The Analytics dashboard in Billing shows you how a period went. It brings together what you invoiced, what you collected and which customers the sales came from. This article explains each part so you can read it with confidence.
Open the dashboard
- Open the Billing dashboards.
- Select the Analytics tab. The page is titled "How the period went".
- Choose the dates you want to look at with the period buttons: Today, This week or This month. You can also pick your own range of dates.
What you see and the tabs available depend on your permissions.
The five summary cards
At the top are five cards for the period you chose:
- Total sales: the total of your sales invoices dated in the period.
- Collections: the money received in the period.
- Customers billed: how many different customers you invoiced.
- Average invoice: total sales divided by the number of sales invoices.
- Collected vs invoiced: money received in the period compared with money invoiced in it, as a percentage.
Some cards also compare with the period before. Select a card to open the list behind it, such as your sales register or your receipts.
Collected vs invoiced is not a recovery rate. A payment received today may settle a bill from months ago. The figure can go above 100% in a strong collection month, and that is not a mistake.
Invoiced & collected
This chart shows what you billed each day against what came in each day. Bars show invoiced amounts and a line shows collected amounts.
From invoice to payment (the funnel)
This panel follows every invoice raised in the period. It has three stages: Invoiced, Money received and Settled in full. Each stage shows a count "of" the total number of invoices, with the percentage beside it. For example, "12 of 40 · 30%" means 12 out of your 40 invoices. Each bar is a part of the one above it.
Money received means invoices with at least some money against them. Settled in full means invoices with nothing left to collect. If an amount cannot be read for some invoice in the period, the panel does not show amounts rather than show a total that is too low.
Top customers
This table lists customers with their number of Bills, Sales and Share of the period's sales. A note below may mention invoices that could not be matched to a customer.
What is not available
The panels Sales by product and Sales by location show "Not available yet". Billing cannot read invoice lines to group sales by item, and a bill belongs to a company rather than a branch. Nothing is shown in their place.
If something goes wrong
If a card or panel says it is unavailable, read the reason shown on it. If the page shows an error, use the retry option or refresh the data from the status line at the top.