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Finance

The Finance section provides financial reporting, such as revenue, product and staff performance.

Updated over 5 months ago

The Finance section provides financial reporting, such as revenue, product and staff performance.

Summary panel

This section shows the revenue, number of invoices and average invoice value for the month. The bottom left of each section shows a comparison to the previous month. You can use the switch at the top left of the panel to see results from the previous month.

Sales

This section shows revenue and average invoice value over time. You can use the controls in the top left, to change the reporting period. Hovering over a section of the graph will show the actual numbers recorded.

Products


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This section reports on sales by product, and product category. You can use the controls in the top left, to change the reporting period. You can also download the report as a CSV for more data.


Staff


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This section shows staff performance, by number of jobs, revenue and number of tests. You can use the controls in the top left, to change the reporting period. You can also download the report as a CSV for more data.

Customers

This section shows customer performance, by number of jobs and revenue. You can use the controls in the top left, to change the reporting period. You can also download the report as a CSV for more data.

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