Net revenue
$0.00
No revenue records yet
Reports & Insights
Track performance across your invoices, customers, and products. These insights update automatically based on the documents you build.
Overview
Average invoice
$0.00
Based on invoices, receipts, and credits
Largest document
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Create your first document to see insights
Pipeline value
$0.00
No open documents awaiting conversion
Estimates & Quotes
Not yet invoicedPotential value
$0.00
No estimates or quotes ready to convert
Document types
Create an estimate or quote to track your upcoming work.
Revenue trends
Last 6 months
Jan 2026
$0.00
Dec 2025
$0.00
Nov 2025
$0.00
Oct 2025
$0.00
Sep 2025
$0.00
Aug 2025
$0.00
Document mix
By document typeGenerate documents to see how your work is distributed.
Top products
By revenueAdd line items to your documents to surface top performers.
Key customers
Based on revenueWork with your customers to unlock actionable insights here.