osprey
cross-app analytics
articles
- 01
check the money pulse for the week
osprey rolls revenue, expenses, net income, and cash position into a strip across the top. ten seconds and you know how the business is actually doing.
3 steps·~2 min - 02
see what's driving the revenue trend
the revenue tab shows a trend line plus your biggest day in the window. quick way to spot whether the month is trending up, flat, or sliding.
3 steps·~2 min - 03
track the conversion funnel from lead to paid
the funnel tab shows how leads turn into quotes, quotes into invoices, invoices into paid invoices. you'll see where your pipeline leaks.
3 steps·~2 min - 04
find your best products and services
the catalog tab ranks every product (from magpie) and every service (from mockingbird) by revenue contribution in the period. great for cutting dead weight.
3 steps·~2 min - 05
see new vs returning customers
the customers tab splits revenue between new and returning customers, plus a top-spenders list. tells you whether you're growing on new business or repeat business.
3 steps·~2 min - 06
track customer feedback and review conversion
the reviews tab shows your coyote nps score and the rate at which 9-10 promoters become actual google reviews. an early warning system.
3 steps·~2 min - 07
export any view to csv
previewevery osprey view exports to csv. share the same numbers with your accountant, your board, or your spreadsheet without retyping anything.
3 steps·~2 min - 08
pick the period — week, month, ytd, or custom
the period picker at the top of osprey controls what every tab shows. switch periods once and the money pulse, the revenue trend, the funnel, the catalog ranking — every number recalculates to match.
3 steps·~2 min - 09
drill into any tile on the money strip
every tile on the money strip is clickable. it's not a static dashboard — it's a jumping-off point into the underlying records.
3 steps·~2 min - 10
track booking volume and no-show rate
the bookings tab pulls from junebug. you see total booked, completed, cancelled, and pending-payment counts plus a stacked bar chart of bookings per day.
3 steps·~2 min - 11
compare period over period for trend questions
every tile shows a delta vs the same length window before. up 18% week-over-week tells a different story than flat. the deltas are how you spot real changes from noise.
3 steps·~2 min - 12
spot the leakiest stage in your sales funnel
the funnel tab shows lead → quote → invoice → paid as four steps with conversion rates between each. the lowest rate is your leak.
3 steps·~2 min
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