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Understanding Analytics

Move from the Dashboard summary to detailed analytics for a selected year or all time.

Open Financials > Analytics for yearly and all-time results.

  1. Start with a question

    Open Analytics to look into a Dashboard result, such as a revenue change, fewer bookings, or a seasonal pattern.

  2. Choose the reporting period

    Open Financials > Analytics and choose a year or All time. Use a year for that period’s results and All time for lifetime totals and trends.

  3. Review financial results

    The financial sections show:

    • Signals: notable changes or conditions worth reviewing.
    • Money snapshot: a concise financial summary.
    • Accountant summary: figures prepared for a financial review.
    • Revenue over time: how recorded revenue changes across the selected period.

  4. Review inquiries and bookings

    Below the financial sections, you can review:

    • Lead funnel and Lead source results
    • Bookings and weddings by month
    • Client journey

  5. Open the records behind a total

    Select View revenue details, View issued invoices, View expenses, or View profit details to check a total. Make corrections in the linked record.

  6. Read coverage limits correctly

    Different currencies stay separate. Unavailable means older, incomplete, or mixed-currency records prevent a total from being calculated; it does not mean zero.

Notes

  • Analytics keeps different currencies separate instead of combining them.
  • Older or incomplete records can make a metric unavailable; Lemlii labels these coverage limits.