A dashboard for every role
Owners see the money. Technicians see their next visit and directions. The front desk sees arrivals. Each role starts on the right home screen.
Business intelligence
Know exactly how you’re doing, every minute of the day
Every job, booking, invoice and payment flows straight into live dashboards and reports. There is nothing to export and nothing to reconcile, because the numbers come from the same record your team works in.
Dashboards by roleReports in plain EnglishCompare any two periods
Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability. Buy Suprata Suite tonight and be set up in minutes. Then shape it as far as your business logic, intelligence and workflows need.
What you get
Intelligence built into the work, not bolted on
Most business intelligence tools need a data team and a nightly export. In Suprata, the dashboards and reports read the live record directly.
Goals and pace
Goal rings fill up through the month, with a tick showing where you should be today. Compare month over month and year over year.
Custom reports
Report on jobs, invoices, payments, reservations, agreements, workflows and more. Break it down, filter it, compare periods, save it and share it.
AI report builder
Type the question the way you would ask a colleague. The assistant builds the report, runs it and tells you what it assumed.
Money you can trust
Billing and sales, collected cash, aging, statements, tax and business unit revenue, with filters that do not mislead.
Reading the Billing & Sales ReportThe Aging Report — Who to Chase First
Export and print
Export any custom report to a spreadsheet as a CSV file, or print just the report.
Role dashboards
Everyone opens Suprata to what matters to them
Tell Suprata what kind of organization you are. Each role then starts on a dashboard built for that job, and people can rearrange their own.
- Permissions come first. A dashboard never shows anything a person’s role does not allow. A technician on the Owner layout still sees no revenue.
- Preview any role to see its home screen exactly as its people will.
- Move, resize, add or remove widgets, or build a dashboard of your own for month-end or the count.
- Every tile opens the report behind it, so a surprising number is one click from its source.
Help articles:Choosing dashboards for each roleYour home dashboard
Dashboards by kind of organization
The right set for the way you work
Pick your main kind of business, then tick anything else you also do. Your roles choose from the matching set.
| Your main kind of business | Its dashboards |
|---|---|
| Service and jobs | Owner, Operations Manager, Sales, Field Technician, Dispatcher, Service Counter |
| Reservations and rentals | Owner, Property Manager, Front Desk, Bookings and Sales |
| Memberships and subscriptions | Owner, Membership Manager, Membership Sales |
| Retail and counter sales | Owner, Store Manager, Register |
| Every kind of business | Accounting, Customer Service, My Day |
The AI report builder
Ask for the report you need, in plain English
At the top of Custom Reports is Ask for a report. Type a question, and the assistant builds the report, runs it, and tells you in a sentence or two what it chose. Then keep going: “now show it by month”, “only the last quarter”.
- “Revenue by month this year compared to last year”
- “Top 10 customers by sales this quarter”
- “Agreements ending in the next 60 days”
- “Which workflow stage do jobs wait in the longest?”
- “On average, how long are reservations for boats longer than 18 feet?”
- Your data stays put. The assistant sees only the kinds of data you can report on, never your customers or your numbers. The report runs inside Suprata, under your own permissions.
Help articles:Custom Reports — Build Any Report, or Just Ask for One
Built-in reports
The numbers every organization asks for
Ready the day you start. Each one is documented in the help center, including how to read it without fooling yourself.
Billing and sales
What you sold, billed and collected, by invoice date or payment date.
Aging
Who owes what, in current, 1 to 30, 31 to 60, 61 to 90 and 90-plus day buckets, so you know who to call first.
Statement of account
Each customer’s receivables on one page, with a link to pay.
Recurring revenue
Every active recurring schedule, when it bills next and what it brings in each cycle: your monthly recurring revenue.
Tax
What you collected by tax category and jurisdiction, mapped to the boxes on your filing.
Business unit revenue
What each location or department earned, and who holds whose money at month end.
Business Unit Revenue — What Each Shop Earned, and Who Holds Whose Money
Stock movement
Every part received, used, returned or adjusted, linked to the job, invoice or purchase order behind it.
Occupancy and stays
Tonight’s occupancy and arrivals on the Owner dashboard, and length of stay or occupancy trends in custom reports.
Build your own
Four decisions make any report
What you are reporting on, what to calculate, how to break it down and which records to include. That is the whole model.
- Report on invoices, payments, jobs, technician visits, workflow jobs, insurance claims, reservations, service agreements, recurring billing, customers and more.
- Calculate a count, a total, an average, the highest or the lowest, or ready-made figures like cash collected and monthly recurring revenue.
- Break it down by month, job type, technician, business unit or customer, with bands for numbers and day-of-week for seasonal patterns.
- Compare with the previous period or the same period last year, with a change column added for you.
- Save and share. A saved report keeps its design and reruns on today’s data each time you open it.
Help articles:Custom Reports — Build Any Report, or Just Ask for OneBusiness units
From the help center
Read exactly how it works
Every capability on this page is documented in the Suprata help center. Start with these articles.
Users, Roles & Permissions
Choosing dashboards for each role
Tell Suprata what kind of business you are, then give each role the right home screen: a default dashboard, optional ones its people can switch to...
Read the article
Reports & Dashboards
Your home dashboard
Why your dashboard looks different from a coworker's, how to read the numbers on it (goals, pace, month over month, year over year), and how to make...
Read the article
Reports & Dashboards
Custom Reports — Build Any Report, or Just Ask for One
Custom Reports lets you build a report from almost anything in Suprata: jobs, invoices, payments, agreements, reservations, workflows and more...
Read the article
Reports & Dashboards
Reading the Billing & Sales Report
How to actually read the Billing & Sales Report — what each column means, the difference between billed and paid, and how to use date filtering...
Read the article
Reports & Dashboards
The Aging Report — Who to Chase First
Reading A/R aging buckets so you know which customers to call today, which to call this week, and which to write off. Triage logic, not just a column...
Read the article
Reports & Dashboards
Statement of Account — Per-Customer Receivables
What a statement of account is, when to send one, what it should include, and how customers actually use it.
Read the article
Reports & Dashboards
Tax Reports — What Goes Where on Your State Filing
Using Suprata's tax reports to file sales-tax returns. Which numbers map to which boxes, the difference between accrual and cash bases, and the audit...
Read the article
Reports & Dashboards
Business Unit Revenue — What Each Shop Earned, and Who Holds Whose Money
The Business Unit Revenue report splits revenue by the shop that did the work. It also lists money one shop took in for another, so you can settle...
Read the article
AI Features
AI Search — Asking Questions About Your Business
Ask plain-English questions about your accounts, jobs, and invoices and get an answer back in seconds. The kinds of questions it handles best, and...
Read the article
Ready when you are
See your whole operation, live, starting tonight.
Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability. Start with Suprata Suite on your own tonight, or let our team shape it around the way you work.