# Tabula Analytics
> Real-time dashboards that turn your Simpro data into clear, actionable business insights.

Canonical page: https://marketplace.simprogroup.com/apps/tabula-analytics-76ab8694-0dcd-4c6c-b119-e05a437dcabe
Marketplace: Simpro Marketplace
Last updated: 2026-03-04
Logo: https://assets.partnerfleet.app/s44cydqihovemvk6rlgggsrf9729

## At a glance
- Integration Type: [Accounting & Finance](https://marketplace.simprogroup.com/t/integration-type/accounting-slash-tax), [AI (Artificial Intelligence)](https://marketplace.simprogroup.com/t/integration-type/ai-artificial-intelligence), [Reporting & Analytics](https://marketplace.simprogroup.com/t/integration-type/reporting)
- Available In: Australia, Canada, New Zealand, UK & Ireland, United States
- Pricing: Essential, Pro, Enterprise
- Website: [tabulaanalytics.com](https://tabulaanalytics.com/)

## Call to actions
- **Get in Touch** — submit the contact form on https://marketplace.simprogroup.com/apps/tabula-analytics-76ab8694-0dcd-4c6c-b119-e05a437dcabe
- [Learn More](https://tabulaanalytics.com/)

## About
Tabula Dashboard is a complete business intelligence platform built specifically for trade businesses running Simpro. Connect your account in minutes and get immediate visibility into the metrics that matter most — profitability, cash flow, job performance, staff utilisation, sales pipeline health, and customer value.Unlike generic reporting tools, every dashboard and metric is designed around how Simpro businesses actually operate. You'll see your data organised across six focused views:Finance — AR aging, invoice tracking, overdue prioritisation, revenue and profit trends, and DSO at a glanceJobs — Spot jobs going over budget or falling behind schedule, track completion rates, and drill into individual job profitabilitySales — Pipeline value by stage, quote conversion rates, stalled opportunities, and sales velocity to keep deals movingStaff — Technician utilisation, billable efficiency, daily schedules, and overtime alerts so you know who's where and how productive they areCustomers — Lifetime value, top revenue accounts, churn tracking, and collection priority to focus on the relationships that matterOverview — A Priority Actions grid that surfaces the most critical items across your business so you know exactly where to focus todayCustomise your view with flexible time range filtering — last 7 days, month-to-date, quarter, year, or all time — and drill from high-level trends down to individual records.Need to go deeper? With Pro licenses a built-in assistant lets you ask questions about your data in plain language and get instant answers. AI-generated summaries on each page highlight what's changed, what's improving, and what needs your attention — so you spend less time analysing and more time acting.No Power BI licenses. No spreadsheets. No consultants. Just connect your Simpro account via OAuth (read-only — your data is never modified) and start getting insights straight away.

## Features
- **Finance & Cash Flow** — Track AR aging, days sales outstanding, revenue trends, and profit margins. Manage invoices with sorting, filtering, and CSV export. Generate professional collection emails for overdue accounts in one click.
- **Job Performance & Costing** — Monitor budget vs actual costs across your jobs, spot overruns early, and track completion rates and cycle times. Drill into any job to see the full picture — costs, staff, invoiced amounts, and timeline.
- **Sales Pipeline** — Visualise your pipeline by stage, track win rates over time, and identify hot leads and stalled opportunities. Understand your sales velocity and where deals are getting stuck.
- **Staff Utilisation** — See who's working, where, and how productively. Track billable vs non-billable hours, spot overtime, and view daily schedules — all pulled directly from your Simpro timesheets.
- **Customer Insights** — Understand which customers drive the most value with lifetime value calculations, acquisition trends, and churn tracking. Prioritise collection efforts based on outstanding amounts and payment history.

## Screenshots
- [Tabula Analytics (video)](https://youtu.be/zMKbUlM-3EA)
- ![Tabula Analytics](https://assets.partnerfleet.app/ujjamwmh6znbe0w2bb0i85zaozlp)

## Pricing
- **Essential** — £169/ $219/ A$339   per month. For trades businesses that want instant visibility into their Simpro data. Up to 10 users. One-time £299/ $379/ A$599 onboarding fee applies.
- **Pro** — £249/ $319/ A$499   per month. Unlock AI-powered insights to make smarter decisions, faster. Everything in Essential plus AI chat and daily summaries. Up to 10 users. One-time £299/ $379/ A$599 onboarding fee applies.
- **Enterprise** — For companies with 50+ employees in Simpro. Unlimited users, priority support, and dedicated onboarding. Everything in Pro included.

## FAQs
### How does Tabula Dashboard connect to Simpro?
Tabula Dashboard connects directly to your Simpro account using OAuth — the same secure authentication method used by other Simpro marketplace integrations. Just click "Login with Simpro", authorise access, and you're connected. No API keys to manage, no IT involvement needed.

### How long does it take to set up?
Minutes. Once you authorise your Simpro account, your dashboards are populated with live data straight away. There's nothing to install, configure, or build — it works out of the box.

### Is my Simpro data safe?
Yes. Tabula Dashboard uses read-only access — we never create, modify, or delete anything in your Simpro account. Your data is accessed in real time over a secure connection and is not stored or exported.

### Do I need Power BI or any other software?
No. Tabula Dashboard runs entirely in your web browser. There are no additional software licenses, plugins, or downloads required.

### Can I control which time periods I'm looking at?
Yes. A global time range filter lets you switch between last 7 days, last 30 days, last 90 days, month-to-date, quarter-to-date, year-to-date, or all time. This applies across all dashboards so you can focus on the period that matters to you.

### What data and metrics are included?
Tabula Dashboard covers six key areas: Finance (revenue, profit, AR aging, invoices, DSO, cash flow), Jobs (status, costing, at-risk jobs, completion rates), Sales (pipeline, win rate, stalled quotes, sales velocity), Staff (utilisation, billable efficiency, schedules, overtime), Customers (lifetime value, churn, acquisition, collection priority), and an Overview with a Priority Actions grid and business health score.

### Do I need technical skills or training to use it?
No. If you can use Simpro, you can use Tabula Dashboard. Everything is designed to be intuitive and self-explanatory. There's also a built-in help section and an AI assistant you can ask questions in plain English if you want to dig deeper into your data.

### How often is the data updated?
Tabula Dashboard connects to your Simpro data in real time — not overnight batch syncs. Data is refreshed with a short cache to ensure fast load times while keeping everything current throughout the day.