Insights
Business-wide analytics pages: Order Summary, Open Balances, and Tax Report. Installation scheduling now lives in Installations & Scheduling.
- What's in the Insights PagesWhat each reporting page answers — Order Summary, Open Balances, Tax Report and Installations — and which one to open for the question you have.
- How to Use the Order SummaryRead your orders and revenue as a pivot, with stages across the top and cemetery, county, city or contact down the side, and print what you filtered.
- How to Use Open BalancesSee who owes you and how overdue it is, with aging buckets, receivables by stage, and an export for chasing payment.
- How to Use the Installations PagePlan and route installs for both monument and service orders from a table or calendar, then hand the crew an accurate printed sheet or CSV.
- How to Use the Tax ReportTotal tax collected by cemetery, county or month, with exempt orders separated out and a CSV your accountant can work from.