Getting started

The Metrics section of the Portal provides easy access to an abundance of data regarding your inspections. Each summary section contains graphs that show the data in graphical form.

Metrics subsections

Each section, except Filter by month and Account receivable, can be glanced at with more details by hovering the cursor over each graph. Clicking any of the data bars will provide a detailed list of the items being accounted for in that section.

Filter by month

This section lets you filter the metrics by date. Choose a date to begin the filter and another to end it using the From and To options respectively.

Account receivable

The total amount recorded as being owed by customers for sales for the previously chosen period of time is shown here. This amount will change depending on the time chosen.

Total inspection revenue per month (in dollars)

Note: This section is only populated with data when payments through Palmtech Complete are enabled. To learn more about enabling payments follow this guide: Setting up payments

A breakdown of the revenue received each month is shown here. Hovering over any given month will show the exact amount of revenue received for it. Clicking any of the data bars will provide a detailed list of the items being accounted for in that section.

Inspections per month

This section shows the amount of inspections performed in any given month. Hovering over any given month will show the exact amount of revenue received for it. Clicking any of the data bars will provide a detailed list of the items being accounted for in that section.

Top agents by inspections

This section shows a ranking for the amount of inspections performed by all team members in any given month. Hovering over any given month will show the exact amount of revenue received for it. Clicking any of the data bars will provide a detailed list of the items being accounted for in that section.

Top agents by revenue