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Reports

Analyse revenue, margins, open invoices and conversion.

11 articles

Finance Cockpit: KPIs at a GlanceAfter reading this, you'll know which five finance KPIs the cockpit displays, how to use the document list, and where to go to act on open items immediately.Event Margins: Margin per EventAfter reading this article, you will be able to review revenue, costs, and margin for every event in a given period at a glance and identify which events were most profitable.Financial Report by Period, Event & CategoryAfter reading this article you will know how to switch between the Nach Zeitraum, Nach Event, and Nach Kategorie tabs in the Financial Report, set the date filter, and correctly read the revenue, cost, and margin figures.Conversion Funnel: Inquiry to PaidAfter reading this, you'll know how to read the Conversion Funnel and identify where jobs are being lost in your pipeline.Outstanding Invoices (Snapshot)After reading this you'll know the five AR metrics at a glance and how to jump straight from here into the Finance Documents to send reminders.Top Customers by RevenueAfter reading this, you'll know how to see your highest-revenue customers for any selected period at a glance and how to adjust the date range to suit your needs.Top Products by Net RevenueAfter reading this, you'll know which of your products generated the highest net revenue from invoice line items in a selected period, and how to adjust the date range.Revenue by CategoryAfter reading this, you'll be able to use the Revenue by Category report to see — for any date range — which product categories contributed how much revenue, costs, and margin.Revenue by Period (Month/Quarter/Year)After reading this, you'll be able to pull your net revenue, costs, and margin for any date range broken down by month, quarter, or year.Revenue per Month (12-Month Chart)After reading this, you will be able to read gross revenue for the last 12 months as a bar chart and capture total revenue at a glance.Reports Hub: Overview of All AnalyticsAfter reading this article you'll know every available report in the Reports section and which card to open for each question.