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Performance dashboard with Deco AI: revenue, margin and team metrics in real time
Revenue, margin, and team quality scores update as each job closes. Deco AI flags patterns you would have missed: top performer by service type, silent customers, seasonal dips.
Live in production 13+ months · 4 industries · Founded by PhDs (ex-Google, Meta)
✓ Response under 2 minutes✓ Included in Starter✓ No per-message fee✓ Onboarding in 1 week
The pain you recognize
Why running blind on monthly spreadsheets costs you
When numbers only update once a month, every bad decision has already cost you. A live dashboard lets you course-correct in real time.
Owner closing the month's numbers by hand on Sunday night
Every last Thursday the owner downloads the bank statement, lists jobs, calculates margin, opens a spreadsheet. Four hours on Sunday evening. By the time they see the month was bad, it is already over. No live dashboard means decisions happen in the dark.
Top performer misallocated to the wrong service type
Alex finishes interior painting jobs two days faster than the team average. On HVAC installs he runs two hours over. Without a dashboard comparing actual vs. standard time by service type, you keep scheduling him for both equally. Productivity left on the table every week.
A top customer went quiet three months ago and nobody noticed
Your largest property management client was paying $6,000 a month. They stopped in January. You found out in April when the accountant closed the quarter. No proactive alert meant three months of recoverable revenue was gone.
Second location performance evaluated by gut feeling
You opened a second location six months ago. You think it is going well. Without a side-by-side comparison dashboard, you find out at year-end that the new location hit 22% of its revenue target. The decision to keep or close it was based on optimism, not data.
How it works
How the performance dashboard works in 4 steps
From the moment a job closes to a line on your revenue chart, every data point updates automatically.
1
Step 1: Hub aggregates data in real time as each job closes
Payment received, revenue updates. Job marked complete, team member productivity recalculates. Invoice sent, margin adjusts. Commission paid, cash flow records. No nightly batch, no waiting. The dashboard reflects the actual state of your business right now.
2
Step 2: Metrics organized by four areas: financial, team, customer, location
Financial: revenue, margin, cash flow, overdue balances. Team: jobs completed, actual vs. standard time, quality score (review rating), commission earned. Customer: average job value, repeat rate, ticket per job, referrals. Location: side-by-side comparison across multiple offices.
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Step 3: Deco AI analyzes weekly and surfaces one actionable pattern
Deco runs in the background and identifies: 'Alex is your top painter (minus 2h vs. standard), schedule him for more interior work.' 'Lakewood HOA has been silent for 30 days, follow up.' 'January is historically 15% below target, consider promoting indoor services.' 'Customers who pay by ACH on the 1st renew at 90%.'
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Step 4: Proactive alerts, quarterly forecast, and historical comparison
Hub sends the owner a proactive alert via the business channel: 'Top customer has been silent for 30 days,' 'Team member down 20% this month.' Quarterly forecast based on active pipeline plus last 24 months of seasonality. Month-over-month, year-over-year, and location-vs-location comparisons built in.
Real example
Performance dashboard in action: two real scenarios
See how Hub helps an HVAC owner catch a slow season early and a property manager recover a silent client.
HVAC owner sees February revenue trending low in week one and runs a targeted promotion before the month is lost
Persona
Tom owns an HVAC company in Orlando. In past years he only realized February was slow when the accountant closed the books. Now the dashboard flags it in the first week.
- Feb 3Hub
Deco AI flags: 'Revenue pacing 22% below January. Based on last year, February is historically your slowest month. Consider a targeted promotion.'
Deco AIRevenue is pacing 22% below January through Feb 3. Historically your slowest month. Consider a February tune-up promotion to fill the schedule.Feb 3, 7:00 AM - Feb 4Tom
Launches a $79 AC tune-up promotion to his existing customer list. Sends 180 messages via Hub.
- Feb 5-10Customers
62 customers book the tune-up. 14 convert to full maintenance plans.
- Feb 28Hub
February closes 8% above January. Dashboard shows the promotion generated $9,300 in incremental revenue.
February closed at $41,200. Up 8% vs. January. Tune-up promotion drove 62 bookings, 14 maintenance plan conversions.
Outcome
Tom turned a historically slow month into his second-best month by acting on the Deco AI alert in week one rather than waiting for the accountant to close the books.
Before vs. after
Reimagine Hub vs. ServiceTitan, Jobber, and QuickBooks on real-time reporting
Without Reimagine Hub
- Owner closes the monthly spreadsheet by hand on Sunday night. Four hours lost, decision delayed.
- No actual-vs-standard time comparison. Top performer stays invisible and misallocated.
- Top customer goes silent with no alert. Three months of revenue gone before the accountant catches it.
- Second location runs in the dark. Gut feeling decides whether to keep it or close it.
- No quarterly forecast. Hiring and investment decisions based on feeling, not pipeline data.
- No seasonal pattern mapped. Every slow month comes as a surprise.
With Reimagine Hub
- Dashboard updates in real time. Owner opens their phone Monday morning and already knows how the week looks.
- Actual vs. standard time per team member by service type. Top performer identified by category.
- Proactive alert: 'Top customer has been silent for 30 days.' Recovery starts the same day.
- Location vs. location side by side. Decision to adjust or close based on clear comparison, not optimism.
- Quarterly forecast based on pipeline plus seasonal patterns from the last 24 months.
- Seasonal patterns from 24 months of data. Slow months are expected and planned for.
By the numbers
What owners report after switching
Results from businesses using the Reimagine Hub performance dashboard across home services, auto shop, real estate, and property management.
