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.
