Analytics

Analytics is the first screen after you sign in. It shows how the office is doing: the money in and still owed, the transfers in the works, and which services sell. Most cards open the records behind their number when you click them.

The controls

• Period button: the calendar button with the period’s name. It sets the dates for every card that follows a period (see the table below). The screen remembers your choice next time.
• Daily / Weekly / Monthly: how the Revenue Over Time chart groups its points. It changes only the chart; the cards stay the same.
• Export: downloads the report for the period as a PDF.

The cards reload together whenever you change the period, and on their own when something new comes in. While they reload, they dim and a thin line runs under the heading.

What each number means

On screen	What it counts	Period
Total revenue	The money received on paid invoices, refunds taken off. It includes the taxes and state fees you collected, not just your own charges.	Invoices created in the period
Total profit	The part of each payment that is your own service charges, without the taxes and state fees you pass on. Refunds are taken off.	Payments received in the period
Outstanding	What customers still owe on invoices that are open or overdue.	Invoices created in the period
Active transfers	Transfers that are Pending or In Progress. The three lines under the number split them, and Done counts the completed ones.	All transfers, any date
Pending estimates	Estimates still waiting for the customer to approve them.	All estimates, any date
Clients served	How many different clients had a transfer opened.	Transfers created in the period
vs. … last year	The same number for the stretch of days just before the period, as long as the period. The words follow the period: “last month” for This month, “last year” for This year.
Green or red pill	How much the number went up or down against that earlier stretch. There is no pill when the earlier number was zero.

Revenue and profit can disagree

Revenue counts an invoice once it is paid in full, by the date the invoice was created. Profit counts each payment by the day it came in, partial payments included. A customer paying in installments shows in Profit before Revenue.

What the cards below mean

On screen	What it means
Revenue Over Time	Revenue (blue) and profit (green) for the period, one point per day, week or month. The line under the title says which. Point at the line to read the values.
Total pill	The revenue for the whole period, the same as Total revenue.
Transfer Pipeline	Every transfer by status: Pending, In Progress, Completed, and Rejected when there are any. The bar shows the split, each tile the count and its share. Any date.
Transfer Types	The share of transfers per process: Title Only, Title & Registration, Registration Purposes Only. Any date.
Title Types	The share of invoices by title: Clean & Rebuilt or Salvage. Any date.
New Clients This Month	The big number is the clients added in the selected period. The “vs. …” line beside it is the same count for the stretch just before it.
Top Services	Your services ranked by what they have brought in, with how many you sold. Any date.

Top Services shows five rows. View All shows up to 50, scrolling inside the card, and Show less goes back to five.

Look at another period

1. Click the period button at the top right.

   

2. Pick Last week, This month, Last month or This year. Every card that follows a period reloads.

3. For other dates, pick Custom range… and choose the first and last day. The button then shows the dates you picked.

Export the report

Click Export. TitleAI downloads AnalyticsReport.pdf for the period on the button: a report of your office’s analytics for those dates, ready to save or print.

Open the records behind a number

Click a card to see the records it counts:

Click	Opens
Total revenue or Total profit	Financials, the paid invoices for the period.
Outstanding	Financials, the open invoices for the period.
Active transfers	Transfers, with the In Progress chip on.
Pending estimates	The estimates in Financials that are pending.
Clients served	Clients, the ones served in the period.
A tile in Transfer Pipeline	Transfers, with that status chip on.

The back arrow at the top left brings you back to Analytics.

On the phone

The periods are chips under the heading: This week, This month, Last month, This year and Custom. The chip after them shows the grouping (Daily, Weekly or Monthly); tap it, or the filter icon, to change both in one sheet. Export is the round download button at the bottom right, and Refresh is in the ⋯ menu. The cards stack in two columns.