Analytics
Track your invoicing metrics and AI-powered insights
Total Revenue
$89,354.97
From 20 invoices
Outstanding
$37,562.75
6 unpaid
Total Paid
$48,652.97
12 paid invoices
Average Invoice
$4,061.59
Per transaction
Collection Rate
60%
Of sent invoices paid
Avg Days to Payment
10
From sent to paid
Revenue Trend
Invoices by Status
Invoice Aging
Payment Velocity
Cash Flow Projection
Next 3 months expected revenue
Customer Health
Acme Corporation
Watch$16,643.44
12d
67%
0
James Rivera
Watch$15,230.78
12d
67%
0
BluePeak Software
Watch$12,557.00
7d
67%
0
Nadia Patel
At Risk$12,448.75
14d
33%
1
GreenLeaf Organics
Watch$10,283.75
7d
50%
0
Sarah Mitchell
Good$8,010.50
12d
100%
0
Elena Vasquez
At Risk$5,737.25
0d
0%
0
TechStart Labs
At Risk$5,304.25
8d
67%
1
| Customer | Revenue | Invoices | Avg Payment | On-Time | Status |
|---|---|---|---|---|---|
| Acme Corporation | $16,643.44 | 3 | 12d | 67% | Watch |
| James Rivera | $15,230.78 | 3 | 12d | 67% | Watch |
| BluePeak Software | $12,557.00 | 3 | 7d | 67% | Watch |
| Nadia Patel | $12,448.75 | 3 | 14d | 33% | At Risk |
| GreenLeaf Organics | $10,283.75 | 2 | 7d | 50% | Watch |
| Sarah Mitchell | $8,010.50 | 2 | 12d | 100% | Good |
| Elena Vasquez | $5,737.25 | 1 | - | 0% | At Risk |
| TechStart Labs | $5,304.25 | 3 | 8d | 67% | At Risk |
Top Customers by Revenue
Acme Corporation
3 invoices
$16,643.44
James Rivera
3 invoices
$15,230.78
BluePeak Software
3 invoices
$12,557.00
Nadia Patel
3 invoices
$12,448.75
GreenLeaf Organics
3 invoices
$11,149.75
AI Insights
DEMORevenue trending upward
TrendMonthly revenue has increased 23% over the past quarter, driven primarily by web design and e-commerce projects.
+23%
Follow up on viewed invoices
TipTwo invoices totaling $2,920 have been viewed but not yet paid. A gentle reminder could accelerate payment.
$2,920
Overdue invoices need attention
RiskTwo invoices are past due totaling $5,388. Patel Media Group has an invoice 29 days overdue.
$5,388
Partial payment on large invoice
AnomalyRivera Consulting paid $4,000 of a $9,201 e-commerce invoice. Consider reaching out to confirm remaining payment timeline.
$5,201
Convert accepted estimate
TipTechStart Labs accepted EST-002 for $7,036 but it hasn't been converted to an invoice yet. Convert it to start the payment cycle.
30-Day Revenue Forecast
$12,450.00
Based on 3 outstanding invoices, 3 active recurring templates, and recent payment velocity.
Payment Behavior
Fastest
- TechStart Labs7d
- BluePeak Software9d
- Acme Corporation10d
Slowest
- Nadia Patel14d
- James Rivera14d
- Sarah Mitchell14d