Features

Insights

This is your reporting module. Leverage the technology of Microsoft PowerBI, accessible within your Aimsio account, to discover valuable analytics.

Gain valuable business insights

Make smarter, faster decisions based on your data.

Easy and customizable metrics

See KPIs and metrics with one glance.

Be in the know

Increased visibility into your operations.

About Insights

Gain greater control of your business with powerful analytics based on your day-to-day operations

Enjoy a rich experience of viewing all styles of charts and dashboards without leaving Aimsio or requiring a PowerBI license.

Pre-built Aimsio reports with valuable insights

Whether you’re new to PowerBI or an experienced user, Aimsio will start your production account off with 4 pre-built reports:

Overview Report

Provides a quick snapshot of some key metrics, including your top grossing ticket revenue, average days to invoice, unbilled ticket revenue and month-to-month revenue variations.

Unbilled Tickets Report

Provides a detailed breakdown of unbilled ticket revenue (submitted tickets that do not have an associated invoice). Zero-in on problematic trends with certain clients or users.

Revenue Report

A granular month-by-month breakdown of all ticket revenue, organized by client.

Days-to-Invoice Report

Understand a crucial part of your business, how fast you’re going from ticket to invoice. Identify problematic trends by client and monitor your firm’s performance month-by-month.

Pre-built Aimsio reports with valuable insights

Whether you’re new to PowerBI or an experienced user, Aimsio will start your production account off with 4 pre-built reports:

Overview Report

Provides a quick snapshot of some key metrics, including your top grossing ticket revenue, average days to invoice, unbilled ticket revenue and month-to-month revenue variations.

Aimsio's Overview Report

Unbilled Tickets Report

Provides a detailed breakdown of unbilled ticket revenue (submitted tickets that do not have an associated invoice). Zero-in on problematic trends with certain clients or users.

Aimsio's Unbilled Tickets Report

Revenue Report

A granular month-by-month breakdown of all ticket revenue, organized by client.

Aimsio's Revenue Report

Days-to-Invoice Report

Understand a crucial part of your business, how fast you’re going from ticket to invoice. Identify problematic trends by client and monitor your firm’s performance month-by-month.

Aimsio's Days-to-Invoice Report

Authorize who can see the dashboards

Sometimes you don’t want everyone in the organization to see certain dashboards. No problem! Select the authorized users or roles that will be able to see and manage your dashboards.

Create and customize your reports

  • Create you own charts or configure any of the pre-built reports to your preference using a drag-and-drop tool.
  • If you don’t have enough experience with PowerBI to build your own but still need a custom chart, you can hire an Aimsio-certified consultant to build the dashboards based on your needs.

This feature is an add-on

Regardless of which product plan you select, this add-on feature will take your operations to the next level.

Other Features

Explore some other features

Take a look at all of Aimsio’s features

Jobs

Create and manage projects in one, accessible hub. Track progress, store documents, and set up mobile users for success in the field.

Tickets

Track and bill field work with Field Tickets, LEMs, or Daily Tickets. Tickets can be connected with other features for ultimate efficiency.

Timesheets

Choose from crew Timesheets for supervisors or individual Timesheets for employees. Timesheets can be submitted for approval.

T&M Estimates

Create and manage quotes for upcoming Jobs. Apply discounts, markups, or bundles and convert awarded Estimates into a Price Book.

Invoices

Convert field Tickets into Invoices or create standalone Invoices. Both Canadian and US tax rates are supported.

Job Performance Reporting

Track profitability in near-realtime by comparing billable and non-billable work against the cost of labor, equipment, and third-party charges.

Integrations

Unlock your full potential with integrations

Integrate your accounting, payroll, or ERP software with Aimsio to make your day-to-day data entry disappear.

Want to see this feature in action?

Get a personalized demo with us to learn more about how this and other features can evolve your field operations.