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Payments & Financials

How to Use Analytics

Review yearly or all-time money, lead-funnel, lead-source, booking, and client-journey results with links to supporting records.

Analytics shows your financial results, inquiry sources, and booking trends.

  1. Choose between a year and All time

    Open Financials > Analytics and choose an Analytics period:

    • A specific year: financial results, signals, inquiries, and bookings for that year.
    • All time: lifetime totals, seasonal patterns, and changes in inquiry sources.
    • A future year: expect forward-looking booking information rather than completed financial results.

  2. Read the yearly financial sections

    The yearly financial sections show:

    • Signals: items or conditions that may need attention.
    • Money snapshot: revenue or earned amount, invoiced amount, expenses, and profit estimate.
    • Accountant summary: revenue, tax, expenses, still-due amounts, and operating-profit estimate.
    • Revenue over time: how the selected revenue measure changes through the year.

  3. Review inquiries and bookings

    These sections show where work comes from and how it progresses:

    • Lead funnel: movement from inquiry toward booked work.
    • Lead source results: how recorded sources contribute to leads and bookings.
    • Bookings and weddings by month: when confirmed work occurs.
    • Client journey: how clients move from inquiry through completed work.

  4. Investigate an unexpected result

    To check or correct a total:

    1. 1.

      Confirm the selected period and section label.

    2. 2.

      Use the available detail link for revenue, issued invoices, expenses, or profit.

    3. 3.

      Open the invoice, payment, lead, booking, or transaction behind the result.

    4. 4.

      Make the correction in that record.

    5. 5.

      Return to Analytics and review the result again.

  5. Use All time for longer patterns

    Choose All time for lifetime totals, seasonal patterns, and changes in your business and inquiry sources.

  6. Export the financial summary

    1. 1.

      Open Accountant summary.

    2. 2.

      Select Export CSV.

    3. 3.

      Choose Summary CSV, Expense categories CSV, or Transaction detail CSV.

    4. 4.

      Review the selected period and data-coverage notices before using the downloaded file.

  7. When data is missing

    Unavailable and “not enough history” mean there is not enough data for a result. They do not mean zero. Different currencies stay separate.

Notes

  • Future years show forward-looking booking information rather than completed financial results.
  • An Unavailable or “not enough history” state is a data-coverage warning, not a zero.
  • Different currencies remain separate.