Understand revenue, receivables, profit, and clients
Understanding your analytics — The five analytics tabs, the cash-basis rule behind every revenue number, and which plans unlock what.
Revenue and receivables reports — Revenue KPIs, trends, revenue by client, top products, and the A/R aging report that shows exactly who owes you what.
Profit & loss — Twelve months of income vs expenses with a net-profit line and margin — the report that says whether you're actually making money.
Client value reports — Your top clients by revenue, average days to pay, a concentration-risk warning, and monthly customer growth.