Step 5 · Paid · Finance
Value analytics
Who brings the most value, and who pays on time.
Every workflow is custom built for you.
Value analytics
Last 12 months · 7 customers
AIAnalyst agent
4 of 7 customers came back1 pays later than 14 days
| Customer | Billed | Projects | Avg days to pay | Referred | Health | |
|---|---|---|---|---|---|---|
| John Doe | S$41,000 | 3 | 6 | 4 | Active | |
| Mario Rossi | S$22,500 | 4 | 8 | 5 | Active | |
| Erika Mustermann | S$18,000 | 2 | 7 | 3 | Active | |
| Juan Pérez | S$14,000 | 2 | 21 | 0 | At risk | |
| Tommy Atkins | S$7,500 | 1 | 12 | 0 | Quiet | |
| Kari Nordmann | S$6,500 | 1 | 16 | 0 | Quiet | |
| Taro Yamada | S$4,800 | 1 | 11 | 2 | Active |
How it works ↓
The screen
What it does
What your team and the agents do on this screen.
- 01Value per customerOver the last 12 months.
- 02Payment behaviourOn time, late, and average days to pay.
- 03ComparisonsSide-by-side options drafted when a customer asks.
Analytics
What it measures
Reported on the screen and in the morning brief.
- 01Top customers by value
- 02Average days to pay
- 03Customers ready for another project
Accurate data
How we keep it right
Every number traces back to where it came from.
- 01From invoicesValue comes from issued invoices, not estimates.
- 02Like for likeComparisons use only items every option prices.