Reporting and financial dashboards for collision repair shops

Pre-built dashboards covering cycle time, supplement recovery rate, per-carrier performance, per-claim margin, labor hours per claim, and monthly P&L. No setup, no field mapping, no BI consultant. The reports are ready the moment the first claim hits Claimory.

Modular dashboard the owner configures per shop

The modular dashboard lets the owner add, remove, and reorder widgets to match how the shop runs. Pre-built widgets include recent claims, recent estimates, supplements with aging counts, unified tasks, backordered parts, pending payments, checks on the way from carriers, pinned workspace notes, live activity feed, team status, mini calendar, claims status pie, and dashboard-level alert banners. No two shops run exactly the same day; the dashboard should not look the same either.

Financial reporting: P&L, profitability, and tax

Monthly P&L statements, financial snapshots stored per workspace, and a tax reports tab are all built in. Per-claim profitability tracks labor, parts, paint, sublet, betterment, and gross margin against the estimate in real time. The estimate intelligence tab surfaces where the original estimate was consistently light. Revenue, profitability, and overview tabs let the owner drill in by job type, carrier, and time period. PDF export is built into every financial report. No separate BI tool required.

Supplement recovery and aging reports

The supplement aging dashboard shows every open supplement with submission date, adjuster, status, and days pending. Configurable aging thresholds with per-claim, per-carrier visibility surface supplements once your follow-up window passes. Supplement recovery reports show dollars submitted, approved, denied, and still pending by aging bucket. The data exposes what is left on the table and which adjusters need a follow-up call this week.

Five supporting pillars

  • Cycle time and labor hours per claim are tracked per claim, per carrier, and per technician. The KPIs collision shops actually run the business on, not vanity metrics.
  • Per-carrier performance ranks every carrier on approval speed, supplement acceptance rate, and cycle time impact. Bring that data to the next DRP review instead of guessing.
  • Monthly P&L, financial snapshots, and tax reports export to PDF for the owner's review or the CPA. CSV export feeds QuickBooks, Excel, or any accounting system without per-export fees.

Key capabilities

  • Cycle time and labor hours tracked per claim, carrier, and technician
  • Per-carrier performance: approval speed, supplement acceptance rate, and cycle time impact
  • Supplement aging dashboard with configurable thresholds and per-carrier visibility
  • Per-claim margin: labor, parts, sublet, betterment, and gross margin versus the estimate
  • Monthly P&L with PDF export and financial snapshots stored per workspace
  • Tax reports tab with revenue by job type and sales tax collected
  • Modular dashboard: configurable widgets the owner arranges per shop
  • CSV export for QuickBooks, Excel, and accounting system integration
  • 14-day free trial, no credit card required

Common questions

Are reports ready out of the box or do they require setup?

Reports are ready the moment the first claim hits Claimory. Cycle time, supplement recovery rate, per-carrier performance, margin per claim, labor hours, and monthly revenue roll-ups are pre-built for collision shops. No dashboard building, no field mapping, no BI consultant required.

Can I see which insurance carriers are slowing my shop down?

Yes. Per-carrier performance breaks core KPIs down by carrier: average approval time, supplement acceptance rate, cycle time impact, and total claim volume. Use it to identify which carriers are sitting on supplements, which adjusters need a follow-up call, and which DRP relationships are actually profitable.

Does Claimory replace my estimating software for reporting?

No. CCC ONE and Mitchell write the estimates. Claimory reports on what happens after the estimate: cycle time, supplement recovery, margin per claim, per-carrier performance. Estimator data flows through the claim record so reports reflect real numbers, not just what was originally written.