Generate insights with comprehensive reports on sales, finances, and operations.
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Navigate to Reports or Analytics from the main menu. The reports dashboard provides an overview of key business metrics: Revenue trends over time, Top clients and products, Team performance summaries, Outstanding invoices and cash flow, Recent reports you've generated. This is your command center for business insights.
Access critical financial reports: Profit & Loss (P&L) statement showing revenue and expenses, Balance sheet with assets and liabilities, Cash flow statement, Revenue by client, product, or service, Expenses by category, Outstanding receivables and payables. Export reports to PDF or Excel for accounting.
Analyze sales performance across dimensions: Total sales revenue by period, Sales by product, service, or category, Sales by location or sales rep, New vs. returning customer revenue, Average transaction value trends, Sales growth rate. Identify your most profitable offerings.
Understand your customer base with client reports: Total active clients and growth rate, Client lifetime value (LTV), Customer acquisition cost (CAC), Retention and churn rates, Top clients by revenue, Client segmentation analysis. Use insights to improve customer success.
Evaluate team productivity and effectiveness: Hours worked by team member and project, Revenue generated per employee, Sales performance by rep, Project completion rates, Time tracking and utilization, Task completion metrics. Data-driven management improves outcomes.
Optimize inventory with these reports: Current stock levels by product and location, Low stock alerts and reorder recommendations, Inventory valuation, Stock turnover rate, Best-selling and slow-moving items, Shrinkage and adjustment history. Better inventory management reduces costs.
Build reports tailored to your specific needs: Select data sources (invoices, clients, projects, etc.), Choose metrics and dimensions, Apply filters by date, client, product, etc., Add visualizations (charts, graphs), Save custom reports for reuse. Custom reports answer your unique questions.
Receive reports automatically on a schedule: Set up daily, weekly, or monthly report delivery, Choose recipients (yourself, team, investors), Select report format (PDF or Excel), Reports are emailed automatically, Never miss critical business metrics. Automation saves time and ensures consistency.
Distribute reports to stakeholders: Export to PDF for professional presentation, Download as Excel for further analysis, Share via link with view-only access, Print reports for meetings, Integrate with accounting software. Flexible export options support various use cases.
Complete step-by-step guide to create, customize, and send your first professional invoice with Nubeso.
Organize projects, assign tasks to team members, and track progress.
Learn how to track products, manage stock, and set up low-stock alerts.