Analytics

Analytics, in the menu just under Overview, shows what needs attention today. The Overview shows the totals for a month or a year; Analytics shows what to act on now.

What it shows

• Sales this month, before VAT: invoices, debit notes and cash sales. The arrow compares this month so far with the same days last month, so the 10th is compared with the 10th.
• Money in this month: customer payments received plus cash sales.
• Customers owe you, with how much is overdue.
• You owe suppliers, with how much is overdue.
• Cash and bank: the balance now, and each account.

Below the totals:

• Money coming in:
  • what is overdue, what falls due in the next 7 days, and draft invoices not yet issued;
  • the invoices to chase, with how many days late each one is;
  • the customers who owe the most overdue.
• Money going out:
  • overdue bills, bills due in the next 7 days and draft bills not posted;
  • payment vouchers waiting for approval;
  • the bills to pay next.
• Quotations:
  • open quotes and their value, and those expiring this week;
  • accepted quotes not yet invoiced, ready to Convert to invoice;
  • quotes from catalogues waiting for your review.

Click any line to open it.

Who sees what

Everyone has the page, but each part shows only to people allowed to see it:

• Sales: people who can see invoices or cash sales.
• Quotations: people who can see quotations.
• Money coming in: people who can see invoices.
• Money going out: people who can see supplier bills.
• Cash and bank: people who can see banking.

So a cashier sees sales, an accountant sees nearly everything, and an owner sees it all. Someone limited to a department sees only that department's figures, and never the business-wide cash.