4h → 0h
Owner time spent on monthly number-crunching
Hub updates the dashboard in real time as each payment arrives
+18%
Productivity improvement reported after reallocating top performers
scheduling by service type, not just availability
30 days
Typical window to detect a silent top customer
vs 3 months without a proactive alert
12/mo
Actionable insights Deco AI surfaces per month on average
patterns you would not have caught manually
Results vary by volume, service catalog, and configuration. Figures observed across Reimagine operations running this feature for 3+ months.
By industry
Performance dashboard across every industry
Revenue, margin, and team utilization matter in every service business. The dashboard surfaces the same metrics regardless of your trade.
What sets us apart
How Reimagine Hub compares to ServiceTitan, Jobber, and QuickBooks on reporting
QuickBooks needs a manual export. ServiceTitan charges extra for advanced reporting. Hub shows live margin and team utilization out of the box.
ServiceTitan
- What it is
- Field service platform with reporting module
- Limitation
- Reporting requires manual setup and does not proactively alert owners to silent customers or performance anomalies
- Hub
- Deco AI runs weekly analysis automatically and surfaces actionable insights without the owner needing to open a report
Jobber
- What it is
- Job management with built-in reporting
- Limitation
- Standard revenue and job reports without AI-powered pattern detection or proactive customer-loss alerts
- Hub
- Hub adds Deco AI layer that flags anomalies and sends proactive owner alerts via the business channel
QuickBooks
- What it is
- Accounting software with financial dashboards
- Limitation
- Financial view only, no team member performance or customer behavior data
- Hub
- Hub combines financial, team, customer, and location metrics in one dashboard that updates in real time
Direct comparison
Performance dashboard comparison: Reimagine Hub vs. alternatives
How business analytics features stack up across platforms.
| Feature | Reimagine Hub | ServiceTitan | Jobber | QuickBooks |
|---|---|---|---|---|
| Real-time revenue and margin dashboard | ✓ | ✓ | ✓ | ✓ |
| Team member actual vs. standard time | ✓ | ✓ | ~ | — |
| AI-powered weekly pattern detection | ✓ | — | — | — |
| Proactive silent-customer alert | ✓ | — | — | — |
| Quarterly forecast from pipeline + seasonality | ✓ | — | — | ~ |
| Location vs. location comparison | ✓ | ✓ | — | ✓ |
| Included in base plan | ✓ | — | ✓ | — |
✓ Has feature~ Partial / limited— Not available
Technical honesty
What the performance dashboard does not cover
The dashboard reads from Hub data. A few external sources need manual input.
Revenue from payment processors not connected to Hub (cash, checks outside the system) requires manual entry to appear in the dashboard
Team member time data from external time-tracking systems requires an integration or manual import
Seasonal forecasts are based on Hub history; new accounts with less than 6 months of data will have limited forecast accuracy
What Hub does instead
Hub flags any data gap in the dashboard so you know exactly which numbers are incomplete and why.
Comes with the Hub
The dashboard connects to every job in your Hub
The performance dashboard reads from every other feature in the Hub. Commission data comes from the automated commission engine. Quality scores come from review requests sent after each job. Average job value comes from the payment collection record. You do not configure any data sources; the dashboard is live from day one.
Live
Service Catalog with Standard Times
Every job has a standard price and time. Techs quote consistently. Scheduler uses real durations. Reports show true margins.
View featureLive
GPS Time Clock
Techs clock in at the job site via GPS. No buddy punching. FLSA-compliant records. Payroll runs from real timestamps.
View featureLive
Warranty Auto-Registration
Hub registers the part and labor warranty when the job closes. Customer gets a warranty card by text.
View featureLive
Role-Based Permissions with Audit Trail
Owner, manager, front desk, team member, client. Each role sees only what it needs. Audit trail on every access, two-factor confirmation for sensitive actions.
View featureLive
Automatic Invoicing and Receipts
Job paid triggers an automatic invoice and receipt to the customer. Hub archives for compliance and exports monthly to your accountant. Zero manual entry.
View featureLive
Automated Payment Collection
Job done? Hub sends a payment link immediately. Customer pays by card or ACH. No invoice chasing.
View featureLive
Multi-Team Scheduler
Hub assigns jobs to the right tech based on skill, location, and availability. No double-booking, no phone tag.
View featureEvery feature above comes inside the Reimagine Hub on the same plan. See all Reimagine Hub features or get in touch if you are looking for something specific.
Pricing
Included in every Reimagine Hub plan
No Business Intelligence add-on, no per-seat reporting fee. The performance dashboard is part of the base Hub plan.
Glossary
Performance dashboard terms explained
Plain-English definitions for dashboard metrics.
- Actual vs. standard time
- A comparison between how long a team member took to complete a job vs. the expected time from the service catalog. The gap shows who is ahead of pace (efficiency) and who needs support.
- Quality score
- A composite rating per team member based on customer review scores and job completion rate. Updated automatically after each job closes.
- Silent customer alert
- A Deco AI notification triggered when a customer or account has had no activity for a configurable number of days. Prompts proactive outreach before the account is lost.
- Revenue pacing
- A projection of where revenue will land at month-end based on actual performance through the current date, compared to the same period last month and last year.
FAQ
Frequently asked questions about the performance dashboard
How current is the data in the dashboard?
The dashboard updates in real time as each job closes, payment is received, or review comes in. There is no batch update or nightly sync.
Can I filter the dashboard by team member or service type?
Yes. The dashboard has filters for date range, team member, service type, and location. You can also save filtered views as presets.
Does Deco AI send alerts automatically or do I have to check the dashboard?
Deco AI sends proactive alerts through the business messaging channel when it detects a pattern that needs attention. You do not need to log into the dashboard to receive them.
Can team members see their own performance data?
Yes, but only their own data. Role-based permissions control what each user can see. A team member sees their own jobs, time, and quality score. They do not see colleagues' pay or the company's overall margin.