Reports and dashboard

The dashboard gives the summary and the reports go deeper: sales, profit, stock turnover and how many days your customers take to pay on average.

Try free for 15 days

Who it is for: For businesses that want to see progress in numbers and chase their receivables.

Sample report: monthly sales columns, a profit line and the average collection time.

How fast do you collect?

The average number of days from invoice to payment is shown with a 12-month curve, and the 10 slowest-paying customers are listed.

Profit is calculated realistically

The cost of goods sold comes from the average stock cost at the time of sale. Gross and net profit are shown separately.

Export to Excel

Download any report as CSV or print it. Choose this month, the last 3 months, this year or a custom range.

What is in this module?

  • Dashboard

    Sales, purchases + expenses and profit for this month and this year, change against the previous period, and a chart.

  • Needs attention

    Overdue receivables, overdue payables and low-stock products stand out on the dashboard.

  • Quick actions

    A sales invoice, collection, expense and new customer open from the dashboard with a single tap.

  • Collection report

    Average collection time, a 12-month curve, overdue ageing and the slowest-paying customers.

  • Sales report

    Monthly sales, invoice count, the 10 best-selling products and the 10 biggest buyers.

  • Stock report

    Stock value, turnover, days until it runs out, the fastest and slowest products and items below the minimum.

  • Quote report

    Quotes sent, accepted and turned into invoices; average conversion and response time.

  • Profit report

    Sales, cost of goods sold, expenses and a monthly gross and net profit table.

  • Tax report

    The tax you collect on sales and the tax you pay on purchases and expenses. Each tax type gets its own section with a total, and the amount payable on the main tax is shown.

  • CSV and printing

    Choose the period, download a CSV that opens in Excel or print the report.

Guides on this topic

Frequently asked

Do the report amounts include tax?

Sales, expense and profit amounts are shown without tax.

Which period does the stock report cover?

The stock report always covers the last 90 days.

Try it free for 15 days

No card required. Then $5 a month.

Try free for 15 days
Try free for 15 days No card needed