How to Use Invoice Analytics to Track Revenue
Use the invoice analytics cards in Local Business Pro to track sent, overdue, paid invoices, and total revenue over time.
Quick Answer: The Invoices page shows four analytics cards at the top: Sent, Overdue, Paid, and Revenue. Use the date range filter to see metrics for any time period.
Understanding the Analytics Cards
- Sent - Number of invoices delivered to customers awaiting payment
- Overdue - Invoices past their due date (lower is better)
- Paid - Successfully paid invoices in the period
- Revenue - Total dollar amount collected
Using Analytics Effectively
- Navigate to Operations > Invoices
- View the analytics cards at the top of the page
- Set the date range to the period you want to analyze
- Compare percentages to see changes from previous periods
- Green percentages indicate improvement
- Red percentages (especially on Overdue) indicate areas needing attention
- Use these metrics for monthly financial reviews
Frequently Asked Questions
Q: How is the Revenue figure calculated?
A: Revenue shows the total amount of successfully collected payments within your selected date range.
Q: What's a healthy Overdue percentage?
A: Aim for under 10% of invoices overdue. Higher percentages may indicate collection process issues.
Bizzy Can Do This For You
Instead of doing this manually, just tell Bizzy:
"Show me my invoice analytics"Or navigate to: Operations > Invoices
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Last updated: February 1, 2025