Analytics & Reports
Gain powerful insights into your business performance with comprehensive analytics and reporting tools. Track invoice views, monitor payment trends, and make data-driven decisions.
Invoice View Tracking
Real-Time View Analytics
Know exactly when your clients view invoices with our advanced tracking system. Every invoice view is recorded with detailed information to help you understand client behavior.
Timestamp Tracking
Exact date and time of each view
Location Insights
IP address and geographic location
Device Information
Browser and device details
View History Details
- • First view highlighting
- • Multiple view tracking per invoice
- • View frequency analysis
- • Time between send and first view
- • Average time spent viewing
Actionable Insights
- • Know when to follow up
- • Identify engaged clients
- • Track invoice interest
- • Optimize send times
- • Improve collection rates
Dashboard Insights
248
Total Invoices
$384,250
Total Revenue
67
Active Clients
89%
Collection Rate
Revenue Trend (Last 6 Months)
Comprehensive Reports
Revenue Reports
- • Monthly revenue summaries
- • Year-over-year comparisons
- • Revenue by client breakdown
- • Product/service performance
- • Tax collected summaries
Aging Reports
- • Outstanding invoice aging
- • 30/60/90 day buckets
- • Overdue invoice alerts
- • Client payment history
- • Collection efficiency metrics
Client Reports
- • Top clients by revenue
- • Client lifetime value
- • Payment behavior analysis
- • Client acquisition trends
- • Client retention metrics
Performance Metrics
- • Average days to payment
- • Invoice conversion rates
- • Team productivity stats
- • Payment method analysis
- • Seasonal trend insights
Key Performance Indicators
| Metric | Current | Target | Trend |
|---|---|---|---|
| Average Invoice Value | $1,548 | $1,500 | +3.2% |
| Days Sales Outstanding | 28 days | 30 days | -6.7% |
| Collection Rate | 89% | 85% | +4.7% |
| Client Retention Rate | 94% | 90% | +4.4% |
| Invoice Accuracy Rate | 98.5% | 99% | 0% |
Data Export Options
CSV Export
For spreadsheets
PDF Reports
For presentations
Bulk Export
All data at once
API Access
For integrations
Integration Ready
Export your data to popular accounting and business intelligence tools:
Analytics Best Practices
Regular Review
Check your dashboard weekly to stay on top of trends
Set Targets
Define KPIs and track progress against goals
Trend Analysis
Look for patterns in payment behavior and client activity
Act on Insights
Use data to improve collection rates and client relationships