See what's working — before the month closes
Sales insights, employee hours, proposal conversion, customer profitability, and a customisable dashboard — pulling from every other module in real time.
Reports, in detail.
Sales insights
Revenue by customer, service, region or rep. Compare against last period.
Hours analysis
Billable vs. non-billable, by person, team or job. Spot the gaps fast.
Proposal funnel
How many sent, viewed, signed, lost — and which template performs best.
Custom dashboards
Drag the KPIs that matter most into your own dashboard. Share with the team.
From zero to done in three steps.
Pick a question
Sales last month? Hours per job? Conversion by rep?
See the answer
Interactive charts. Filter by period, team, service, or customer.
Pin & share
Save to your dashboard. Email a snapshot every Monday if you like.
Ready to simplify your
daily planning?
Start your 14-day free trial — or book a demo to see how Bokning & Schema Online helps your team save time and reduce admin.