Analytics
Understand where your business wins and loses in real time
Understand where your business wins and loses in real time
Real-time information
Detects growth opportunities
Improved decision making
Identify the most profitable areas of your business and those
that require improvement through analysis by locations, products and
departments.
Easily assign your invoices and contacts to
categories or projects and monitor their performance for greater
control and improved business management.
Get a clear
and detailed view of your revenues and expenses with the analytical
dashboard to uncover growth opportunities for your business.
Know which service, location or department generates the most benefits
Maximize the profitability of your projects
Make decisions without having to wait for accounting reports
Monthly income, expenses and gross margin (income - expenses)
are displayed in table format and broken down by the
categories, projects and products configured.
Revenues
and expenses that do not have any classification are added to
the "uncategorized expenses" category so that they
do not interfere with the analysis of the specified
categories, but are taken into account for the overall
analysis.
When you create an income or expense associated to that
contact, it will be automatically assigned to the configured
categories or projects.
This way, you won't
have to add categories and projects manually every time you
create or receive an invoice.
The information displayed in the analytics table is
automatically updated each time an income or expense is added
to the program.
OTHER FUNCTIONALITIES