Analytics Overview | FieldCamp

Understand FieldCamp Analytics, choose the right tab, adjust the six-month date range, explore metrics, and download existing files from report history.

FieldCamp Analytics brings operational, financial, customer, workforce, inventory, and workflow data into one workspace. Use it to review prebuilt trends, investigate a question, save charts to a board, or download an export that has already been generated.

The Analytics tabs you can see depend on your Analytics permissions. An admin can review access in Roles and permissions.

Open Analytics

Select Analytics in the FieldCamp sidebar. FieldCamp opens the first Analytics tab your role can access.

The Analytics workspace can include these tabs:

Tab	What it is for
Overview	Review prebuilt KPI cards and charts for jobs, revenue, clients, team members, job status, job type, skills, and lead flow.
Playground	Select a metric, date range, grouping, and chart type to answer an ad-hoc question.
Boards	Open and manage charts saved together as a dashboard. See Custom dashboards and boards.
Reports	Review export history and download an existing export file.

Overview, Boards, and Reports appear only when your role has the corresponding permission. Reports is not an export builder: it lists files generated by export workflows elsewhere in FieldCamp.

Review the Overview tab

The Overview tab starts with a date range from six months ago through today. The selected range applies to the Overview data. Use the date control to choose another period, or select Reset to return to the six-month range.

The prebuilt view includes:

Total Jobs, Total Revenue, Total Clients, and Total Team Members cards
Job Volume Trends and Revenue Trends
Job Status Distribution and Job Status by Month
Job Types, Team Skills Distribution, and Lead Flow by Stage

If the workspace has no analytics data yet, FieldCamp shows an empty state instead of blank charts.

Explore metrics in Playground

Use Playground when the Overview does not answer your question.

Open Playground.
Choose a metric.
Set the Date Range and any available Group By or Breakdown By options.
Choose a supported chart type, such as Table, Bar, Stacked Bar, Line, Pie, or Area.
Review the result. If you want to monitor it again, use Save to Board and select or create a board.

The available metric catalog is grouped into these categories:

Category	Examples
Financial	Revenue trends, collection rate, deposits, payment methods, and invoice values
Workforce	Scheduled and actual hours, utilization, overtime, mileage, and revenue per technician
Jobs & Visits	Job volume, job and visit status, completion rates, values, and durations
CRM & Pipeline	Clients, lead sources, stages, requests, conversions, and overdue requests
Estimates	Estimate value, approval rate, conversion rate, and approval time
Inventory	Items, stock value, warehouse stock, top-selling items, and purchase-order status
Geographic	Jobs and revenue by state, and average job value by city
Tasks & Workflows	Task volume, status, priority, completion, workflow executions, and success rate

The chart types and grouping choices can vary by metric and date range. For reusable table and Kanban configurations outside Analytics, see Custom data views.

Use Boards

Boards collect saved Playground charts into dashboards. Open Boards to review the dashboards your role can access, open a board, or manage saved charts. Board access is controlled separately from Overview and Reports access.

Download an existing report

Open Reports to see the export history available to your workspace. Each report card shows the file name, export date, file size, and a download control.

Open Reports.
Find the export by its file name and date.
Select the download icon on the report card.

If no exports are available, the tab shows No reports found.