Dashboards & Reports

The numbers you need, where you need them

CSM’s dashboards put the key metrics for your shop front and center the moment you log in — jobs in progress, revenue today, parts on order, and more. When you need to go deeper, the Reports section lets you pull detailed breakdowns by date, staff member, service type, or customer.

• Live dashboard with jobs-in-progress, revenue, and open items
• Revenue reports filterable by date range, service type, and advisor
• Parts and inventory reports showing stock levels and movement history
• Technician productivity data drawn from time-tracking records
• All report data exports cleanly for use in spreadsheets or accountant reviews