Reports & dashboards
Step 09 Connected workflow
Reports & dashboards
Owner and branch dashboards built from live trip, fuel, and finance data.
How it fits your operation
Management sees KPIs for utilisation, revenue, fuel efficiency, workshop cost, and receivables. Branch managers drill into their fleet without seeing other branches. Reports export for board packs and external audit.
Daily workflow
- 1Define KPIs
Management picks metrics aligned to business model.
- 2Daily review
Branch heads open dashboard each morning.
- 3Drill down
Click through from summary to trip or voucher detail.
- 4Share exports
Finance and owners receive period close packs.
Key controls
- Executive dashboard with fleet utilisation
- Branch comparison and trend charts
- Trip, fuel, HR, and accounts report library
- Scheduled email reports for owners
- Excel/PDF export with role permissions
Why teams enable this step
Decisions based on same numbers operations use daily
No manual consolidation from branch Excel files
Investors and banks see credible operational reporting