The Analytics dashboard gives you a real-time overview of your business performance — revenue, expenses, outstanding invoices, and sales trends.
Go to Reports → Business Analytics from the main menu. The dashboard loads with data for the current month by default.
Sum of all confirmed invoices in the selected period.
Sum of all supplier invoices and recorded expenses.
Total unpaid customer invoices.
Revenue minus expenses for the period.
Use the Period Selector (top right of the dashboard) to switch between:
Tap Sales Breakdown to see revenue split by:
Go to Reports → Custom Report Builder to create a report from scratch. Choose rows, columns, filters, and grouping. Save the report and schedule it to be emailed automatically.
Tap Export on any report to download as PDF or CSV. Use PDF for sharing with stakeholders and CSV for further analysis in Excel.