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Analytics Overview 

 The Analytics Overview dashboard is one of the most powerful tools in Albiware. It provides a complete, data-driven picture of your company’s performance across all projects, revenue, staff activity, referral sources, job types, and financial trends. This page is fully interactive — meaning every chart, table, and graph can be filtered, expanded, or exported. The Analytics Overview includes advanced reporting features designed for owners, management, and anyone responsible for financial, operational, or sales decisions.

3. Detailed Breakdown of Each Analytics Card

Below is a full deep-dive into every analytics card on the page — what it shows, what it’s used for, and how to interact with it.

A. Projects Created (Last 12 Months)

This graph shows the total number of projects created within the selected time frame.
Data is broken down by project type, such as: Water Mitigation, Mold, Fire, Contents, Construction, Emergency Services, Roofing etc. 


What This Graph Tells You

  • How many projects were created month-by-month
  • Which services your company performs most often
  • Seasonal demand trends
  • How project volume changes over time

Example:

If “484 projects” were created in the selected period:

  • The graph will show how many of those 484 were created in each month
  • Each bar is broken down by type
  • You can toggle each type to isolate it
    • ex: only show Water Mitigation projects
    • ex: hide Mold and Fire for cleaner view





B. Project Estimated Revenue

Shows the estimated revenue amount associated with projects created during the period.

Estimated revenue includes:

  • Estimates created
  • Workbook pricing
  • Expected job totals from estimators

What This Graph Tells You

  • Financial value of projects created
  • Which project types bring the most revenue
  • Revenue trends across months
  • Seasonal peaks and dips

You can expand the card, export data, or toggle categories.

 

 

C. Projects Won by Type

Shows the total number of projects won (accrual revenue > $1) over the last 12 months or selected date range.

What This Graph Tells You

  • Which project types your company closes most often
  • Where you win vs. where you lose
  • Workload distribution
  • Sales team performance (depending on filters)

Example:
If 92 projects are marked “Won,” the graph shows how those 92 are distributed across the year and by project type.

 

 

D. Total Accrual Revenue

Accrual revenue means the actual amount earned from projects.

This card shows:

  • Total accrued revenue for each project type
  • Month-by-month earned revenue
  • Which services generate the highest income

It reflects real generated revenue (not estimates).

 

 

E. Average Job Size

Formula:
Accrued Revenue ÷ Total Projects

Shows the average dollar value of projects taken on.

Example:
If the average job size in May is $2,220, the graph displays this as a point or bar.

Why This Matters

It tells you:

  • How profitable your average job is
  • Whether your pricing or job quality is improving
  • Whether larger or smaller jobs are trending

 

 

F. Projects Won by Referral Source

Shows which referral channels produce won projects, i.e., projects that result in earned revenue.

Referral sources may include: Google, Agents, Insurance Carriers, Online Marketing, Repeat Customers, etc, 


Pie Chart Interactions:

  • Shows total number of won projects
  • Hover to see percentages
  • Click to isolate only one referral source
  • Toggle to show/hide others

Example:

20 out of 99 projects came from Agents.



 

G. Accrual Revenue by Referral Source

Shows which referral sources generate the most revenue, not just the most projects.

Example: Google might generate fewer jobs than Agents but may bring in higher-value jobs.

You can hover to see exact revenue numbers for each source.

 

 

H. Average Gross Margin

Formula:
(Gross Profit ÷ Accrued Revenue) × 100

Shows:

  • Profitability percentage
  • Financial efficiency
  • How well jobs are estimated and executed

You can track gross margin over 12 months to spot operational or financial trends.

 

 

I. Closing Rate

Formula:
Projects Won ÷ Total Projects × 100

Indicates:

  • How many leads convert into jobs
  • Sales team effectiveness
  • Quality of referrals

Higher closing rates = strong sales flow.
Lower closing rates = poor lead quality or pricing issues.

 

 

J. Projects by Status

Displays active projects grouped by their current status, such as:

  • In Production
  • Testing
  • Estimate Complete
  • Receivables
  • Final Review
  • Closed
  • Lost

What This Shows:

  • Your current workload
  • Production pipeline
  • Job movement through workflow

You can toggle specific statuses on/off.

 

 

K. Total Referrers (Last Month)

This table compiles:

  • Number of projects
  • Accrued revenue
  • Closing rate
  • Referral performance

It provides a summary of:

  • Which referral sources bring the most work
  • Which sources bring the highest revenue
  • Which ones convert well and which don’t

This is essential for marketing and budget decisions.

Note: You can filter the information in this table by clicking the heading of each column.

 

 

How Do I Filter Analytics Data and Interact With Analytics Cards in Albi?

At the very top of the Overview page, you will see the global filter tools. These filters control every chart and table on the page.

Date Range Selectors

You can filter data using:

  • Presets:
    • Last 7 Days, Last 30 Days, Last 60 Days, Last 90 Days,Yesterday, This Month, This Week, This Year

 



 

  • Custom Date Range:
    • Click the calendar field
    • Select any start and end date



All analytics adjust instantly to reflect the chosen period.

 

Additional Filter Categories

You can refine data even more using dropdown filters for:

  • Sales Staff – view performance per salesperson
  • Project Type – e.g., Fire, Mold, Water Mitigation, Contents, Construction
  • Referral Source – e.g., Google, Agents, Insurance Companies, Plumbers
  • Project Manager – see performance per PM

When you adjust one filter, all graphs regenerate to show only the matching records.



Interacting With Analytics Cards

Every analytics card supports advanced interaction:

Hover

 

Hovering over any point, bar, line, or segment will show exact values, such as:

  • Number of projects
  • Revenue totals
  • Percentages
  • Accrual totals
  • Month-by-month breakdown

 

Toggle Project Types or Referral Sources

At the bottom of each chart, each project type or source is assigned a color.

You can:

  • Click a color to turn a category on or off

  • Click multiple categories to isolate data
  • Only show the types you care about
  • Deselect cluttered categories to simplify the graph

Expand Card

Click the title of the card (ex: “Projects Created (Last 12 Months)”) to expand the card in full screen.



Switch to View

 

Table

Click the table icon on the top right of each card to switch from a chart to a table.
The table view will show:

  • Month-by-month numbers
  • Project counts
  • Revenue values
  • Totals
  • Comparison lines

Export

Click the three dots (…) to:

  • Export the graph/table to Excel
  • Download datasets
  • Reset card filters

Mini Filter Button

Each card has a blue filter button that lets you apply card-specific filters (project type, referral type, staff, etc.) without changing the global filters.