Analytics & Reporting
50+ pre-built reports, customizable dashboards, and powerful business intelligence. Make data-driven decisions with comprehensive analytics included in the Core Platform.
Complete Analytics Platform
50+ pre-built reports, drag-and-drop dashboards, scheduled exports—see what's working and what isn't
50+ Pre-Built Reports
Ready-to-use templates for equipment, projects, financial, clients, crew.
Custom Report Builder
Drag-and-drop builder with multi-source data and calculated fields.
10+ Chart Types
Line, bar, pie, area, heat map, funnel, gauge, scatter, treemap.
Real-Time Dashboards
50+ widgets with drag-and-drop customization and WebSocket updates.
Financial Statements
Complete P&L, balance sheet, cash flow - not just project financials.
Scheduled Delivery
Email reports automatically - daily, weekly, or monthly.
Export Anywhere
PDF, Excel, and CSV exports. Scheduled email delivery.
Role-Based Access
Share dashboards with team. Different views for different roles.
AI Analytics Addon
Supercharge your analytics with AI-powered predictive models. This optional addon will be available after beta, bringing revenue forecasting, churn prediction, and demand analysis to your NexusRMS platform.
Revenue Forecasting
Predict next month/quarter/year revenue with confidence intervals
Client Churn Prediction
Identify at-risk clients before they leave, with retention actions
Equipment Demand Forecasting
Predict demand patterns, recommend inventory purchases
Predictive Maintenance
Equipment failure probability, prevent costly breakdowns
Dynamic Pricing
Recommend optimal rates based on utilization and demand
Pre-Built Report Templates
NexusRMS includes 50+ ready-to-use report templates covering equipment, projects, financial, clients, crew, and operations. No setup required.
Equipment
10 reportsUtilization, ROI, DowntimeProjects
8 reportsProfitability, TimelineFinancial
11 reportsP&L, Cash Flow, ARClients
7 reportsLTV, At-Risk, SatisfactionCrew
6 reportsUtilization, PayrollOperations
6 reportsDelivery, InventoryAdvanced Custom Report Builder
Drag-and-drop report builder for creating custom reports with multi-source data joining, calculated fields, and advanced filters.
Select Data Sources
Projects, equipment, invoices - join multiple tables
Choose Fields
Drag fields into report, reorder columns
Add Calculations
Create formulas like Profit = Revenue - Cost
Apply Filters
AND/OR logic, date ranges, comparisons
Choose Visualization
Table, chart, or mixed layout
Save & Schedule
Save report, schedule email delivery
10+ Chart Types
Visualize your data with 10+ interactive chart types for every use case.
Line Chart
Trends over time
Bar Chart
Compare categories
Pie/Donut
Show proportions
Area Chart
Cumulative trends
Heat Map
Density visualization
Funnel Chart
Conversion stages
Complete Financial Statements
Full company financial reports including P&L, balance sheet, and cash flow statements.
Income Statement (P&L)
Complete profit and loss statement
- Revenue
- COGS
- Operating Expenses
- Net Profit
Balance Sheet
Assets, liabilities, and equity
- Assets
- Liabilities
- Equity
- Net Worth
Cash Flow Statement
Operating, investing, financing activities
- Cash In
- Cash Out
- Net Cash
- Forecast
50+ Dashboard Widgets
NexusRMS offers 50+ widgets with full drag-and-drop customization. Build the dashboard that works for your role.
Drag & Drop Builder
Customize layout with visual editor
50+ Widget Types
KPIs, charts, lists, calendars, AI insights
Real-Time Updates
WebSocket-powered live data refresh
Role-Based Templates
Executive, Operations, Financial, Warehouse, Crew
Automated Report Delivery
Schedule reports to be emailed automatically - daily, weekly, or monthly
Daily Reports
Email snapshots every morning with yesterday's performance
Weekly Summaries
Weekly trends, revenue, utilization, and highlights
Monthly Analytics
Comprehensive monthly reports with year-over-year comparisons
Analytics Comparison
See how NexusRMS analytics compare to typical industry offerings
| Feature | Industry Standard | NexusRMS |
|---|---|---|
| Pre-Built Reports | 0 templates | 50+ Templates |
| Custom Report Builder | Not available | Full Builder |
| Chart Types | 2 types | 10+ Types |
| Customizable Dashboards | Fixed 8 widgets | 50+ Widgets |
| Company Financial Reports | Project only | Full P&L/BS/CF |
| Scheduled Report Delivery | Not available | Email Automation |
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