Your entire business.
One dashboard. Always live.
Encarmo Reports & Analytics pulls real-time data from every module — accounting, payroll, CRM, inventory, HR, invoicing, and scheduling — into custom dashboards and automated reports. Every number, in one place, updated the moment it changes. No spreadsheet to build. No exports to run. No waiting for month-end to know where your business stands.
You have all the data.
It's just in six different places.
Most businesses run their operations across a collection of disconnected tools — accounting in one platform, payroll in another, CRM somewhere else, inventory in a third system, HR in a fourth. Each tool has its own reports, its own dashboards, and its own version of the business's performance.
So when a business owner, finance director, or operations manager needs to understand the full picture — what the business made, what it cost to run, how the sales team is performing, what the inventory is worth, what the payroll-to-revenue ratio is — they build a spreadsheet. They export data from each system, paste it into tabs, write formulas to connect them, and produce a management report that took half a day and is already slightly out of date by the time it's shared.
This happens every month. Every quarter. Every time leadership needs a real number rather than a gut feeling.
The problem isn't the data. It's that the data lives in the wrong places.
Business owners on Encarmo reclaim an average of 9 hours per month previously spent building management reports from data exported across multiple systems.
The report you need at 9am is ready at 8:59.
Encarmo Reports & Analytics doesn't collect data separately — it draws from the live data already in your Encarmo modules. The moment a sale is invoiced, a payroll run is approved, or a stock movement is recorded, the reporting dashboard reflects it.
Data flows in from every module — automatically
Every action taken in every Encarmo module — an invoice sent, a payroll run approved, a deal closed, a stock movement recorded — updates the reporting layer in real time. There is no import, no sync, no scheduled refresh.
Choose your dashboards — pre-built or custom
Start with pre-built dashboards: financial performance, sales and revenue, workforce cost, inventory analytics, and full business overview. Customise any dashboard or build custom ones from scratch.
Schedule your reports — automated delivery
Configure recurring reports to send automatically to the people who need them — weekly P&L to finance, inventory status to operations, quarterly management pack to the board, formatted and ready.
Answer any business question — from one place
Filter any dashboard by date, department, location, or product line. Drill into any number to see underlying transactions. Export to Excel or PDF, or share a live link with a stakeholder.
Every business report you need. Built from every module you use.
Reports & Analytics is free with any paid Encarmo module. Every report type, every dashboard, and every automation listed below is included — with no cap on the number of reports, dashboards, users, or scheduled deliveries.
Unified Business Dashboard
A single, live view of your entire business — financial performance, sales pipeline, workforce costs, inventory position, and operational metrics — all in one dashboard, updated in real time.
Financial Reporting — P&L, Balance Sheet, Cash Flow
Professional financial reports generated automatically from your Encarmo Accounting data — for any period, in any comparison format (month-on-month, year-on-year, actual vs budget).
Sales and Revenue Analytics
Track revenue performance from deal opened to invoice paid. See pipeline value by stage, conversion rate, average deal size, revenue by client and rep, and invoiced versus collected revenue.
Payroll and Workforce Cost Reporting
See total payroll cost broken down by department, location, or individual. Track payroll as a percentage of revenue and compare workforce cost to headcount growth over time.
Inventory and COGS Analytics
Track stock value, movement, COGS, turnover rate, dead stock, and shrinkage across all locations in real time. See which products generate the highest margin.
HR and Workforce Analytics
Headcount by department, average tenure, turnover rate, absence rate, leave balance utilisation, time-to-hire trends, and salary band distribution — drawn from live employee records.
Custom Dashboards and KPI Tracking
Build custom dashboards for any audience or business question across modules. The audience determines what they see, not a separate data source.
Automated Report Scheduling and Delivery
Define a report and set a delivery schedule. Recipients receive it by email as a PDF or live dashboard link, generated from live data at the moment of delivery.
Department and Cost Centre Reporting
Break every metric down by department, location, cost centre, project, or any custom dimension. Allocate shared costs and see true departmental profitability.
Export, Sharing, and Presentation Mode
Export any report as PDF or Excel. Share a live, read-only dashboard link with stakeholders who don't have an account. Presentation mode for board meetings.
Every module feeds the dashboard. Every number in its rightful place.
Reports & Analytics doesn't create data — it brings together the live data from every Encarmo module your business uses. Here's what each module contributes to your business intelligence picture.
From Accounting — Financial Truth
Profit and loss, balance sheet, cash flow, accounts receivable, accounts payable, tax liabilities, bank balances, and journal-level transaction history. Revenue, cost, margin, and cash position are always current because accounting data is always current.
