage trends, top-used and unused stock, current stock versus period usage, and supplier exposure. Usage history is retained for up to 365 days. If retained history cannot reproduce a previous stock snapshot safely, the report shows it as unavailable instead of zero.

Billing and Collections

Billing and Collections are separate because they answer different questions.

Billing uses invoice issue date for issued-work trends and details. It also shows completed jobs without a work invoice as of the selected end date, plus voided invoices and their recorded reasons. Deposit, draft, void, and uncollectible invoices are excluded where the page says so.

Collections uses payment date for cash received. Older valid payments without a classification are still counted as cash; credit applications reduce balances but are not counted as cash. Outstanding balances, overdue balances, aging, and customer balances are snapshots as of the selected end date. Changing the start date does not change an as-of balance.

Expenses

Expenses separates three measures: cost after recoverable VAT and full recorded cost use the expense date, cash paid uses the payment date, and unpaid expense balances are snapshots as of the selected end date. The page includes one spending trend, a category or supplier breakdown, VAT, payment methods, payables requiring attention, and itemized expenses.

Date ranges and status rules

The selected date range is preserved when you move between Analytics reports. Boundaries and month groupings use the garage reporting timezone.

Read the basis label on each report before comparing numbers. Completed-job value, issued invoices, payments, and as-of balances use different dates by design and should not be expected to match.

Period summary figures compare the selected period with the immediately preceding period of the same length. Snapshot cards compare the current or selected-end value with the value at the end of that previous period. They remain snapshots, not period totals. If the retained history cannot reproduce a previous snapshot reliably, the comparison is unavailable instead of being shown as zero.

Changing a job, invoice, payment, expense, or stock movement can move it into another period or change an as-of balance.

Exports

Every detailed Analytics report has its own Excel export. The file contains only the selected report and its relevant sheets; it does not silently export every Analytics page.

Exports use the same garage, date range, status rules, currency, and report basis as the page. The Overview has no export.

Money figures use the garage's configured currency. If autoGMS cannot verify that currency, money figures and exports remain unavailable instead of assuming another currency.

Access

Analytics pages appear only when the Analytics feature and the matching page permission are available. Financial Reports and Inventory also keep their own access checks. If a report is not available to your account, it is not included in the overview directory or sidebar.

Reading empty and partial states

• No data means no matching records were found for that report basis and period.
• Unavailable means the value could not be calculated safely; it is not treated as zero.
• A partial-data warning explains which supporting check or history range is missing.

If a number looks unexpected, first confirm the garage, date range, date basis, status rules, and current filters. Then open the detailed rows or export the report to review the records behind it.

For accounting statements, tax, cash flow, receivables, payables, and ledger detail, use Financial Reports.