Overview of Available Reports
Track the total amount invoiced, paid, and unpaid.
Get insights into your billing patterns and client payments.
Monitor your business expenses.
View your overall financial health by comparing invoices and expenses.
Track your balance over time.
Analyze sales data by client.
Identify your top clients and areas for growth.
Customizing Report Periods and Filters
Open Invoice Fly.
Tap on the Reports icon located in the menu at the bottom of the screen.
Choose the type of report you want to generate: Invoices, Expenses, Balance, or Sales by Client.
Select the desired period for the report:
Lifetime
Year
Month
Quarter
Filter reports by client to get more detailed insights.
Understanding Your Dashboard
The Invoice Fly dashboard is a tool for monitoring your business's financial health and performance. This guide will cover the features available on the reporting dashboard, key metrics, and analytics to help you make informed decisions.
Overview of the Dashboard Features
The main screen where you can view a summary of your financial activities and performance metrics.
Provides a quick snapshot of your business’s financial status.
Visual representation of your total revenue and expenses over selected periods.
Helps identify trends and patterns in your business’s financial performance.
List of all unpaid invoices.
Quick access to follow up on overdue payments.
Displays the most recent invoices, payments, and expenses.
Allows for quick review and action on recent financial activities.
Key Metrics and Analytics
Total Revenue:
Shows the total income generated by your business over a selected period.
Useful for tracking sales performance and growth.
Total Expenses:
Displays the total expenses incurred by your business over a selected period.
Helps in monitoring and controlling business spending.
Net Profit:
Calculates the difference between total revenue and total expenses.
Indicates the overall profitability of your business.
Outstanding Payments:
Shows the total amount of unpaid invoices.
Important for ensuring timely collections.
Top Clients:
Identifies the clients who contribute the most to your revenue.
Helps in focusing on key relationships and providing targeted services.
Sales by Client:
Breaks down revenue by individual clients.
Useful for understanding client contribution and performance.
Expense Breakdown:
Categorizes expenses to show where your money is being spent.
Helps in identifying areas to reduce costs and improve efficiency.