Reports & AnalyticsUpdated May 2026
Analytics
How to use the Analytics module to explore trends and performance.
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Overview
The Analytics page provides interactive charts and trend analysis for your revenue, expenses, and operational performance. Unlike static reports, analytics lets you explore your data visually and identify patterns over time.
Analytics Sections
| Field | Required | Description |
|---|---|---|
Revenue Trend | — | A time-series chart of revenue over your selected period. |
Expense Trend | — | A time-series chart of total expenses over time. |
Profit Trend | — | Revenue minus expenses over time, showing your profit trajectory. |
Customer Breakdown | — | Revenue contribution by customer — who your biggest clients are. |
Expense Category Breakdown | — | A pie or bar chart showing spending by category. |
Forecasting | — | 30/60/90-day projections based on your historical data patterns. |
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