From Invoicing — Revenue Reality
Total invoiced revenue, collected revenue, outstanding receivables, overdue invoices, average days to payment, and revenue by client. Shows the gap between invoiced and collected revenue — and which clients are consistently late.
From CRM — Sales Performance
Pipeline value by stage, conversion rates through the funnel, average deal size, sales cycle length, revenue closed by rep, lead source performance, and win/loss ratios.
From Payroll — Workforce Cost
Total payroll cost by period, department breakdown, payroll as percentage of revenue, salary distribution by grade or role, and employer cost breakdown. Workforce cost is visible alongside everything it's supposed to generate.
From HR — Workforce Intelligence
Headcount by department and location, employee tenure distribution, turnover rate, absence rate, leave balance utilisation, and time-to-hire for recent roles. Scheduled as board-ready workforce reports alongside financial data.
From Inventory — Stock and Margin Intelligence
Total inventory value, stock by location, turnover rate, days inventory outstanding, COGS by product and period, dead stock value, and margin by product line — updated in real time as stock moves.
From Scheduling — Utilisation and Time Intelligence
Billable hours logged versus non-billable hours, utilisation rate by team member and department, revenue per billable hour, appointment volume by service type, no-show rate, and capacity versus booked hours. Scheduling analytics answer the question that agencies, consultancies, and service businesses ask most: is our team's time generating the revenue it should be?
Real dashboards. Real decisions. Real time.
Verified reviews from G2, Capterra, and Trustpilot — from business owners and finance teams who replaced their reporting setup with Encarmo.
“Before Encarmo, I spent the first weekend of every month building a management pack in Excel. Pulling revenue from our accounting software, payroll costs from our payroll system, pipeline from the CRM, and inventory value from our stock tool — then making it all add up and look presentable. It took about six hours and was always slightly wrong somewhere. I now open the Encarmo dashboard on the first of the month and it's already there. The six hours I got back each month is more valuable than anything I could have bought with it.”
“I prepare board reports for three entities. Each one used to require a separate data pull from accounting, a separate payroll summary, a separate CRM update, and a separate HR headcount file. I'd consolidate them in a master spreadsheet that took the best part of a day. Encarmo's consolidated reporting pulls all of it together automatically. I've configured the board pack to send itself on the last Friday of every quarter, formatted and ready. My board receives it before I've sat down on Friday morning.”
“The thing that changed for us wasn't a specific feature — it was the ability to ask a question and get an answer without going to three different systems. ‘What's our payroll-to-revenue ratio this month?’ Now I open the dashboard. ‘Which clients are most profitable net of the hours we've spent on them?’ Now it's a filter click. The decisions we're making are better because we're making them on what's actually happening, not what happened last month.”
Read all 2,400+ reviews → or See customer case studies →
Business analytics built for businesses that run on more than one tool.
Most reporting tools report on one thing. Encarmo Reports & Analytics reports on everything your business runs on — because all the data lives in the same platform, updated by the same people doing the same work they were already doing.
| Feature | Encarmo Reports | Single-tool reports | Spreadsheet-based BI | Enterprise BI platforms |
|---|---|---|---|---|
| Financial reporting — P&L, balance sheet, cash flow | ✓ | Accounting only | Manual build | ✓ |
| Sales and pipeline analytics | ✓ | CRM only | Manual export | ✓ |
| Payroll and workforce cost reporting | ✓ | Payroll only | Manual export | Add-on |
| Inventory and COGS analytics | ✓ | Inventory only | Manual export | Add-on |
| HR and headcount analytics | ✓ | HR only | Manual export | Add-on |
| Invoicing and AR aging analytics | ✓ | Invoicing only | Manual export | Add-on |
| Scheduling and utilisation analytics | ✓ | Scheduling only | Manual export | Add-on |
| Cross-module insights (e.g. payroll-to-revenue) | ✓ | No | Manual formula | Add-on |
| All data from one source — no exports | ✓ | No | No | Requires connectors |
| Real-time data — updates on every transaction | ✓ | Per-module only | No | With configuration |
| Automated report scheduling and delivery | ✓ | Limited | No | ✓ |
| Custom dashboards — unlimited | ✓ | Limited | Unlimited (manual) | ✓ |
| Role-based dashboard access | ✓ | Limited | No | ✓ |
| No data engineering or BI developer required | ✓ | ✓ | No | No |
| Board-ready PDF output | ✓ | Limited | Manual formatting | ✓ |
| Unlimited users — no per-seat fee | ✓ | No | N/A | No |
| Price | Free with any paid module | Included in module | $0 + significant time | $200–2,000/mo |
Single-tool reports
Every Encarmo module already includes its own native reporting — payroll summaries in Payroll, P&L in Accounting, pipeline analytics in CRM. Single-tool reports answer module-level questions well. They stop working when you need to see across modules — when you want to compare payroll cost to revenue, or understand inventory margin alongside invoiced sales.
