Analytics Overview

Detailed insights into your business performance

Advanced Analytics Dashboard: - Access via the Advanced Analytics button on the Dashboard Overview - Available for Pro, Premium, and Lifetime plans - Provides visual charts and data to help you track your business growth Key Metrics: - Total Revenue : Cumulative revenue from all PAID invoices - Pending / Overdue : Total potential revenue restricted by unpaid invoices - Average Invoice Value : The average amount of your invoices - Collection Rate : Percentage of invoice volume successfully paid - Monthly Growth : Month-over-month performance comparison Charts & Visuals: - Revenue Trend : Area chart visualizing your monthly revenue velocity - Invoice Volume : Bar chart displaying your output frequency - Status Distribution : Pie chart showing the ratio of Paid, Pending, and Overdue invoices - Revenue by Source : Breakdown of Manual vs OCR digitized invoices - Top Performing Clients : Vertical bar chart showing your top 5 clients by revenue Team Performance Tracking: - View direct sales attribution broken down by individual team members - Shows role, invoices generated, paid invoices, total revenue, and average value per team member

Pro Tips

  • Use analytics to identify your best customers and track your monthly growth
  • Monitor overdue amounts and collection rates to improve cash flow
  • Use Team Performance to track sales output from individual invited members

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