Understanding your analytics
Analytics in the sidebar opens five tabs: Revenue, Receivables, Profit, Assets ROI, and Client Value. Every tab is reachable on every plan; panels that belong to a higher plan show an upgrade card in place, so you always see what's available.
The one rule behind every number
Velosiq reports revenue on a cash basis: money counts when it's received, not when it's invoiced.
- Revenue = payments recorded, bucketed by payment date
- A $10,000 invoice contributes $0 until money arrives; a $3,000 partial payment counts the day it lands
- Payments on cancelled invoices are excluded — voided deals never inflate your numbers
- The one exception: the Top Products report counts line items on fully paid invoices (individual line items can't be split across partial payments)
Cash basis is how most small businesses actually think — "what hit the bank this month?" — and it means your dashboard revenue chart, analytics, and reality always agree.
The five tabs
| Tab | What it answers | Plan |
|---|---|---|
| Revenue | How much am I collecting, from whom, for what? | KPIs on all plans; trends on Professional+ |
| Receivables | Who owes me, and how overdue is it? | All plans |
| Profit | Income vs expenses — am I actually making money? | Starter+ |
| Assets ROI | Has my equipment paid for itself? | Inventory on all; ROI on Professional+ |
| Client Value | Which clients matter most, and am I over-concentrated? | Starter+ / Professional+ |
The dashboard chart
Your dashboard's Revenue Overview uses the same cash-basis engine — monthly on every plan, with Daily and Weekly breakdowns on Professional and Business.