What your accountant asks for every quarter anyway
Revenue, aged receivables, VAT per code and the document chain from quote to payment.
What this is about
Analytics is the financial part of the reporting: monthly revenue in gross, credit notes and net, open invoices split across 0 to 30, 31 to 60, 61 to 90 and 90-plus days, the VAT totals per code for the return, and the outstanding amount per customer. With it comes the document chain: from quote to order to invoice to credit note to payment, per customer.
It is meant for the monthly and quarterly close, and it replaces the list your accountant now requests by email. That is deliberately a modest promise: this is not a dashboard to look at but a set of overviews that get a close done faster. The wider reporting, the work lists and the layer that lets agents reach it in plain language sit in Magic Orb.
The Analytics module provides deep insights into your business performance. Track sales, monitor customer behavior, analyze product performance and make data-driven decisions.
All information your bookkeeper and accountant need: revenue, VAT, aged receivables and more.
Who we built this for
The controller who has to file the quarterly return, the accountant who requests the same overviews every quarter, and the director who wants to see where the outstanding amount sits. In short: anyone now waiting for someone to make an export.
What you get with it:
What actually happens
The figures come from the ERP module, so they are the same figures your administration works with. That is the whole difference with a reporting tool running on a copy of the data, which therefore always says something slightly different from the bookkeeping.
Monthly revenue KPIs
Gross, credit notes and net side by side, with the comparison to previous months, so a dip is a month and not a feeling.
Aged receivables
Which invoices are waiting and for how long, across the four usual brackets.
VAT per tax code
The rates separately, with the totals the return requires, so filing is not spreadsheet arithmetic.
Customer balances
The outstanding amount per customer, with the invoices underneath, so a call about an amount costs one click.
Following the document chain
From quote to payment, per customer, so the question where an amount comes from does not cost an afternoon.
Signals for credit risk
Which customer needs attention before it becomes a problem, rather than after the term has passed.
From dashboard to reporting
Real-time dashboards for daily overviews, detailed reports for period closing.
KPI Dashboard
Revenue, outstanding amounts, number of invoices live.
Aged Analysis
Invoices sorted by age category.
VAT Report
Totals per tax code for filing.
Document Chain
Trace Q to O to I to C to P per customer.
How it fits with the rest
The figures come from the ERP module, where the quotes, orders, invoices and credit notes live. The articles and margins come from the PIM. So a revenue figure here can be traced back to an order and an order line, not only to a total in a chart.
The wider reporting, the work lists — such as the call list of open quotes that lands in the CRM — and the MCP servers that let agents request a report in plain language sit in Magic Orb. Analytics is the financial part; Magic Orb is the whole around it.
What it delivers:
Let us put your monthly close next to these overviews
You tell us which overviews your accountant requests every quarter; we show which of them are already here and which we would have to add. That is a short list and an honest answer.
If you also want to request those figures in plain language, that belongs to Magic Orb. In the demo we show both, so you can see the boundary.