Reporting & Dashboards

The metrics your business runs on, built to your definitions.

Revenue, tech utilization, SLA performance, top accounts: every metric your leadership asks for, defined your way, not a fixed template. Ask for a new metric or alert in plain English and it lands on a dashboard, live, no rebuild.

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Reporting · Fleet utilization by regionLive

Live ops feed · alert line at 65%

4 records

Region

Utilization

State

North

14 techs

78%

On target

South

11 techs

72%

On target

West

9 techs

68%

On target

East

12 techs

74%

On target

You heard it from the dashboard, not month-end.

Live, not last-refreshed. The reason is written under the chart.

Watcher Agent

Watching

Task

What it checked

Utilization re-run on the live feed

West dropped under the 65% line

Likely driver: 2 techs on leave, jobs not rebalanced

Action

Alert sent to Slack

West under 65%, with the likely driver attached.

Plain English

Describe the change. It goes live.

Reporting & DashboardsPlain English

First-time-fix metric added

New column on the weekly ops report

Broken out by tech

Every dashboard viewer sees it now

Live now

Backfilled across prior weeks, history kept

Live in

Shippedno dev, no ticket

Built your way

Every number, one surface.

Pre-built dashboards for ops, sales, service, and finance, plus a natural-language layer for whatever's next.

Live ops dashboard

Jobs today, at risk, and closed, updated the instant status changes.

Revenue & margin

Revenue, COGS, gross margin by trade, tech, customer, or job type.

Tech utilization

Wrench time, drive time, idle time, at the team or individual level.

SLA performance

On-time rates, breaches, root cause, by tier, account, or region.

Pipeline & win rate

Open pipeline, stage velocity, and win rates by rep and template.

Customer health

Churn risk, NPS, recurring revenue, and top-10 concentration.

Custom KPIs

Build exactly the metric you want without leaving the platform.

Ask in natural language

"Show me X by Y" and your AI agent builds the chart.

Scheduled digests

Daily, weekly, monthly, dropped into email, Slack, or Teams.

Live, not last-refreshed

An ops board can re-run its own queries on an interval, so the wall screen in dispatch is current without anyone hitting reload.

Pivot it yourself

Drag rows, columns and measures into a pivot table, or a resource Gantt when the question is who is committed to what next month. No ticket to analytics.

Leaderboards and tickers

Ranked tech and branch tables, plus a KPI ticker for a screen on the wall: the same numbers the reports use, framed to be looked at all day.

Predictive, and it explains itself

Forecasts and anomaly flags on the metrics you choose, each with a written one-line reason under the chart instead of a number you have to interpret alone.

Real time

Not month-end

Zero

Excel required

50+

Pre-built reports

Shaped to your trade

Your business doesn't run like the template. Neither does Fieldproxy.

Finance team

Month-end close, without the month-end hell.

Ops Leader

Tech utilization and SLAs on one wall-mounted screen.

Finance

AR, DSO, and cash forecast live, not Monday morning.

Integrations

Plays nicely with the tools you already use

Slack / Teams

Scheduled digests into channels you actually read.

Google Sheets

Pipe any dashboard to a live sheet for finance.

Looker / Power BI

Push a dataset out to the BI stack you already run.

Gmail / Outlook

Weekly board pack delivered every Monday at 7 AM.

Webhooks

Metric thresholds trigger alerts anywhere you want.

CSV / PDF export

When your CFO still wants the file.

AI agents

The AI agents that do the reporting for you

The best report is the one nobody had to ask for. Agents build them, watch them, and tell you when a number moves.

Command Center

Ask for the number in plain English (margin by trade, first-time-fix by tech, why the West zone is over capacity) and get the chart, not a ticket to analytics.

Watcher Agent

Watches the metrics that matter to you and pings the moment one crosses a line you set, with the likely driver attached.

Scheduler Agent

Sends the recurring briefing (the Monday board pack, the daily ops digest), built on live data at the moment it sends, not on a stale export.

Explore all AI agents →

See the numbers your team actually needs.

We'll build your three favorite reports live in the demo, on your real data.

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Also works from ChatGPT, Claude and Copilot in Teams

Fieldproxy's MCP server lets your team run the day and change the software itself from the AI assistant they already use, with a confirm step before anything changes.