Overview: how to read the charts
The Overview shows how your business is doing on a single screen: how much you invoice, how much you still have to collect, which clients you depend on, which items sell best and how much VAT is linked to your activity. 📊
📈 Invoicing
What does the monthly invoicing chart show?
It shows how much you invoiced in each month of the current year and compares it with previous years:
- Green current year
- Grey previous years (only the last 2 years)
This way you can quickly see whether you're invoicing more or less than in the same month of other years.
What do the Today, This Month, This Quarter and This Year values mean?
They are the total amount invoiced in each of those periods.
What do the percentages next to the values mean?
They show whether invoicing went up or down compared with other periods:
| Value | Compared with |
|---|---|
| Today | Shows the amount only, with no comparison. |
| This Month | The same month last year and the previous month. |
| This Quarter | The same quarter last year and the previous quarter. |
| This Year | The previous year. |
💡 Tip: you can click the percentages. This opens the invoice list for the period used in the comparison (for example, the previous month).
Why is everything showing zero?
This happens when you haven't issued any invoices in that period yet. Values stay at zero and percentages aren't shown until there's history to compare with.
💶 Receivables
What do Total, Not Overdue and Overdue mean?
- Total: everything your clients still owe you.
- Not Overdue the part of the debt whose payment deadline hasn't passed yet.
- Overdue the part of the debt whose deadline has passed and is still unpaid.
🧮 Total = Not Overdue + Overdue
How do I read the debt ageing chart?
The chart shows 7 months: the 3 previous months, the current month (middle bar) and the 3 following months. Each bar is split into three parts:
- Received what has already been paid.
- Not Due what is still within the payment deadline.
- Overdue what is past the deadline and still unpaid.
Hover over each part to see the exact amount.
What is the Debtor Clients table?
It's the list of clients with outstanding amounts, from the one who owes the most to the one who owes the least. For each client you see the total amount owed and how much of it is already overdue.
💡 Tip: click the client's name to open their record.
👥 Clients
What does the client dependency chart show?
It shows how much of your invoicing comes from each client, in a horizontal bar. This helps you see whether you depend heavily on a few clients.
- With 9 clients or fewer, each client has its own segment in the bar.
- With more clients, the main ones are shown separately and the rest are grouped under Others
Click a client's name in the legend to open their record.
What does the active clients chart show?
For the last 12 months (up to the current month), it shows how many clients you had each month, split into Recurring and New. Hover over a month to see the details.
When does a client count as "active" or "new"?
- Active: the client received at least one invoice from you in the calendar year.
-
New: the client counts as new in the month you issued their first invoice.
What do the indicators below the charts mean?
| Indicator | What it means |
|---|---|
| Total active clients | Number of clients with at least one invoice in the year. |
| New clients | Number of clients you invoiced for the first time. |
| Average value per client | Total invoiced divided by the number of active clients. |
| Average value per new client | Total invoiced to new clients divided by the number of new clients. |
📦 Items
What does the Top 5 Items chart show?
It shows your 5 best-selling items by quantity (units sold), not by value.
Does the sales evolution chart show amounts in euros?
No. It shows the quantities sold in each of the last 12 months. The last bar on the right is always the current month. Hover over a bar to see the exact quantity for that month.
What do the item indicators mean?
| Indicator | What it means |
|---|---|
| Items sold | Total units sold in the period. |
| Average value per item | Amount invoiced for items divided by the number of units sold. |
💡 Note: both indicators are compared with the previous period (for example, last month) and with the same period last year. The second comparison helps you filter out seasonal changes.
🧾 VAT
What's the difference between the Monthly and Quarterly views?
- Monthly a chart with the VAT for each month of the year, plus four cards with the two previous months, the current month and the next month (for example, in March: January, February, March and April).
-
Quarterly VAT grouped by quarter (Q1 to Q4).
Can I use these values in my VAT return?
⚠️ Important: these values are for monitoring your activity and don't replace your official return. Always check the values with your accountant before submitting them.
💬 Frequently asked questions
❓ Are the Overview values the same as my VAT return?
No. These values are for monitoring your activity and don't replace your official return. Always check them with your accountant before submitting anything.
❓ Why do the charts show zero?
This happens when you haven't issued any invoices in that period yet. The values stay at zero, and the percentages aren't shown until there is history to compare with.
❓ Who counts as an active or new client?
A client is active if they received at least one invoice from you in the calendar year. A client counts as new in the month you issued their first invoice.
❓ Can I open the details behind a figure?
Yes. Click a percentage to open the invoice list for the period used in the comparison, and click a client's name to open their record.