Analytics & Reporting
Floatless provides a real-time Executive Dashboard to give you an instant pulse on your business health.
Key Metrics (KPIs)
- Total Revenue: The sum of all Paid invoices in the current period.
- Active Orders: The number of orders currently being fulfilled.
- Pending Invoices: The total dollar amount of Posted but Unpaid invoices (Accounts Receivable), helping you predict cash flow.
- Total Customers: The size of your active client base.
Charts & Trends
Revenue Trend
A visual graph showing your revenue growth over time (Last 30 Days, This Year, etc.). Use this to spot seasonal trends or usage spikes.
Product Distribution
A breakdown of which Products or Plans are generating the most revenue. Use this to identify your best-sellers.
AI Insights: The dashboard includes an AI-powered "Executive Briefing" card that automatically analyzes your data to highlight risks (e.g., "3 invoices are overdue") and opportunities.