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Reporting & Analytics

Stop Guessing. Start Growing.

Track revenue, operations, and customer metrics in real-time. Make data-driven decisions with dashboards that update the moment transactions happen.

"Dashboards are only as good as the underlying data. PortaPro is designed to keep reporting aligned with execution."

Analytics Dashboard
Revenue (MTD)
$127K
+22%
Jobs Today
47
+8%
Fleet Util.
94%
+3%
Live Data

The Spreadsheet Nightmare

You export data from 5 different systems. Spend 3 hours cleaning and merging it in Excel. Build pivot tables. Format charts. Email them to your team.

By the time everyone sees the report, the numbers are already 2 days old. No one knows if they're making good decisions or flying blind.

PortaPro eliminates the spreadsheet nightmare. Every metric updates in real-time, automatically, with zero manual work.

How It Works

From field execution to actionable insights in four steps

1

Capture

Field execution and operational updates flow in automatically from every job, route, and transaction

2

Standardize

Data is normalized through consistent workflows ensuring accuracy and reliability

3

Visualize

Key metrics and trends appear in real-time dashboards customized to your needs

4

Act

Turn insights into action: process changes, staffing decisions, pricing adjustments

Watch Your Business in Real-Time

See how data flows automatically from every part of PortaPro into live dashboards

Live Dashboard Demo (1:30)
0:00Revenue Dashboard Overview
0:30Operations Metrics
1:00Custom Report Builder

Why Teams Choose PortaPro Analytics

See What's Really Happening

Operational truth across routes, service, inventory, and billing. No more guessing or waiting for end-of-month reports.

Catch Issues Early

Track exceptions, missed stops, downtime, and outstanding balances before they become major problems.

Make Better Decisions

Use data to expand routes, staff correctly, and improve margins. Know exactly where to invest for growth.

Every Dashboard You Need

REVENUE

Revenue Analytics

Track revenue by service type, customer segment, region, and time period. See trends, identify your most profitable services, and spot growth opportunities instantly.

  • Revenue by service type
  • Top 10 customers
  • Month-over-month trends
  • Average job value

Revenue Dashboard Screenshot

Operations Dashboard Screenshot

OPERATIONS

Operations Metrics

Monitor fleet utilization, job completion rates, service response times, and driver productivity. Identify bottlenecks before they become problems.

  • Fleet utilization by vehicle
  • Job completion rates
  • Average service time
  • Driver productivity scores
CUSTOM

Build Your Own Reports

Drag-and-drop fields, apply filters, group by any dimension, and save custom views for quick access. Your accountant, investors, and team each get exactly what they need.

  • Drag-and-drop report builder
  • Save custom views
  • Share with team members
  • Schedule automated exports

Report Builder Screenshot

Common Workflows

Real scenarios where PortaPro analytics drives better decisions

Route Performance Reviews

Analyze time per stop, exceptions, and completion quality across routes. Identify which routes need optimization.

Outcome: 15% faster routes through data-driven adjustments

Utilization Checks

Compare units deployed vs idle, spot downtime patterns, and maximize asset utilization across your fleet.

Outcome: Reduce idle inventory by 20%+

Financial Visibility

Track AR aging, invoice status, and revenue by customer/site. Know exactly where your money is.

Outcome: Cut AR aging by 40% with visibility

Export Anywhere

Send Data to QuickBooks, Excel, or Your Accountant

One-click export to Excel, PDF, or CSV. Schedule automatic exports to QuickBooks. Share reports with your team or accountant instantly.

QuickBooks Export
Excel/CSV Download
PDF Reports
Scheduled Exports
"We went from spending 6 hours a week building reports in Excel to having every metric we need updated in real-time. Our accountant loves the one-click QuickBooks export."
DM
Derek Martinez
Operations Manager, Premier Portable Services
6 hrs
Weekly time saved
100%
Real-time accuracy
24+
KPIs tracked

Frequently Asked Questions

Data updates in real-time as transactions happen. When a driver completes a job, when an invoice is sent, when a payment is received, you'll see it reflected in your dashboard immediately.

Ready to See Your Business Clearly?

Join operators who've replaced spreadsheet chaos with real-time insights.