Purpose of the Report
The Invoice Analysis dashboard is designed to provide visibility into invoicing activity and revenue trends across customers, invoice categories, and reporting periods. By analysing invoice values over time, users can monitor sales performance, identify growth patterns, and review customer invoicing activity in greater detail.
The dashboard combines trend analysis, year-over-year comparisons, and detailed invoice information to support financial reporting, customer account reviews, and business performance monitoring.
How to Access the Dashboard
From the main navigation menu, select the Self Service module.
Open the All Standard Dashboards folder.
Locate Invoice Analysis.
Click Preview to open the dashboard.
Apply any desired filters. The dashboard will automatically refresh based on the filters selected.
Dashboard Filters & Descriptions
The dashboard includes several filters that allow users to focus on specific customers, invoice categories, and reporting periods.
Customer
Type: Drop-down selection
Description: Filters the dashboard to display invoice information for a selected customer. This allows users to analyse invoicing trends and revenue generated from specific customer accounts.
Invoice Category
Type: Drop-down selection
Description: Filters the dashboard by invoice category, enabling users to analyse invoice values associated with specific types of products, services, or billing classifications.
Invoice Date
Type: Date range selector
Default Value: Blank
Description: Allows users to define a custom reporting period based on invoice dates. All charts and tables update automatically to reflect invoices issued within the selected date range.
Column Chart – Growth
The Growth chart provides a historical view of invoice values over time, helping users identify trends in customer billing and revenue generation.
How It Works
Displays the total Invoice Value for each customer account over time.
Groups data first by Account Name and then by Invoice Date.
Invoice dates are displayed hierarchically by Year and Month.
Helps users analyse how invoice values have changed across different reporting periods.
Chart Values
Summary of Invoice Value
Category Axis
Account Name
Invoice Date (Year → Month)
Use Case Examples
Monitor customer revenue growth over time.
Identify seasonal invoicing patterns.
Compare invoicing trends between customer accounts.
Support financial forecasting and business planning activities.
Column Chart – Sales by Month Year Comparison
The Sales by Month Year Comparison chart allows users to compare invoice values across different years on a month-by-month basis.
How It Works
Displays total Invoice Value by month.
Groups data by calendar month.
Separates results by year using the chart legend.
Makes it easy to compare sales performance between different years.
Chart Values
Summary of Invoice Value
Category Axis
Invoice Date (Month)
Legend (Series)
Invoice Date (Year)
Use Case Examples
Compare current-year sales performance against previous years.
Identify seasonal trends and recurring revenue patterns.
Monitor business growth across reporting periods.
Support strategic planning and financial analysis.
Pivot Table – Customer Invoicing
The Customer Invoicing pivot table provides detailed invoice information grouped by customer and invoice characteristics.
Row Fields
Field | Description |
Account | Name of the customer account associated with the invoice. |
Customer Ref | Customer reference associated with the invoice transaction. |
Invoice Category | Invoice category code used to classify the invoice. |
Invoice No. | Unique invoice number assigned to the transaction. |
Type | Invoice type associated with the transaction. |
Description | Invoice category description providing additional details about the invoice classification. |
Invoice Value | Monetary value of the invoice. |
Use Case Examples
Review invoice transactions for individual customers.
Analyse invoicing by category and type.
Investigate specific invoice records.
Support customer account management and financial audits.
Validate invoice values and billing activity.
Data Analysis Features
The dashboard allows users to analyse invoicing data at multiple levels:
Customer level through the Customer filter.
Invoice category level through the Invoice Category filter.
Date level through the Invoice Date filter.
Monthly and yearly trend analysis through the chart visualisations.
Individual invoice level through the Customer Invoicing pivot table.
This combination of summary and detailed reporting enables users to move from high-level revenue trends down to individual invoice records.
Final Remarks
The Invoice Analysis dashboard provides valuable insight into customer invoicing activity and revenue performance. Through its combination of trend analysis, year-over-year comparisons, and detailed invoice records, the dashboard helps users monitor business growth, evaluate customer revenue contributions, and identify patterns in invoicing activity.
Regular review of this dashboard can support financial reporting, customer account management, revenue forecasting, and strategic business planning by providing a clear view of invoicing performance across different customers, categories, and reporting periods.