Dashboard metrics, route efficiency reports, revenue analytics, and activity feeds for your service business.

Reports

NextRoute provides built-in reporting across four areas: dashboard overview metrics, route efficiency, revenue analytics, and a real-time activity feed. All reports are accessible from the Reports section in the dashboard and via the API.

Reports Dashboard

Dashboard Overview

The dashboard report provides a snapshot of your business at a glance:

Metric	Description
Total Customers	Count of customers with `billing_status = 'active'`
Revenue MTD	Sum of paid invoice totals for the current month
Routes Today	Number of routes scheduled for today
Completion Rate	Percentage of planned stops that were completed
Active Subscriptions	Count of active customer subscriptions

Completion Rate Period

The completion rate supports configurable time periods via the completion_period parameter:

today — today's routes only
week — last 7 days
month — last 30 days (default)
all — all time

curl "https://api.nextroute.app/api/reports/dashboard?completion_period=week" \
  -H "Authorization: Bearer YOUR_TOKEN"

Response:

{
  "total_customers": 245,
  "total_revenue_mtd": 1875000,
  "total_routes_today": 4,
  "completion_rate": 96.5,
  "active_subscriptions": 245
}

Note: total_revenue_mtd is in cents ($18,750.00 in this example).

Route Efficiency Report

The route report shows performance metrics for each route over a given date range.

Metrics Per Route

Planned stops — number of stops scheduled
Completed stops — number of stops marked complete
Skipped stops — number of stops skipped
Completion rate — percentage completed vs. planned
Optimized distance — estimated distance in miles from route optimization
Optimized duration — estimated time in minutes
Actual distance — GPS-tracked actual distance driven

Aggregate Totals

The report also includes totals across all routes in the date range:

Total routes, total planned, total completed, total skipped
Total distance and duration
Overall completion rate

curl "https://api.nextroute.app/api/reports/routes?from_date=2026-03-01&to_date=2026-03-31" \
  -H "Authorization: Bearer YOUR_TOKEN"

Response:

{
  "routes": [
    {
      "id": "rt_abc123",
      "date": "2026-03-15",
      "name": "North Zone - Monday",
      "planned_stops_count": 28,
      "completed_stops_count": 27,
      "skipped_stops_count": 1,
      "completion_rate": 96.43,
      "optimized_distance_mi": 34.2,
      "optimized_duration_min": 185,
      "status": "completed"
    }
  ],
  "totals": {
    "total_routes": 48,
    "total_planned": 1250,
    "total_completed": 1198,
    "total_skipped": 52,
    "total_distance_mi": 1560.8,
    "total_duration_min": 8640,
    "completion_rate": 95.84
  }
}

Revenue Report

The revenue report provides financial analytics with flexible grouping and filtering.

Grouping Options

Use the group_by parameter to control how revenue is aggregated:

day — daily revenue totals
week — weekly totals (Monday start)
month — monthly totals (default)

Revenue Breakdown by Plan

Add by_plan=true to see revenue broken down by service plan:

curl "https://api.nextroute.app/api/reports/revenue?from_date=2026-01-01&to_date=2026-03-31&group_by=month&by_plan=true" \
  -H "Authorization: Bearer YOUR_TOKEN"

Response:

{
  "periods": [
    {
      "period": "2026-03",
      "invoice_count": 245,
      "total_cents": 1875000,
      "paid_cents": 1650000,
      "outstanding_cents": 225000
    },
    {
      "period": "2026-02",
      "invoice_count": 238,
      "total_cents": 1820000,
      "paid_cents": 1820000,
      "outstanding_cents": 0
    }
  ],
  "totals": {
    "invoice_count": 720,
    "total_cents": 5515000,
    "paid_cents": 5290000,
    "outstanding_cents": 225000
  },
  "by_plan": [
    { "plan_name": "Weekly Premium", "plan_id": "sp_123", "invoice_count": 380, "total_cents": 3420000 },
    { "plan_name": "Biweekly Standard", "plan_id": "sp_456", "invoice_count": 340, "total_cents": 2095000 }
  ]
}

Activity Feed

The activity feed provides a real-time stream of events across your business. It aggregates events from multiple sources into a single chronological feed.

Event Types

Type	Description
`payment`	Invoice payment received
`customer`	New customer enrolled
`route_dispatched`	Route dispatched to driver
`route_started`	Driver started a route
`route_completed`	Route finished
`stop_completed`	Individual stop completed
`stop_skipped`	Stop skipped with reason
`gps_checkin`	Driver started GPS tracking
`invoice`	Invoice sent to customer

curl "https://api.nextroute.app/api/reports/activity?limit=10" \
  -H "Authorization: Bearer YOUR_TOKEN"

Response:

{
  "activity": [
    { "type": "payment", "time": "2026-03-24T14:30:00Z", "description": "Invoice #INV-1042 paid - $75.00" },
    { "type": "stop_completed", "time": "2026-03-24T14:25:00Z", "description": "Mike completed stop at 123 Main St" },
    { "type": "route_started", "time": "2026-03-24T08:00:00Z", "description": "Route North Zone - Monday started" }
  ]
}

Reports

Reports

Dashboard Overview

Completion Rate Period

Route Efficiency Report

Metrics Per Route

Aggregate Totals

Revenue Report

Grouping Options

Revenue Breakdown by Plan

Activity Feed

Event Types

Using Reports in the Dashboard

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