Build reports: charts from your own numbers
How to build reports from your own numbers in stipt: fixed reports for CRM and revenue, analysis blocks you put together yourself and charts dot makes for you.
In this guide
- What is Analytics in stipt?
- Which reports are built in?
- How do I build my own analysis block?
- How do I turn a question into a chart?
- Which reports are useful for a trade business?
- Can I ask dot for a chart?
- How do I get from a number to the records behind it?
- How do I track lead times and trends over time?
- Frequently asked questions
Short answer
In stipt you build reports on the Analytics page. It holds four fixed tabs (CRM, Revenue, Inbox and Tasks) and your own analysis blocks, which you put together without formulas from a source, a measure, a period, filters and a split. You can also ask dot for a chart in plain language. Admins have Analytics included; other team members need the Analytics add‑on, at €20 per person per month on annual billing.
By the makers of stiptUpdated October 5, 20269 min read
What is Analytics in stipt?
Analytics is the reporting page of stipt. You open it from Analytics at the bottom of the left rail. The page has two parts: four fixed tabs with built‑in reports, and your own analyses. Those are blocks you put together yourself and analyses dot builds for you and that you keep.
Analytics is not a module from the Module center but an add‑on per person. Admins always have access. A team member with the User role needs the Analytics add‑on, which an admin switches on under Settings, Members. It costs €20 per person per month on annual billing, or €24 on monthly billing, excluding VAT. An add‑on requires full CRM visibility. Without access you land on the home page.
With the add‑on you view the analyses, refresh and rename them, and switch their view. Building and adjusting blocks, keeping dot's analyses as cards and managing tabs is up to an admin.
Which reports are built in?
The CRM tab draws the customer journey from lead source to status as a Sankey diagram per status flow, with real counts. Below it sit Conversion by lead source (won, open and lost, with the win rate) and Time per status: the median and p90 in days per status, green when the configured target time is met and red when it is missed. Volume over time counts per day, week or month how often something happened, such as new leads or scheduled appointments.
The Revenue tab is about money: revenue won from accepted quotes, margin, actual margin and pipeline value, with charts for revenue and margin over time, margin per product and revenue per salesperson. Margin is only calculated over quote lines with a known cost price; revenue without a cost price is shown separately.
The Inbox tab uses a contact heatmap to show on which day and at which hour customers reach out, with message volume, topics and response time per employee. The Tasks tab does the same for tasks. The fixed tabs compute over your full history.
How do I build my own analysis block?
An analysis block is a chart you put together from fixed building blocks, without formulas. As an admin you click New block in the top right. At the top sits the same builder bar as in Lists, and below it you see the block straight away with your real numbers. Every choice updates the preview.
You pick the source (what one row is, such as appointments, quotes or records) and the measure: Count, Share (which percentage meets a condition), Calculate with a number (sum, average, median, p90, minimum or maximum) or Lead time (the time between two dates, in days, workdays or hours). Under Period you choose which date counts, over which period, a time axis per day, week, month, quarter or year, and optionally a comparison with the previous period or last year.
With Split by you break the result down by up to two columns, such as appointment type, assignee or drop‑out reason, or into classes with your own boundaries. Filters decide which rows count. As the view you pick Table, Line, Column or Ranking, optionally with a target line for your goal.
How do I turn a question into a chart?
Every analysis starts with a question, for example: what percentage of our appointments does not go ahead, per assignee? You translate it into a few choices. What is one row? An appointment. Which date counts? The start of the appointment, not the moment it was booked. Which rows count? Only appointments that should have taken place: status Done or Did not go ahead.
Then the measure: Share, with the condition status is Did not go ahead. The filter decides which rows the percentage is taken over, the condition decides which part of them is a hit. Pick a period, such as the last 12 weeks, split by Assignee and show it as a Ranking.
In a ranking of people or regions, set a minimum n, for example 20. A category with fewer rows is then drawn lighter and goes last, so someone with three appointments and 0% does not end up on top. For a lead time the median is often fairer than the average, because a few outliers pull the average up.
Which reports are useful for a trade business?
