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Updated December 12, 2018

Cloud Accounting

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

Payment Processing

Payments

  • Total payments this year
  • Total payments per month this year
  • Total payments by status
  • Total payments by status per month this year
  • Total succeeded payments per month
  • Total failed payments
  • Total failed payments per month this year
  • Total failed payments by customer
  • How many payments by status per month
  • How many payments over $1000 per month this year
  • Average payments by status

Currency

  • Total payments by currency
  • Total payments by currency per month this year
  • Total payments by status by currency
  • Average payments by currency per month this year
  • Average payments by status per currency
  • How many payments by currency per month
  • How many succeeded payments by currency per month over $2000?

Customers

  • All customers
  • Total payments by customer per quarter this year
  • How many invoices by customer over $2000 per month this year
  • Total payments by customer by currency over $1000
  • How many invoices by customer over $2000 this year
  • Total payments from [customer email address] per month last three months
  • Total payments from [customer email address] per month this year

Products

  • Total sales per product
  • How many sales per product?
  • How many sales per product by currency?
  • Total sales per product per month this year
  • Total disputes by product
  • Total sales by customer per product
  • How many sales per product over $2000

Fees

  • Total fees per month this year
  • Total fees by currency per month
  • Total fees by quarter this year

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