General Insights

The landing page of Solvimon Insights provides a high-level overview of invoice data relevant to your platform. This serves as a starting point for deeper analysis and understanding. The primary elements on the landing page include:

Filters

• Date: Filter data by specific date ranges based on invoice date.
• Invoice Status: Filter by FINAL, DRAFT, or OPEN invoice statuses.
• Customer: Filter by the name of the customer, using the legal name for organizations and the customer reference for individuals.
• Billing Entity: Filter by the legal name of the billing entity.
• Product: Filter by the name of the product.
• Pricing Plan: Filter by the name of the pricing plan.

Tiles

• Invoice Amount: The total invoice amount (including tax).
• Unique Customers: The count of unique customers.
• Monthly Revenue: The total invoice amount grouped by month.
• Customers: The customer name, pricing plan name, count of unique products invoiced and the total invoice amount.
• Products: The product, count of unique customers invoiced and the total invoice amount.
• Pricing plans: The pricing plan, the pricing plan version, count of unique customers invoiced and the total invoice amount.