BUSINESS TOOL
AI Reports: Know if Your Shop Makes Money
Revenue reports, profitability analysis, custom report builder
Secure your spot now
- ✗Accountant tells you the numbers in 6 weeks
- ✗Excel pivot table for a simple analysis
- ✗Margin per job? No idea
- ✗Pilot without instruments — flying blind
- ✗Decisions only when it's too late
- ✓Real-time dashboard with all KPIs
- ✓Margin, revenue, utilization at a glance
- ✓Profitability per customer and job
- ✓Period comparison shows trends instantly
- ✓CSV/PDF export for accountant with one click
THE PROBLEM
No idea whether the shop makes money
Is the shop profitable? Which client brings in the most? Which job type is most profitable? You don't know — because the data is spread across Excel, sevDesk and your head
Data in different systems
THE SOLUTION
Reports at the push of a button
Revenue, profitability, time tracking, clients
Custom report builder. Presets. Export
- Revenue reports
- Profitability
- Time tracking
- Report builder
- CSV/PDF export
How it works
Choose report
Preset or custom
Period
Day to year
Analyse
Charts and tables
Export
CSV or PDF
Whether a business is making money is not shown by the account balance — but by margin per job, hourly profitability and client profitability. PlotonIQ Reports make these numbers visible without spending hours building spreadsheets
Numbers that actually matter
Open the dashboard with key KPIs — revenue, open invoices, margin
Filter by client, period, employee or job type
Period comparison: this week vs. last week, this month vs. prior year
Export as PDF or CSV — for accountants, banks or investors
YOUR BENEFITS
- ✓Profitability per job and client at a glance
- ✓Time tracking analysis for job post-calculation
- ✓Custom report builder without programming knowledge
- ✓Period comparisons reveal trends early
- ✓Export for accountants and financial discussions
Live
revenue + margin
CSV + PDF
export
Custom
report builder
Plan-vs-Actual
post-calc
Frequently Asked Questions
How current is the report data?
All reports are based on real-time data. There is no delay or nightly update
What is the custom report builder?
A visual editor for building your own reports from predefined data blocks — no SQL or programming required
Can employees access all reports?
No. Reports are role-based: employees see their own time tracking, business owners see all data
Which KPIs are available by default?
Revenue, margin, job volume, open invoices, time tracking by employee, client profitability and quote conversion rate