Rather not start from zero? As an admin, click Starter set. stipt then creates the blocks that fit your setup in one go, such as appointments per week by status, no‑show rate per assignee, first time right per form, drop‑out by reason, time per status, quote acceptance per month and customer questions answered within four hours. Anything that does not exist for you or has no data yet is skipped.
A few examples to build yourself. First time right per form: source Forms, filter status is Accepted, measure Share with the condition submission round at most 1. Planning horizon: source Appointments, measure Lead time from Booked on to Start, as a median in days. Closed sales per week: source Status changes, filter To status is the status that confirms an order, time axis Week.
With the accounting module and access to accounting you can also build receivables by age: the open balance divided into classes of 30, 60 and 90 days. Give every block a name that answers the question, so colleagues understand it without explanation.
Can I ask dot for a chart?
Yes. Ask in the chat, in your own words, what you want to know, for example: how many appointments did not go ahead in the last 12 weeks, per week and by reason? dot builds an analysis block from it, exactly as you would yourself with New block, puts it in the worksheet next to the chat and tells you which choices it made. If you only want a number, dot answers without a chart too.
Some questions do not fit in one block, such as a ratio between two separate counts (revenue per installation) or what employees did. dot then writes its own analysis. With the Analytics add‑on dot also calculates margin over accepted quotes; lines without a cost price are reported separately, never counted as zero.
Keeping an analysis as a permanent card on the Analytics page is up to an admin. An analysis you made in the chat you can pin to your own home page with Add to your dashboard. On every saved card an admin also has the Talk to dot button, to ask what stands out or have the block adjusted.
How do I get from a number to the records behind it?
Click a bar, a point on a line, a row in the table or the headline number, and you see the rows that number rests on. Clicking a row opens the record. For a share you choose at the top between Hits only, for example just the no‑shows, and All rows.
Open in Lists opens the same selection as a new list, with its name already filled in. Save it as a work list, share it or export it to Excel. That way a number becomes a list to work through. The other way round, an admin turns a list into a block with Make an analysis.
Every card also has Export to Excel: the block goes along as a table, with numbers as numbers. Export in the top right puts the whole tab in one file, with a sheet per card.
How do I track lead times and trends over time?
For the time between steps of a record there are milestones: date columns holding the first moment something happened, such as First in status, First appointment of an appointment type, First quote sent and, with access to accounting, First invoice sent. Pick source Records, measure Lead time and set two milestones as from and to. That is how you measure, for example, the time from order to first invoice, as a median in workdays.
The regular sources only know status, phase and open balance as they are now. That is why stipt takes a snapshot every day of all open records and records with an open balance: the Snapshots source. Pick Snapshot date as the date and a time axis, and you see for example the number of open records per status per week, or which share is over the norm. The snapshots run from the day stipt started taking them; earlier days do not exist.
Status milestones likewise only exist from the moment stipt tracks status changes. An imported record has no earlier transitions, so it does not count in such a measure.
Frequently asked questions
What does the Analytics add‑on cost?
€20 per person per month on annual billing, or €24 on monthly billing, excluding VAT. Admins have Analytics included. An add‑on is billed per day it is switched on, so trying it out only costs those days.
Who can build analysis blocks?
Building and adjusting blocks, creating a starter set and keeping dot's analyses as cards is up to an admin. Team members with the add‑on view, refresh and rename analyses, switch their view and can ask dot questions about the numbers.
Does a block also count records I cannot see?
Yes, a block computes over the whole company; that comes with access to Analytics. When you drill down to the rows, you only see what you may see yourself. Blocks about invoices or self‑billing are only visible if you may see that module yourself.
How do I know whether a percentage is reliable?
Look at n: the number of rows a figure rests on, shown on the card and on every bar. A percentage over four rows says little. With a minimum n, categories with too little volume are drawn lighter and go last.
Can I export a report to Excel?
Yes. Every card has Export to Excel, and Export in the top right takes the whole tab along, with a sheet per card. For the rows behind a number, drill down and choose Open in Lists.
Do I also get a daily overview without building anything?
Yes. The Today day dashboard on your home page rebuilds itself every day from your own work, and on your first visit of the day dot opens a daily brief with what to pick up first. You do not set up that content yourself, but you can add an analysis from dot with Add to your dashboard.
Keep reading. More guides on related topics.
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