More in Know Your Numbers is part of Know Your Numbers in Windward System Five. System Five includes 26 documented capabilities here — 18 in the standard set and 8 optional. Trades that lean on it include Medical Supply Sales, Service & Rental, Hearth, BBQ & Pool Stores, Appliance Store.
These 26 capabilities sit within System Five's 1287-capability documented set — a selection, not a ceiling.
Compare time worked with time invoiced
Reports the same labor data from the final-invoice side, by the date labor was billed rather than the date the work was done, so management can compare time worked with time invoiced.
Compare this year against last year
Gives comparative sales per category across time periods with an indicator of the increase or decrease against the prior year, with options to hide empty categories and round to whole numbers.
Dig into a number without a new report
Dashboard charts and grids are interactive, so clicking a bar, region or salesperson filters every other visual on the page, and results can be filtered by date, department, salesperson or invoice type.
Build a customer list on our own filters
Builds named customer or supplier reports with chosen columns and sort, filtered by name range, excluded name prefixes, postal code, city, state or province, country, salesperson, history user and dates, appointment dates, created dates, membership and a valid-email filter, with options for contact names, price schedule exceptions and contract pricing.
Find customers missing a required step
Filters customer reports on whether nominated checklist items from the customer record have been completed or not within a date range, with the same checklist items available as report columns.
See what each customer spends yearly
Summarises sales by customer either as every month and year on separate lines, or as month-to-date and year-to-date for the current year and the previous two on one line, filtered by customer, salesperson and customer lookup words.
See which department actually makes money
Profit is tracked by department to identify profit centres, and salespeople's commissions can be calculated on a sliding margin rather than flat revenue.
Find out who is discounting too much
Lists every transaction where a discount was given, with options to show only discounted items, to expose negative discounts (mark-ups), and to report by customer.
Tell each driver what to load today
The Driver Delivery Schedule gives each driver the delivery address, items to collect and delivery or invoice comments for a chosen day; the Loader Summary tells the loader how much goes on each truck, grouped by truck and ordered by time.
Build the stock report you actually need
Users build their own inventory reports from more than 40 filter criteria and more than 200 available columns covering category, pricing, cost and landed price, description and supplier.
Find customers who never bought this line
Shows which customers bought specified items, sub-categories or main categories in a period, or inverts to list the customers who did not buy them, optionally with cost of goods sold, and filtered by customer and invoice lookup words.
See how fast we finish builder jobs
Analyses jobs by builder and job number with the number of orders, the number shipped in full, the average days between order and ship, outstanding special orders, work orders, and a distribution of invoices completed in 0-3, 4-7 and 8-14 day bands, in summary and detail.
See if billed hours match hours worked
Compares billed hours against actual clocked hours with their rates and the difference, per mechanic or across all, using the sign-in and sign-out times recorded against each labor job.
Find stock that is not selling
A List Parts Not Sold report returns every item with no sales since a chosen date, restrictable by category, supplier or other codes, with user-chosen columns.
Chase jobs stuck before completion
Three job follow-up report styles filtered by builder, ship-to customer, job number, invoice type and sub-type, and date range or all dates, with a job stage selection that applies to the inspection style. The three stage names are renameable in setup to match local terminology.
Find customers who buy a certain way
Two independent purchase filters segment customers by purchase total, quantity, dates, categories and specific inventory, matched on all or any, with dedicated report columns showing the total dollars and total items each filter matched.
Find out why goods keep coming back
Reports invoice returns by reason code, customer, supplier and brand, showing cost and retail value, the original invoice and its date, the return number and date, return count, and optionally the return comment. Up to ten reason codes (0 to 9) can be configured.
Show a customer everything they bought
Reports customer sales for a single customer or a range, listed by sold-to, ship-to or ship contract, sorted by invoice, category, or customer and category, with a customers tab for selecting which customers get printed and a scrolling header to page between them.
Keep the dashboards close to live
Windward Intelligence synchronises with the customer's live data up to eight times daily at intervals the customer chooses, and is viewed in a browser through Power BI.
See what moved beside what is on hand
An inventory report column shows quantity sold over any user-defined date range, putting movement history beside on-hand figures.
See what each technician worked on
Lists every invoice carrying labor lines filtered by technician, date range and invoice type, showing the labor item and the time the technician spent.
Spot parts that keep causing callbacks
Analyses service trends on parts that were sold or installed, filtered by part, category, builder, salesperson and installer over a saved or custom date range.
See which brands your customers really buy
Querying a customer's purchase history shows the main supplier for each item bought, revealing which vendors' merchandise a customer base actually pulls through.
Pick and load deliveries in the right order
One report produces two views: a picking list that totals items and sorts them by picking location so each location is visited once, and a packing list grouped by customer and sorted by postal code for loading in delivery order. Completed deliveries are excluded, and Mark Delivered stops them reappearing.
See what actually makes you money
A Power BI based analytics service for System Five on Cloud customers that answers which regions, products, services and salespeople are most profitable, with five interactive dashboards covering gross margin, sales by category, sales by salesperson, top ten and sales by region.
Run deeper reports beyond the standard set
A separately installed engine that imports report definition files from a reports folder and runs them with a start and end date, viewing output in a report output tab or running and printing in one action. Shipped definitions include a monthly business report and a month-to-date demographic distribution of sales by area.
Yes. Users build their own inventory reports from more than 40 filter criteria and more than 200 available columns covering category, pricing, cost and landed price, description and supplier. This is optional in System Five.
Yes. Compares billed hours against actual clocked hours with their rates and the difference, per mechanic or across all, using the sign-in and sign-out times recorded against each labor job. This is optional in System Five.
Yes. One report produces two views: a picking list that totals items and sorts them by picking location so each location is visited once, and a packing list grouped by customer and sorted by postal code for loading in delivery order. Completed deliveries are excluded, and Mark Delivered stops them reappearing. This is optional in System Five.
Yes. A Power BI based analytics service for System Five on Cloud customers that answers which regions, products, services and salespeople are most profitable, with five interactive dashboards covering gross margin, sales by category, sales by salesperson, top ten and sales by region. This is optional in System Five.
Yes. Builds named customer or supplier reports with chosen columns and sort, filtered by name range, excluded name prefixes, postal code, city, state or province, country, salesperson, history user and dates, appointment dates, created dates, membership and a valid-email filter, with options for contact names, price schedule exceptions and contract pricing. This is optional in System Five.
Yes. Profit is tracked by department to identify profit centres, and salespeople's commissions can be calculated on a sliding margin rather than flat revenue. This is optional in System Five.
Every capability on this page is documented in the System Five capability index. Last updated 2026-11-05.