Analytics
Analytics gives MSP admins a live view of contract pipeline health and invoice cash flow. It requires a Pro or White-Label plan and is visible only to MSP admins — MSP users and client accounts are redirected automatically.
For a full breakdown of plan limits and pricing, see Plan Limits.
Access requirements
- Plan: Pro ($199/mo) or White-Label ($248/mo)
- Role: MSP admin (MSP_USER role cannot access this page)
Page layout
Signals strip
At the top of the page, the Signals strip surfaces the most urgent items first. Warnings and informational notices appear before positive signals. When nothing needs attention, the strip shows "You're all caught up."
KPI cards
Four headline numbers appear below the Signals strip at all times, regardless of which tab is active:
| Card | What it shows |
|---|---|
| Contract sign rate | Percentage of all contracts that have been signed, with a raw count |
| Booked revenue | Total monthly value from signed contracts |
| Outstanding cash | Total invoice value in SENT or OVERDUE status; the card and hint text turn amber when overdue invoices exist |
| Collection rate | Percentage of total invoiced value that has been paid, with a raw count of paid invoices |
Tabs
The page has exactly two tabs: Documents and Financial.
Documents tab
The Documents tab shows how contracts move from sent to viewed to signed.
Document funnel — three cells across the top:
- Sent — total number of tracked documents
- Viewed — total view events recorded; shows average days to first view when data is available
- Signed — total signatures; shows the view-to-sign conversion rate and average days to signature
Below the funnel, a per-document table lets you track the status of individual documents, including view count, first/last viewed date, and signed date.
Financial tab
The Financial tab separates revenue momentum from actual cash collection.
Summary panels
- Financial command panel — shows booked revenue (from signed contracts), collected amount with collection rate, and still-open outstanding amount.
- Follow-up focus panel — breaks down where money is getting stuck: invoices awaiting payment (SENT status), overdue invoices needing immediate attention, and average days from send to payment.
Invoice stat cards
Five metric cards show total invoices, collected amount, outstanding amount, collection rate, and average payment time.
Revenue trend chart
A line chart plots signed contract revenue and signed contract count by period. You can toggle between Monthly (last 12 months) and Yearly (last 3 years) using the controls in the chart header.
Invoice trend chart
A line chart plots total invoiced amount, paid amount, and invoice count by period, with the same Monthly/Yearly toggle. Below the chart, three progress bars show the split between paid, awaiting payment, and overdue invoices.
Data freshness
All analytics data is cached and refreshes approximately every 2 minutes.