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Updated June 5, 2018

Expenses

  • What are our average expenses per day
  • All expenses over $XX
  • All expenses below $XX
  • Total expenses per supplier
  • List all expenses last month
  • Total expenses per month for the last three months
  • Total expenses from [supplier xyz] per month for this year
  • Change in total and average expenses per month for the last 3 months
  • Total and average expenses per supplier last month
  • Total and average expenses per account last month
  • Total and average expenses per supplier per account last month
  • Change in total expenses per supplier per month for the last 3 months
  • Change in total expenses per account per month for the last 3 months
  • Column plot average expenses per vendor

Accounts

  • Show me my accounts
  • List all my cash accounts
  • Average sale per account last month
  • Total expenses per account

Accounts Receivable + Accounts Payable

  • Total AR balance per customer
  • Total AR balance per class
  • Total AP balance per vendor
  • Average days to pay per customer

Bills

  • All bills greater than $XX
  • Unpaid bills above $XX for [supplier xyz]
  • For the last 90 days show all unpaid bills
  • All unpaid bills from the last 90 days above $XX
  • All bills per account
  • Total bills per quarter

Sales

  • List all sales from last month
  • All sales over $XX
  • Sales below $XX for customer xyz
  • Total sales per product
  • Total sales per class
  • Total sales per service
  • Average and total sales per day
  • For each service what is the total revenue
  • Average sales per customer per month for the last three months
  • Compare growth in revenue per product per class per year
  • Change in total sales per customer per month for the last three months
  • Change in total sales per product per month for the last three months
  • Total and average sales per service last month
  • Total and average sales per customer per service last month
  • Which customer brings in the most average sales
  • Which customer brings in the least average sales
  • Top 5 customers by revenue
  • For each customer, total revenue and average revenue per month for this year

Invoices

  • List all outstanding invoices
  • All invoices greater than $XX
  • Unpaid invoices above $XX from [customer xyz]
  • List all unpaid invoices more than 90 days
  • List all unpaid invoices from the last 90 days above $XX
  • All invoices with product name
  • Average invoice per customer
  • Average invoice amount per product

Not sure what to ask?

In your chata.ai app, click the “Ask chata.ai” button in the menu in the new query bar. chata.ai will provide you with data query recommendations.

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