Spreadsheet-based business intelligence
The manual approach — export from each tool, import into Excel, build pivot tables, write formulas — costs nothing in software but significant time in human hours. For a business making 200 decisions a month, producing the data for those decisions from spreadsheets consumes capacity that should be spent on the decisions themselves.
Enterprise BI platforms
Full-featured business intelligence platforms that connect to multiple data sources and support SQL querying. They solve the data-from-multiple-systems problem comprehensively — but require a data engineering team, a BI developer, and an enterprise subscription budget. For most businesses under 200 employees, the infrastructure cost exceeds the insight value.
Full business analytics. Free with any paid Encarmo module.
Reports & Analytics is not a separate subscription. It's included with every paid Encarmo module — automatically, from the moment you activate it. Add Payroll and your workforce cost analytics are live. Add CRM and your sales pipeline reporting is live. Add Inventory and your stock and margin dashboards appear. Every module you add contributes its data to the same live business dashboard.
Accounting and Invoicing remain free forever, with basic module-level reporting included.
The reporting cost most businesses don't see
Standalone business intelligence tools charge $200–2,000/month to aggregate data from multiple sources into one dashboard — and require a data engineer or BI developer to build and maintain the connections.
Spreadsheet-based reporting is free in software cost but not in human cost. At an average of 6–9 hours per month building management reports manually, a business spending this time is paying its finance director or operations manager to do the work of a data pipeline. The true cost is significant.
Encarmo Reports & Analytics costs nothing additional. We're just showing you the data that's already in the system, clearly, in one place, in real time.
Business analytics for every person who needs to know the numbers.
The full picture, in ten seconds
Your dashboard shows revenue, costs, margin, cash position, pipeline, and headcount in one view — updated in real time. When someone asks what margin was last quarter, you answer from your phone.
Board-ready, without the day of compiling
Financial reporting pulls from the live ledger — P&L, balance sheet, and cash flow current to the minute. Board packs send automatically, formatted correctly, without your team spending a day.
See across departments, simultaneously
Cross-module dashboards show sales, workforce cost, inventory, and utilisation in one view, filtered by location or department. See a metric moving the wrong way before it's a problem.
Performance visible in real time
Pipeline by stage, conversion rate, average deal size, revenue closed versus target, and deal velocity. Identify deals at risk before they go cold, with confidence to act on current performance.
Workforce data, board-ready
Headcount trends, turnover rate, absence rate, leave utilisation, and cost per employee — drawn from live HR and payroll data. Schedule the monthly headcount report to finance automatically.
Client reporting, always current
Accounts receivable, accounts payable, bank reconciliation status, and tax summaries are current as of the last transaction — not as of the last emailed export from your client.
The questions buyers actually ask.
These are the questions that come up most before someone signs up. Anything else, our team responds in under 2 hours during weekdays.
Does Reports & Analytics cost extra — or is it included with my modules?
How is the data in the reports always current — what's the refresh rate?
Can I give my accountant or board members access to specific dashboards without giving them access to everything?
Can I compare performance across multiple time periods — month-on-month, year-on-year?
Can I build custom dashboards for specific departments or audiences?
How do automated report schedules work, and can I control the format?
Can I see profitability by client — combining revenue from CRM and costs from payroll and inventory?
What happens to my reports if I deactivate a module?
Your business dashboard is ready.
It's been building itself the whole time.
Every action your team has taken in Encarmo — every invoice sent, every payroll run, every deal updated, every stock movement recorded — is already in the reporting layer. Activate Reports & Analytics and your dashboard populates immediately, from the day you started using the platform.
The management report that used to take six hours to build is ready before you sit down on Monday morning. The board pack that used to take a day to compile sends itself on the schedule you set.
“I haven't built a management spreadsheet in seven months. The dashboard I open on Monday morning tells me everything the spreadsheet used to tell me — and it took me twenty minutes to configure, not six hours every month to build.”
— Encarmo customer, operations director, business with five active modules