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View Your Analytics Page

The Analytics page is an advanced reporting hub that grants unrestricted visibility into your business data. It features a comprehensive suite of interactive visual tools, including the Order, Buyer Revenue, and Sales Rep performance charts.

NOTE:

  1. Business Plans: You will have full access to the complete Analytics Dashboard.

  2. Basic and Startup Plans: Access to the Analytics dashboard with an existing limited chart set.

  3. Free: The Analytics tab is disabled; hovering displays a tooltip prompting the user to upgrade.

Here are some of the performance charts we have:

Sales Analytics Dashboard

It tracks customer purchase behavior based on Order Date (when the orders were placed), rather than when they were billed or invoiced.

Sales by Region/Brand

Invoices Analytics

It tracks overall sales billing metrics and visualizes invoicing trends over a rolling 12-month period (July to June).

Top Buyers

It shows your most valuable customers based on the total revenue they’ve generated and how many orders they've placed.

Top Products

This ranks your best-selling items based on the total revenue they generated, while also showing the total units sold for each.

Top Payment Terms

This shows the Top Payment Terms used by customers to complete their orders.

Returns Analytics

It tracks data related to product returns, financial losses from returns, and customer feedback over a specific period.

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