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Overview

Every provides reporting and analytics to track business performance, key metrics, and make data-driven decisions.

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Dashboard

Key Metrics: Total revenue, outstanding amount, overdue amount, draft invoices, monthly totals Quick Stats: Paid/unpaid ratio, average invoice amount, average days to payment Activity Timeline: Recent invoices, payments, proposals, automations, agent actions

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Available Reports

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Revenue Tracking

Includes: Total revenue, revenue by client/offering, trends, month-over-month, year-over-year Date Ranges: Today, week, month, quarter, year, custom Visualizations: Line charts (time), bar charts (client), pie charts (service)
Ask Every Agent: Track revenue metrics:
  • “Show me my total revenue for Q4 2024”
  • “What was my revenue last month?”
  • “Create a revenue report by client for this year”

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Outstanding Invoices

Shows: All unpaid invoices, total outstanding, overdue vs current, aged receivables (30/60/90+ days), client breakdown Actions: Send bulk reminders, identify problem clients, forecast cash flow, prioritize collections
Focus collection on 31-60 day bucket - not too early, not too late!
Ask Every Agent: Monitor unpaid invoices:
  • “Which clients owe me money?”
  • “Show me all overdue invoices”
  • “What’s my total outstanding balance?”

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Client Payment History

Per-Client Metrics: Total paid, outstanding, avg days to payment, on-time rate, invoice count Use for: Identify reliable clients, flag slow payers, adjust payment terms
Ask Every Agent: Analyze client payment patterns:
  • “How quickly does ACME Corp usually pay invoices?”
  • “Show me which clients are the slowest payers”

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Expense Summaries

Reports: Total by period, by category, billable vs non-billable, billed vs unbilled, tax-deductible totals Client Expenses: Per-client spending, billback status, unbilled value
Ask Every Agent: Analyze your expenses:
  • “What were my total expenses last quarter?”
  • “Show me unbilled expenses for ACME Corp”

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Time Tracking

Reports: Total hours, billable vs non-billable, by client/service, utilization rate, billed vs unbilled, revenue from time Utilization: Billable Hours ÷ Total Hours (e.g., 30/40 = 75%)
Ask Every Agent: Track billable hours:
  • “How many billable hours did I work this month?”
  • “Show me unbilled time entries for ACME Corp”
  • “What’s my utilization rate for Q4?”

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Tax Reports

Sales Tax: Total collected, by rate/client, remittance due, filing summaries Expense Tax: Total deductible, by category, receipt status, year-end summary

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Payment Reports

Metrics: Total received, payment methods, average amount, timing (days to payment), online vs manual Trends: Payment velocity, preferred methods, seasonal patterns

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Filters & Customization

Date Ranges: Today, yesterday, week, month, quarter, year, custom Client Filters: Specific client, client group, active vs archived, high-value Status Filters:
  • Invoice: Draft, issued, paid, overdue, void
  • Payment: Unpaid, partially paid, fully paid, overdue
Export: CSV (Excel), PDF (printable), JSON (integrations)
Export to CSV for custom Excel/Sheets analysis!

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Performance Metrics

Financial KPIs:
  • MRR: Monthly recurring revenue from automations/retainers
  • Average Invoice Value: Total revenue ÷ invoice count
  • Collection Rate: Payments collected ÷ invoices issued
  • DSO: Days sales outstanding (avg days to payment)
Operational KPIs: Invoice volume, client acquisition, client retention, utilization rate
Ask Every Agent: Calculate key metrics:
  • “What’s my average invoice amount?”
  • “What’s my monthly recurring revenue?”
Trends: Revenue growth, client base growth, deal size changes, payment speed, expense growth Visualizations: Trend lines, moving averages, period comparisons, forecasts

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Client Analytics

Top Clients: Ranked by total revenue, period revenue, invoice count, avg invoice, payment speed
Ask Every Agent: Identify top clients:
  • “Who are my top 5 clients by revenue?”
  • “Show me my most valuable clients”
Risk Analysis: Identify slow payers, increasing days to payment, disputed invoices, reduced volume, growing balances Actions: Proactive communication, adjust terms, request deposits, re-evaluate relationships

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Best Practices

Review weekly - Set recurring calendar event for key metrics.
Track trends - Month-over-month and year-over-year comparisons reveal more than snapshots.
Focus on action - Use reports to drive decisions, not just observe.
Monitor cash flow - Outstanding invoices report is crucial for cash management.

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Common Reports

Weekly: Outstanding invoices, new payments, overdue invoices, draft invoices Monthly: Total revenue, month-over-month, top clients, expenses, tax collected Quarterly: Revenue trends, client retention, avg invoice value, collection performance, expense analysis Year-End: Annual revenue, tax reports, client performance, service performance, full expense report

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Next Steps

Dashboard

View your business dashboard

Track Metrics

Create invoices to build data

Tax Reports

Generate tax compliance reports

Expense Reports

Analyze business expenses
Need help? Contact support at [email protected]