Dashboard Overview

When you log in to Quinvy, the first thing you see is the Analytics Dashboard. This page provides a comprehensive overview of your business’s financial health, helping you track revenue, monitor outstanding invoices, and identify payment trends at a glance.

1. Key Performance Indicators (KPIs)

At the top of the dashboard, you will find four main metrics:

• Total Revenue: The total amount of money (not including tax) you have successfully collected all the time.
• Total Published: The total value of invoices that have been issued but are not yet paid.
• Total Overdue: The total amount of money from invoices that have passed their due dates.
• Avg. Payment Time: The average number of days it takes for your clients to pay an invoice after it has been issued.

2. Cashflow & Revenue Composition

• Last 6 Months Cashflow: A line chart showing your revenue trends over the past half-year. This helps you identify seasonal trends or growth patterns.
• Revenue Composition: A pie chart breaking down your total invoice values into Paid (Green), Published (Yellow), and Overdue (Red).

3. Client Performance

Quinvy analyzes your clients’ payment behaviors to help you manage risks:

Top Clients by Revenue

A leaderboard of your most valuable clients based on total revenue generated.

Client Reliability Score

Each client is given a Reliability Score based on their payment history.

[!TIP] Clients earn +10 points for on-time payments, but face a heavy -20 point penalty for late payments, plus additional deductions for every day an invoice remains overdue.

Best Clients vs. Red Flag Clients

• Best Clients (On-time Payments): Clients who consistently pay before or on the due date.
• Clients to Watch (Frequent Delays): Clients who have a history of late payments.

Client Churn Risk

Quinvy automatically flags clients who pose a high financial risk, such as those with consistently late payments or very high overdue amounts.

4. Invoice Insights & Reminders

• Invoice Aging Summary: A breakdown of unpaid invoices by age (e.g., <30 days, 31-60 days, 90+ days). This is crucial for prioritizing debt collection.
• Monthly Payment Delay Trend: Tracks whether your clients are taking longer or shorter times to pay month-over-month.
• Reminder Overview: At the top of your dashboard, you can quickly see how many reminders have been sent and the general Success/Failure rate of your automated reminders.

[!TIP] Looking for deeper projections and efficiency metrics? Scroll down on your dashboard to find the Advanced Analysis & Projections section, or read about it here.