Fieldsity

The Analytics add-on gives you a live dashboard of how your business is doing — revenue, outstanding balances, visits, and team performance, all in one place.

The Analytics dashboard showing revenue, outstanding balance, and visit trend charts

Analytics is an add-on. Turn it on from Add-ons, then open Analytics in the sidebar.

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Use the time-range buttons — This Week, This Month, Last 30 Days, Last Quarter, YTD — to change the window every card and chart covers.

Tip: For a quick daily pulse without opening Analytics, your Hub always shows this month's payments and upcoming visits.

Next: <a href="https://help.fieldsity.com/en/articles/13976589-track-your-revenue">Track your revenue</a>.

The numbers built into your Hub, invoices, and payments — plus the Analytics add-on.

What analytics does Fieldsity provide?

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Tab	What it shows
Business	Revenue this month, outstanding balance, visits, and trend charts.
Team	Visits, hours, billable %, and utilization per technician.
My Performance	Your own numbers at a glance.

What analytics does Fieldsity provide?

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