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Sales analytics

What you invoiced, what came in, what is still owed and who keeps you afloat. The page re-reads your sales invoices and their payments.

Updated on September 11, 2026

Where the figures come from

Every value comes from your sales invoices: their issue date, amount, due date and the payments recorded against them. Drafts are counted separately and never enter revenue. Nothing is entered twice — issuing an invoice and ticking off its payment is enough to feed the page.

Note

This page is part of the Analytics module. That is the only access condition: for a business, the module has to be enabled on the organisation; accounting firms get it at no extra cost.

The four indicators

The top row sums up the state of your invoicing.

  • Revenue collected — the total of invoices actually paid since 1 January, net of credit notes, compared with the same period last year. This is a year-to-date figure: unlike the charts, it does not follow the 6, 12 or 24-month window you pick.
  • Customer receivables — everything issued and not yet collected, less the credit notes still open against them, whether or not the due date has passed. “Overdue” is a subset of it: do not add the two together.
  • Overdue — the share of receivables past their due date. The first figure to watch.
  • Drafts — invoices prepared but never issued, therefore invisible to your customer and to your accounts alike.

The two charts

Pace on one side, cumulative total on the other.

  • Invoiced vs collected

    Month by month, what you issued against what actually came in. The gap between the two bars is your collection delay made visible.

  • Cumulative collected

    The curve of revenue collected since the start of the period. It shows the slope of your activity rather than its monthly bumps.

Breakdowns

Two rankings to understand what makes up the total.

  • Top customers — ranked by revenue collected over the period, each with its share. Useful to measure how dependent you are on one or two accounts.
  • Status breakdown — four shares that never overlap: collected, pending excluding overdue, overdue, and credit notes still open. The figure at the centre is the sum of the four.

Reading the page usefully

Revenue rising while receivables grow faster is a collection problem, not growth. Always compare the “invoiced” bar with the “collected” bar of the same month: if the gap widens month after month, your delays are stretching.

Tip

Invoices needing attention also surface as a badge in the sidebar: clicking it opens the list already filtered.