Run Your Shop by the Numbers

OpenSpindle reporting gives shop owners configurable dashboards that pull from projects, time tracking, invoicing, and equipment data. You can view job and client profitability, machine utilization and ROI, team hours and overtime, overdue invoices, and forward-looking cash flow, all from data that is already in the system rather than data you have to manually compile.

Yes. OpenSpindle combines actual labor costs from time tracking, material costs from the cost library, and machine time with your invoicing data so you can see profit and loss per job instead of only at the company level. This is the difference between knowing your overall gross margin and knowing which jobs, job types, and customers are actually making you money.

You can build dashboards showing project margins, machine utilization and ROI, team hours by person or role, overdue invoices, and basic cash flow views. Dashboard tiles pull from the live data in your projects, time tracking, equipment, and invoicing modules so the numbers are current without any manual export or update.

Reporting connects open quotes, active project milestones, and scheduled invoices so you can see likely cash inflows alongside known outflows like payroll and material purchases over the coming weeks and months. This makes it easier to time major purchases, plan hiring, and avoid the cash crunches that come from completing work without a clear picture of when the money will arrive.

Machine ROI in OpenSpindle blends utilization data from the equipment module with revenue allocated to jobs run on that machine. You can see how many hours a machine ran, what jobs it produced, and what those jobs generated in revenue or margin, then compare that against maintenance costs and acquisition costs over time to understand whether the machine is earning its keep.

Yes. You can filter and group profit reports by project type, customer, date range, or work category. Over time this reveals patterns: kitchens might carry better margin than trim packages, certain customers might consistently request costly changes, or a specific template might be consistently underpriced. Pricing and business development decisions improve when they are based on this kind of historical job data.

Yes. Reports and data views can be exported in common formats for your accountant, operations manager, or business partner. You do not need to rebuild a summary from scratch for every financial review. The data that is already in OpenSpindle is formatted and ready to hand off.

QuickBooks shows you company-level financials: total revenue, total expenses, and overall margin. It does not know which specific job, machine, or customer drove those numbers. OpenSpindle reporting adds the job-level layer: which project made money, which machine earned its cost, which customer is consistently profitable, and where in the production process margin is getting consumed. Both have a role, and OpenSpindle is designed to complement your accounting system rather than replace it.

Reports pull from live data. Labor hours logged this morning show in the job costing view this morning. Invoices sent today are reflected in the cash flow view today. There is no end-of-day sync, no manual refresh, and no batch processing delay. The number you see when you open a dashboard is the number as of that moment.

When you can see the actual margin on every closed job over the past six months, patterns emerge that change how you price. If your commercial casework jobs consistently hit 28% margin but your custom kitchen jobs come in at 14%, that is a pricing or scoping problem that the cost library can address. Reporting is what surfaces the evidence. Most shops running on gut feel are surprised by what the data shows once they can see it clearly.