Analytics
Financial Analytics
Track revenue, payment health, and conversion insights.
The financial analytics dashboard gives you a real-time view of your organization's revenue and billing performance. Access it from the navigation menu under Financials. Available to Owner, Admin, and Coordinator roles.
What You Can Track
- Revenue breakdown -- Total, paid, outstanding, overdue, and draft amounts displayed as an interactive donut chart
- Revenue trend -- Monthly paid vs invoiced bar chart over your selected time period
- Invoice health -- Average invoice amount, average days to payment, paid count, and overdue count
- Top clients -- Your top 5 clients ranked by paid revenue
- Conversion funnel -- Estimate approval and conversion rates (Starter+), proposal acceptance rates (Pro+)
Time Periods
Filter all metrics by 30 days, 90 days, 1 year, or all time using the period toggle at the top of the page.
Tier Availability
| Metric | Free | Starter | Pro | Trailblazer |
|---|---|---|---|---|
| Invoice stats and revenue | Yes | Yes | Yes | Yes |
| Estimate approval and conversion rates | -- | Yes | Yes | Yes |
| Proposal acceptance rates | -- | -- | Yes | Yes |
Users on lower tiers see upgrade prompts for gated sections rather than errors.