Analytics

Track KPIs, analyze trends, and monitor SLA compliance across your projects. Five sections, plain-English insights, and a Win-Rate-by-Tag chart no shop tool under $500/mo offers. Navigate here with Ctrl+5.

Five Sections, One Story

The Analytics page is split into five sticky pill-nav sections. Each opens with a question-based subtitle and a hero KPI — the single number to focus on for that section — followed by detailed cards and charts.

Section	Hero KPI	Question it answers
Production	At-Risk Jobs	"Are we shipping on time?"
Quality	NCR Rate	"How much does our work cost in rework?"
Financial	Average Margin %	"Where's the money going?"
Sales & Quoting	Win Rate	"Are we winning the right work?"
Workload	Active Jobs per Worker	"Who's overloaded? Who's idle?"

The pill nav stays sticky as you scroll, so you can always jump between sections. Click any chart bar (Status, Stage, or Customer) to drill down to the Dashboard with that filter pre-applied.

Executive Summary & Headline Insight

At the top of the Analytics page, the Executive Summary banner shows 4-6 plain-English fact lines plus an auto-generated headline insight. The headline is picked by an insight ranker that scans your data for the top story, in this priority order:

Bottleneck — a stage where work is piling up
Margin leak — a customer or tag systematically losing money
Pricing accuracy — a tag where estimates miss by a wide margin
Quality spike — an NCR rate jump worth investigating
Customer concentration — over-reliance on a single account

Each section also has a small 💡 Insight strip below its header pulling out the most actionable note for that section.

Hover any KPI card for a tooltip explaining what it measures, why it matters, and the healthy benchmark sourced from ASQ (Cost of Quality), AME (On-Time Delivery), and Sandler/Gartner (Win Rates).

Time Range Selection

The Analytics page starts with a time range selector at the top. All KPI cards, charts, and tables below are filtered to show data within your chosen period. The available options are:

Last 7 days — A quick look at this week's activity
Last 30 days — The default view, covering roughly the past month
Last 90 days — A quarterly perspective for trend analysis
All time — Every entry and event since the project was created
Custom range — Define your own start and end dates using a pair of CalendarDatePicker controls

When you select Custom range, two date pickers appear. Choose a From date and a To date to define your window. Both entries and audit trail records are filtered by these dates, so charts like "Entries Over Time" and the Activity Table reflect only what happened within your custom window.

Tip Use the custom range to generate analytics for a specific quarter, a particular month, or even a single week. This is especially useful when preparing reports for management reviews or year-end summaries.

KPI Cards

The top section of the Analytics page displays up to 13 KPI cards in a responsive grid. Each card shows a single metric with its value prominently displayed. Some cards only appear when relevant data exists in your project — for example, margin and profit cards require estimated value and cost fields to be populated.

Analytics KPI Cards Screenshot of the Analytics page showing the KPI cards grid with values like Total Entries, SLA Compliance, and On-Time Rate

Entry Metrics

Card	Description
Total Entries	The total number of active (non-deleted, non-archived) entries in the selected time range.
New This Period	How many entries were created during the selected time range. Useful for measuring intake volume.
Avg Completion Days	The average number of days from entry creation to reaching a completed pipeline stage. Lower is better.

Delivery & SLA Metrics

Card	Description
SLA Compliance %	The percentage of stage transitions that completed within their SLA target. Calculated from your pipeline's per-stage SLA targets.
Overdue Rate %	The percentage of entries that are currently past their due date. A high rate signals capacity or scheduling problems.
On-Time Delivery Rate	The percentage of completed entries that were finished on or before their due date. The gold standard for delivery performance.

Financial Metrics

Card	Description
Total Estimated Value	The sum of all estimated values across entries in the period. Requires the `estimated_value` built-in field to be populated.
Average Margin %	The average profit margin across entries that have both estimated value and cost data.
Total Profit	The sum of (estimated value minus cost) across all applicable entries. Only appears when cost data exists.

Operational Metrics

Card	Description
Top Customer	The customer with the most entries in the period. Helps identify your highest-volume accounts.
NCR Rate	The non-conformance report rate — the percentage of entries that have quality issues recorded. Only appears when NCR data exists.
Cost of Quality	The total cost impact of non-conformances. Calculated from the cost impact fields on NCR records attached to entries.
Material Readiness %	The percentage of entries whose material requirements are fully allocated. Tracks whether jobs are waiting on materials.

Note Cards that depend on optional data (financial fields, NCR records, material requirements) are automatically hidden when no relevant data exists. As you start populating these fields on your entries, the corresponding KPI cards will appear.

