From Reports to Real Insights: Making the Most of Your Simpro Data
Simpro is packed with data that can help you run your business better. From being able to view profitability and labour costs to monitoring cash flow and employee performance, the data is already at your fingertips. The key is to make sure you are using that data in a way that drives confident decision-making.
For the majority of trade and service businesses, Simpro’s built-in reporting built-in has exactly what is needed to manage jobs, teams, and finances. But as businesses grow, there are a few who would like more rapid, visual, or strategic reporting. That’s where other tools come in, like Dashboards by API and Arkturus Business XRay, each opening up new means of viewing and making the most of your data.
The Basics: What Simpro Reports Can Do
Simpro has range of reporting options that give businesses a firm foundation, such as:
Job profitability: quickly see how each project is performing
Work in progress: track jobs through to invoicing and completion
Labour utilisation: understand how effectively your team’s time is being used
Invoicing & payments: maintain visibility of cash flow and outstanding balances
These reports work and they are useful to business on a daily basis. They provide clarity where it’s most needed, helping business managers and owners to make sure that work is on track and cash is in the bank.
At the same time, some businesses want reporting that is even more tailored to their needs, be it real-time dashboards for operational awareness, or deep analytics for strategic choice.
Dashboards by API: Real-Time Clarity, Simplified
Dashboards by API is for businesses that want fast, visual, and easy-to-understand reporting. With direct access to Simpro through its API, it constructs live dashboards specific to show the metrics that are most important to you, minus the spreadsheets.
Where it excels:
Real-time visibility: view jobs, cash, and team performance in real time
Custom dashboards built to your individual requirements, such as profitability, job status, or resource allocation
Simplicity: no coding or BI experience necessary, easy to install and use
Accessibility: view dashboards on desktop, mobile, or wall monitors for team-wide visibility
Dashboards by API is the quickest solution for any business to turn Simpro data into actionable insights that anyone can use, day in and day out.
As one client said:
“Dashboards by API gave us the visibility that we didn’t have in Simpro. It’s clean, neat, and shows us exactly what we need.”
Arkturus Business XRay: Strategic Depth and Insight
Arkturus Business XRay goes beyond dashboards to combine Business Intelligence (BI) with Process Intelligence (PI). It’s designed for businesses that need not only visibility, but deeper insight into drivers of performance and process efficiency.
Where it excels:
Dashboards & reports – tailored to your company-wide business strategy
Advanced visualisation – make challenging information easy to understand, simple and actionable facts
KPI tracking – track team, branch, or service line performance
Process analysis – identify inefficiencies and bottlenecks
Multi-system integration – integrate Simpro data to other systems and provide a more holistic picture
For organisations growing or looking to improve strategically, Business XRay can leverage data-driven operational improvements.
As stated by one client:
" Using Simpro and Business XRay, we've made a change to how we report on performance. Integration and actionable insight have revolutionised our business.”
Choosing What’s Right for You
It's not a matter of best, it's a matter of what fits with what you're trying to achieve currently:
Simpro Reports → for job management, team, and finance.
Dashboards by API → if you require real-time visibility and clean, customised dashboards to inform day-to-day decision-making.
Arkturus Business XRay → when you are ready for more advanced analysis, KPI tracking, and process insights that guide strategic development.
Each solution has its own strengths. Together, they give businesses the flexibility to start with clarity, and build towards strategy.
Turning Data Into Decisions
When you implement proper reporting, your job management system is more than a working tool. It is a decision-making tool. With Simpro as its base, and the ability to extend it with add-ons like Dashboards by API or Arkturus, you have everything you need at your fingertips to make data become insight, and insight become action.
Want to know the best reporting method for your business? Let's talk. We can provide you the transparency and awareness necessary for sound decision-making.