Analytics

Dashboard and advanced analytics

The basic dashboard is included in every plan. It summarizes the organization and helps you open the documents behind the figures. Advanced analytics is available from Pro. CSV and Excel data exports are available from Business.

These are separate capabilities. Dashboard access does not imply access to every report or export.

Application view with sample dataEnlarge

Analytics: metrics and reports for the selected period.

Scroll the image if needed. Escape closes the preview.

Set the scope

1. Check the active organization.
2. Select the period you want to review.
3. For a specific client's balance or turnover, open the client's page.
4. Check that the amounts you compare use the same currency and VAT treatment.
5. Open the underlying documents when you need a detailed review.

Read the figures

Issued documents, received payments and overdue amounts describe different things. Revenue on a document does not mean the money has reached the bank. Credit and debit notes may change the summary.

When comparing purchases, check that expenses are confirmed and fall within the same period. For personnel costs, check that the relevant month was imported. For bank payments, review reconciliation in Bank.

Export

With the required access, choose CSV or Excel from the export action. Check the period, filters and columns before downloading. An individual invoice PDF is a document, not the same kind of data export.

Unexpected results

• Check the organization and period on every page you compare.
• Clear filters that may exclude documents.
• Check drafts, cancelled documents, notes and unconfirmed expenses.
• Compare the outstanding balance with the payments actually recorded.

Analytics supports day-to-day review. Use Accounting for accounting balances and financial reports.