Charts & Visualizations

Below the KPI cards, the Analytics page presents a series of chart sections. Each section focuses on a different aspect of your operations. Sections with no relevant data are automatically hidden to keep the page clean.

Analytics Charts Screenshot showing the Status Distribution and Entries Over Time charts

Status Distribution

A breakdown of entries by their current pipeline stage. Shows how many entries are in each stage right now, giving you a snapshot of work distribution across your workflow. Helps you spot stages where work is piling up.

Entries Over Time

A weekly bar chart showing the number of new entries created each week within your selected time range. Use this to identify trends in incoming work volume — seasonal spikes, growth patterns, or quiet periods.

SLA Compliance by Stage

A per-stage compliance breakdown showing what percentage of entries moved through each pipeline stage within the SLA target. Stages with low compliance are highlighted, helping you focus improvement efforts where they matter most.

Priority Breakdown

Distribution of entries by priority level (Rush, High, Normal, Low). Useful for understanding whether your team is overloaded with high-priority work or if priorities are well-balanced.

Customer Breakdown

Shows the top customers by entry count. Identifies your highest-volume clients and helps ensure you are allocating capacity appropriately across accounts.

Stage Bottlenecks

Compares the average number of days entries spend in each stage against the SLA target for that stage. Stages where the average exceeds the target are visually flagged, making it easy to identify where jobs get stuck. See Bottleneck Analysis below for more detail.

Activity Table

A chronological list of recent audit trail events — entry creations, status changes, field edits, and other actions. Filtered to the selected time range. Useful for a quick review of what has been happening in the project.

Customer Analysis

Deeper customer metrics including total value per customer, average completion time, and on-time delivery rate by customer. Helps you identify which accounts are most profitable and which may need attention.

Job Costing

Financial analysis showing estimated value vs. actual cost per entry, profit margins, and cost trends over time. Only appears when entries have both value and cost data populated.

Quality / NCR Analysis

Non-conformance trends, NCR rate over time, cost of quality breakdown, and most common defect types. Only appears when entries have NCR records attached. Essential for continuous improvement programs and ISO compliance.

Tip If a chart section is not visible, it means there is no relevant data for it in the selected time range. For example, the Job Costing section requires entries with estimated_value and estimated_cost built-in fields populated. Start entering that data on your entries and the charts will appear automatically.

SLA Compliance Analysis

The SLA Compliance section provides a detailed breakdown of how well your team is meeting stage-level service targets. For each pipeline stage that has an SLA target configured, the analysis categorizes entries into three buckets:

SLA Compliance Chart Screenshot of the SLA Compliance by Stage chart showing On Track, At Risk, and Overdue segments per stage

On Track — The entry moved through the stage within the target number of days
At Risk — The entry is still in the stage and approaching the SLA deadline
Overdue — The entry exceeded the SLA target for that stage

SLA targets are configured per stage in the Pipeline editor. Each stage can specify a target number of days and whether to count business days or calendar days.

Note When a stage is configured to use business days, the calculation automatically excludes weekends and any holidays defined in your business calendar. This ensures that SLA compliance numbers are fair and accurate — a job sitting over a long weekend does not count against your team.

The compliance percentage shown in the KPI card at the top represents the overall rate across all stages. The per-stage breakdown in the charts section lets you drill down to see exactly which stages are meeting targets and which are not.

Bottleneck Analysis

The Bottleneck Analysis chart compares the average time entries spend in each stage against the SLA target for that stage. This is one of the most actionable analytics in GlyphFex because it tells you exactly where your workflow is slowing down.

How to read the chart:

Each pipeline stage is listed as a row
The bar length represents the average number of days entries spend in that stage
A vertical marker shows the SLA target for comparison
Stages where the average exceeds the target are highlighted to draw attention

Common bottleneck patterns and what they mean:

One stage consistently over target — That stage likely needs more capacity (people, machines, or shifts)
Multiple stages slightly over target — The overall pipeline may be overloaded; consider reducing WIP (work in progress)
Early stages over, later stages under — Work is getting stuck in planning or engineering and then rushing through production
All stages well under target — Your SLA targets may be too generous; consider tightening them to drive further improvement

Tip Share the Bottleneck Analysis chart in your weekly production meetings. It gives everyone a clear, data-driven view of where the shop is struggling and where it is performing well. Pair it with the SLA Compliance chart for a complete performance picture.

