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Analytics

Seventeen live views of your business. Pick any period, spot the trends and find the answer in a few clicks.

No per-user pricing for up to 50 users.

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Serlix Analytics turns every sale, ticket, appointment and contract into charts and tables you can actually use. It refreshes itself, so you are looking at what is happening now, not last month's spreadsheet.

Pick any period, from today to last year or dates of your own. On Overview, Sales, and Tickets & Appointments you can set it against the stretch before and see what is up, what is down and by how much.

Seventeen views

Sales, customers, profit, debt, stock, staff, tickets, contracts and more, each built around a question you really ask.

Any period you like

Today, this week, last quarter, this year or your own dates, with your own financial year start.

Compare with the stretch before

On Overview, Sales, and Tickets & Appointments, tick one box to set the period against the same number of days before, with the change shown.

Peak times at a glance

Heatmaps show which days and hours bring in the most.

Targets

Set monthly sales targets and see how you are doing against them.

Click through to the detail

Open the customer or invoice behind a figure.

Chart, table or spreadsheet

Switch charts that have a table to a sortable table, or download it as a CSV file.

Live, and remembered

Reports refresh every minute and remember how you last viewed each one.

What you can look at

  • Overview: how the business is doing at a glance.
  • Sales: what was sold, when, and how it compares.
  • Revenue by Customer: who the sales come from.
  • Products & Services: what sells, and how much of it.
  • Profit & Margin: what was earned after what it cost. Shown only to people allowed to see costs.
  • Debtors & Ageing: who owes money, and for how long.
  • Payments & Cash Flow: money in and out, by how it was paid.
  • Quotes & Conversion: quotations turned into work.
  • Discounts, Voids & Refunds: where money is given back or not taken.
  • Tax Summary: VAT charged on what was sold.
  • Staff Performance: what each person sold, took and handled.
  • Current Periods: today, this week, month, quarter and year, against the same stretch before.
  • Tickets & Appointments: work opened and closed, and the diary.
  • Stock & Inventory: what is on the shelf, what moves and what does not.
  • Smartcards: cards issued, active, suspended and revoked.
  • Customer Growth: new customers, repeat buyers and those gone quiet.
  • Contracts & SLAs: service levels met and missed, contracts, renewals and what they bring in.

Works with

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