Insights
Add-onEvery job, every client, every crew. One screen.
Decisions based on gut feel or last month's report cost you. Aimsio Insights gives you live dashboards for ticket volume, revenue, unbilled work, and more the moment you open the platform.
Before & After
What changes when you switch to Aimsio
Without Live Operational Visibility
- Reports take days to compile - Someone pulls data from multiple places, formats it, and emails it around before anyone can act on it.
- Leadership making decisions on week-old data - By the time the report is ready, the situation has already changed.
- No single view of the full operation - Dispatch, billing, timesheets, and job status all live in separate places.
- Spreadsheet wars between departments - Everyone has their own version of the numbers and nobody agrees on which one is right.
With Aimsio Insights
- Your whole operation visible the moment you log in - Live dashboards for tickets, revenue, unbilled work, and job status in one place.
- Decisions based on today's data, not last month's - Real-time updates mean you act on what is happening now.
- One source of truth for every department - Ops, finance, and leadership all see the same numbers.
- Trends spotted before they become problems - Patterns in revenue and billing surface early enough to do something about them.
Core Capabilities
Live dashboard for every part of the business
Get updates in real-time as your field team works.
Overview Report
A quick snapshot of the metrics that matter most: top grossing ticket revenue, average days to invoice, unbilled ticket revenue, and month-to-month revenue variations. The first thing to check when you start your day.
Unbilled Tickets Report
See every submitted ticket that does not have an invoice yet, broken down by client and user. Spot which clients or crew members are creating billing delays before they affect your cash flow.
Revenue Report
A month-by-month breakdown of all ticket revenue, organized by client. Drill into each client to see revenue by labor, equipment, and materials. Know exactly where your revenue is coming from and how it is trending.
Days-to-Invoice Report
See how long it takes your operation to go from a completed ticket to a sent invoice, by client and by month. Identify where the delays are happening and track improvement over time.
Custom Dashboards
Build your own dashboards using a drag-and-drop interface powered by Power BI. Start with any data source in your Aimsio account (purchase orders, timesheets, tickets) and build the view your team needs. For more advanced builds, Aimsio-certified consultants are available to help.
Access Management
Control which dashboards each role in your organization can see. Not everyone needs to see financial data. Insights lets you decide who sees what.
How It Works
From field data to live dashboards in three steps
Turn on Insights
Insights is an add-on available for any Aimsio plan. Once enabled, your four pre-built reports are ready to go, no setup required. Your existing ticket, timesheet, and billing data feeds the dashboards automatically.
- Available as an add-on for any plan
- Four pre-built reports included
- No manual exports or imports needed
Overview ReportClick to Zoom Dashboards update as your team works
Your Aimsio data updates your dashboards in real time. Open Insights any time and the numbers reflect what is actually happening, not a snapshot from this morning.
- Data updates in real time
- All Aimsio modules feed the dashboards automatically
- No manual refresh needed
Live Data UpdatesClick to Zoom Share the right data with the right people
Use access management to control which dashboards each role can see. Build custom dashboards for specific teams or use the pre-built reports as a starting point. If you need something more advanced, an Aimsio-certified consultant can build it for you.
- Role-based dashboard access
- Pre-built reports as a starting point
- Custom dashboards available with Power BI or via consultant
Role-Based AccessClick to Zoom Our greatest challenge previously was the gauge of operations performance to our financial statements timely. Aimsio has easily provided a very accurate way in identifying the Work in Process element. In addition, we have created many key performance indicators through the software to manage our daily business. Aimsio has become our new norm, and we are thankful to have such a powerful tool at our fingertips.
Integrations
Works with the tools you already use
Aimsio connects to your accounting, payroll, and ERP systems - so data flows without double-entry.
QuickBooks Online
Sage Intacct
ADP
Explorer Eclipse
Sage 300
NetSuite
MS Nav
MS Business Central
Viewpoint Vista
AcumaticaFrequently asked questions
Insights is the live reporting dashboard built into Aimsio, powered by Microsoft Power BI. It gives you real-time visibility into ticket volume, revenue, unbilled work, and billing speed, all without pulling a single manual report.
Yes. Insights is powered by Microsoft Power BI, embedded directly in your Aimsio account. You get the full Power BI experience without needing a separate license or a BI team to manage it.
Aimsio starts every Insights account with four reports: the Overview Report, Unbilled Tickets Report, Revenue Report, and Days-to-Invoice Report.
Yes. If you have Power BI experience, you can create custom dashboards using a drag-and-drop interface directly in Aimsio. For more advanced builds like custom formulas or complex data transformations, Aimsio-certified consultants are available to build dashboards for you. To connect with a consultant or learn more about this option, please contact your customer success manager.
You control that. Insights includes access management so you can decide which roles in your organization can see each dashboard. Finance, operations, and leadership can each have a view tailored to what they need.
Dashboards update in real time as your team works. Tickets, timesheets, and invoices appear in your dashboards as they are submitted, not on a daily or weekly refresh.
Insights is available as an add-on for any Aimsio plan. Contact your client success manager or compare plans to learn more. Compare product plans →
Ready to stop leaving
revenue in the field?
See how Aimsio can transform your operations in a 30-minute demo.