Quote Accuracy (Sales & Quoting)

Top shops hit 70% quote-to-book accuracy. Average shops hit 51% (Modern Machine Shop, 2024). The Quote Accuracy section in the Sales & Quoting tab tells you which side you're on, and which tags or customers are dragging you down.

Per-Tag Overrun Slice

For every tag with at least 3 completed quotes, GlyphFex computes the average actual vs estimated hours. Tags where actuals systematically exceed estimates by more than 15% are flagged. Common culprit: a "Stainless Steel" tag whose welding time is consistently underestimated by 40%.

Per-Customer Overrun Slice

Same logic, broken down by customer. Useful for finding the customer who always says "this should be quick" and always isn't.

Monthly Accuracy Trend

A line chart showing quote-to-actual accuracy month over month. Use it to confirm whether your quoting is improving (the goal) or drifting.

Auto-Generated Insight

The section surfaces a one-line insight pointing at the worst-overrun tag or customer this period — the place to focus your next pricing review.

Closes the loop on Smart Quoting Smart Quoting suggests hours from history. Quote Accuracy measures whether those suggestions panned out. If a tag is consistently overrunning, you'll see it here before it eats more margin.

Win Rate by Tag (Sales & Quoting)

The killer differentiator. No shop tool under $500/mo offers a per-tag win/loss view. Most shops have a gut feeling about which work they win and which they don't. This chart turns that gut feeling into data.

What you see

One row per tag (filtered to tags with at least 3 won OR 3 lost samples; top 12 by volume)
A dot bar showing the won/lost ratio at a glance
Median quoted price for won jobs and median quoted price for lost jobs — price gaps are visible
The most common Lost Reason for that tag

What we don't do

We don't tell you to "drop your price on Stainless Steel by 8%." That's the Salesforce coaching trap that 45% of reps now rate as below-average advice. The eBay and Zillow pattern: show the data, let the operator decide. You know your shop; we know your numbers.

Lost Reason

When you mark a quote as Lost (from the Entry Detail window or Dashboard quick-close), GlyphFex prompts for the reason. Choices follow the standard B2B win/loss taxonomy:

Too expensive
Lost to competitor
Too slow / lead time
Customer cancelled
Specs changed
No response
Other

Research finding (Corporate Visions): 30-50% of quotes attributed to "lost on price" are actually lost to slow turnaround, capability mismatch, or relationship. If you blindly drop your price you sell margin away without winning more work. Lost Reason capture lets you tell the difference.

Lost Reason is an optional built-in field. Enable it in Settings > Fields > Built-in Key Fields if you want the prompt to appear when marking quotes Lost.

Engagement Layer (Streaks, Heatmap, Loyalty)

Borrowed from outside the ERP world. The pattern: surface wins so they feel like wins, surface effort so it doesn't go unseen.

Streak Counters

Three pills at the top of the Analytics page:

On-time-weeks streak — how many consecutive weeks you've hit your on-time delivery target. Duolingo pattern
Days since last overdue — counts up from your most recent missed deadline. Factory safety-board pattern
Days since last NCR — the same idea for quality issues

Capacity Rhythm Heatmap

A 90-day grid in the GitHub-contributions style showing daily completed jobs. Darker squares = busier days. The heatmap auto-detects your busy/quiet weekday pattern (e.g., "Mondays are slow, Thursdays are crushed") and writes it as a one-line insight below the grid.

Customer Loyalty Highlights

Two side-by-side cards: your longest-tenured customer (the one you've been working with the longest) and your most-active-this-year customer. Spotify Wrapped, but for shop work. Useful for the year-end thank-you call.

PDF Export

Click the Export PDF button in the toolbar to generate a multi-section, board-ready report. The PDF includes the Executive Summary, hero KPIs from each section, and the most important chart per section. Useful for monthly management reviews or year-end summaries.

Refresh & Auto-Refresh

The Analytics page provides two ways to keep your data current:

Manual Refresh

Click the Refresh button in the toolbar to reload all analytics data immediately. Use this after making changes on other pages (e.g., updating entry statuses on the Dashboard) to see the impact reflected in your KPIs and charts right away.

Auto-Refresh

When connected to a SQL Server database (team mode), the Analytics page automatically refreshes every 30 seconds. This ensures that metrics stay up to date even when multiple users are making changes simultaneously across the network.

Note Auto-refresh is only active in SQL Server (team) mode. In SQLite (solo) mode, you are the only user making changes, so manual refresh is sufficient. The page also refreshes automatically whenever you navigate to it.

Tip The Analytics page works well on a secondary monitor during the workday. Keep it open alongside the Dashboard for a real-time view of your shop's performance as entries move through the pipeline.