Estimates & Invoices

How to Use Invoice Analytics to Track Revenue

Use invoice analytics in Local Business Pro to track sent, overdue, paid invoices, and total revenue. Monitor financial health easily.

beginner 4 min read invoices analytics revenue tracking
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Quick Answer: The Invoices page shows four analytics cards at the top: Sent, Overdue, Paid, and Revenue. Use the date range filter to see metrics for any time period.

Understanding the Analytics Cards

  • Sent - Number of invoices delivered to customers awaiting payment
  • Overdue - Invoices past their due date (lower is better)
  • Paid - Successfully paid invoices in the period
  • Revenue - Total dollar amount collected

Using Analytics Effectively

  1. Navigate to Operations > Invoices
  2. View the analytics cards at the top of the page
  3. Set the date range to the period you want to analyze
  4. Compare percentages to see changes from previous periods
  5. Green percentages indicate improvement
  6. Red percentages (especially on Overdue) indicate areas needing attention
  7. Use these metrics for monthly financial reviews

Frequently Asked Questions

Q: How is the Revenue figure calculated?
A: Revenue shows the total amount of successfully collected payments within your selected date range.

Q: What's a healthy Overdue percentage?
A: Aim for under 10% of invoices overdue. Higher percentages may indicate collection process issues.