Workspace

Analytics

The analytics page gives you a financial overview of your business — revenue, outstanding amounts, collected this month, and per-project profitability.

Revenue cards

The top row shows four key metrics:

Total invoicedCumulative total of all invoices ever created (any status)

CollectedTotal of all invoices marked as Paid — actual revenue received

OutstandingTotal of all invoices currently in Sent status — money owed

This monthTotal of invoices created in the current calendar month

Revenue over time

A monthly bar chart showing invoiced vs collected amounts for the past 12 months. Use this to spot seasonal patterns, identify slow months, and measure growth month over month.

Tip: The gap between “invoiced” and “collected” bars for any month represents outstanding or unpaid invoices from that period. A consistently large gap may indicate a collections issue worth addressing.

Invoice status breakdown

A visual breakdown showing how your invoices are distributed across Draft, Sent, Paid, and Cancelled statuses — as a count and percentage of total.

Top clients

A ranked list of your highest-revenue clients (by total paid invoices). Useful for identifying who your most valuable clients are and where to focus retention effort.

Project profitability table

The profitability section only shows projects where at least one invoice has been paid — it reflects actual earned revenue, not estimates.

For each project, it shows:

RevenueTotal of paid invoices linked to this project

CostTime cost (tracked hours × hourly rate) + logged expenses

ProfitRevenue minus cost

Margin %Profit as a percentage of revenue

Margin badges are colour-coded:

•Green — 50% or above (healthy)
•Amber — 20–49% (acceptable, watch costs)
•Red — below 20% (low margin, investigate)

Accurate cost calculation depends on logging time consistently with an hourly rate set (either workspace-level or per-time-entry), and logging all project expenses.

Revenue by client

A table showing your top 10 clients ranked by total paid revenue, including their outstanding balance and invoice count. Useful for identifying your most valuable clients and where to focus retention.

CSV data export

Download your raw business data as CSV files from the export buttons at the top of the analytics page. Available on Solo, Studio, and Agency plans.

•Invoices — all invoices with client, amounts, dates, and status
•Clients — all client records with contact details
•Time — all time entries with project, hours, rate, and billed amount
•Expenses — all expense records with project and category

Tip: Use CSV exports to load your data into Excel, Google Sheets, or your own reporting tools — or to share financial summaries with your accountant.

Scope creep detection

On the project page itself (not the analytics page), a banner appears when actual costs exceed the quoted total by more than 20%. This is an early warning that a project is running over budget — useful for raising a change order or re-scoping before delivering.

Time & expenses →Invoices →Projects →