New
Finance: receivables and reports
Debt age, reports and explainable signals from business data.
In the dashboard
- Receivables show debt age, largest balances, 7/30-day collection rates and completed tasks with a balance. Open their tasks and accounts to verify the figures.
- Reports by service, customer, team member, method, weekday, hour, destination zone and source channel. Discounts, concentration and cash differences are included; unallocated payments stay identifiable.
- Customers show lifetime value, frequency and risk signals with visible calculations. The monthly projection is an estimate; missing values prevent a numeric projection. Alerts show thresholds and operands.
- Every chart includes an accessible table and follows the light/dark theme. Historical debt evolution is labeled as a restatement using current values; credits retain their balances.
- Owners and managers see analytics. Staff retain their own receipts and cash; viewers see no money. Product sales and requested vs delivered quantities arrive separately.
- Debt includes only completed or overdue work; upcoming tasks appear separately. Advances allocated to future tasks remain reserved for those tasks.