Reports & dashboards

The owner dashboard

It's the first thing you see on entering: a single page that summarizes your business's state at a glance. It displays today and month stats side by side, a revenue chart that shows the trend of your income over time, and service performance so you know which earns more and which needs a push. It also highlights a list of most valuable customers so you know who deserves special care, and a recent-activity list that lists the latest events moment by moment. All these cards update automatically with every booking and payment, so there's no need for manual updating or separate tables.

The daily financial activity ledger

Alongside the dashboard, Orcaa provides a daily financial ledger that gathers all of the day's money movements — payments and recognized revenue — in one place that answers a simple question: "What happened financially today?" This ledger is restricted to the finance-view permission, so only those you grant this right can access it, which preserves the privacy of your numbers from the rest of the team.

Separate from closing cash shifts

It's important to distinguish: the daily financial activity ledger is a standalone feature completely separate from closing cash shifts and reconciling the drawer. The ledger shows you the picture of money today regardless of whether you use the shift system or not, so the information stays available always without being tied to opening or closing a shift.

Advanced reports on the Pro plan

Basic reports are available on all plans from day one. As for those who need a deeper analysis — comparisons over longer periods and finer detail of business performance — advanced reports are available on the Pro plan. This way you start for free with what's enough for you, and upgrade when your business grows and you need a wider picture to make growth decisions.

Vertical dashboards

It's not enough to show a single system for everyone, because each field has its own numbers that matter to it. So Orcaa offers dashboards detailed for the nature of your business: law firms see a dashboard with legal deadlines and receivables so no hearing or collection date is missed, and clinics see their medical alerts and pending signatures so they close patient files without forgetting. The numbers that matter to your field appear to you, arranged in the language of your usual work.

Numbers arranged in the language of your field

This customization means you don't search for the information amid data that doesn't concern you. Each vertical dashboard highlights what requires action today — an approaching deadline, a pending signature, a receivable to collect — so the report turns from a mere display of numbers into a clear task list that leads you to the next step.

AI insights

Numbers alone aren't enough unless they're translated into a decision. So Orcaa adds AI insights that analyze your data and highlight important observations and practical recommendations — a declining service, a lapsing customer, a growth opportunity — in simple language and at the right time. This way you get a ready-to-execute summary without diving into the tables yourself, so you spend your time managing your business, not analyzing it.