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Business Financials & Reports

2 March 2026 jiffytrade Reports (Pro Plans)

The Business Financials dashboard transforms your Quotes, Invoices and Letters into live business insight.

Navigate to:

My Business → Business Finances

This page provides interactive summaries, visual trend analysis, tax reporting tools, and performance breakdowns — all driven directly from your document data.

💎 Availability (Free vs Pro)

The Financials dashboard is one of the primary benefits of upgrading.

🆓 Free Version

Reports are available in limited mode, restricted to:

The most recent month of data
Limited historical trend visibility

This provides a snapshot of current performance.

🚀 Pro & Higher Plans

Paid plans unlock:

Full historical data access
Custom date range selection
Multi-year trend analysis
Full KPI breakdowns
Advanced visual charts
CSV and PDF exports
Deep drill-down filtering

With full access, Reports becomes a strategic business tool — not just a summary screen.

📅 Date Range & Report Controls

At the top of the page you can configure your reporting view.

🗓 Date Range Picker

Select:

From
To

All charts, KPIs, exports and summaries update based on this range.

💰 Accounting Basis

Choose how figures are calculated:

Accrual (Invoice Date)

Revenue is recognised based on the invoice issue date.

Cash Basis

Revenue is recognised only when invoices are marked as paid.

This is particularly useful for:

Tax submissions
Accountant exports
Cash flow monitoring

✅ Paid Invoices Only

Filters the report to include only paid invoices.

Ideal for:

Revenue-only reporting
Profitability reviews
Financial reconciliations

📄 Summary & Export Tools

🔎 View Summary

Generates a simplified tax-style summary for the selected date range and filters.

📥 Export Options

CSV Export – for spreadsheets or accounting software
PDF Export – formatted for sharing or filing

Exports respect:

Date range
Basis selection
Paid filter state

📈 KPI Overview (At-a-Glance Stats)

The top summary cards provide instant business indicators:

Quote → Invoice Conversion Rate
Overdue (>30 days) total
At Risk Invoices
Largest Unpaid Invoice

Where applicable:

Invoice references link directly to the File Archive
Customer names link directly to customer records

📊 Interactive Charts & Visualisations

All charts update dynamically based on filters.

Many elements are clickable and drill into filtered views.

📉 Invoice Position (Net = Paid – Unpaid)

Displays your financial position trend over time.

Helps identify:

Cash flow movement
Sudden unpaid spikes
Stability or volatility

🟡 Paid vs Unpaid Ratio (Days Overdue)

Donut chart breakdown:

Paid
Unpaid (0–14 days)
Unpaid (15–30 days)
Unpaid (31+ days)

Clicking a segment automatically opens the File Archive filtered to that status.

This allows instant follow-up.

📈 Average Invoice Value (Monthly)

Displays:

Average invoice value
Paid vs Unpaid comparison
Monthly performance trends

Useful for spotting:

Pricing growth
Revenue spikes
Seasonal patterns

📊 Document Mix Over Time

Shows monthly totals of:

Invoices
Quotes
Letters

Helps visualise:

Operational growth
Pipeline health
Conversion activity

🔥 Busy Months Heatmap (Last 24 Months)

A visual grid showing document activity by month.

Darker months indicate higher activity.

This makes it easy to identify:

Seasonal demand
Growth over time
Operational peaks

⚠ At Risk Invoices

Displays invoices unpaid beyond a defined threshold.

Includes:

Direct invoice link
Customer reference
Amount
Days overdue

Designed to help you prioritise collections.

🏆 Top Customers by Paid Revenue

Ranks customers by total paid revenue within the selected period.

Customer names link directly to their record.

Helps identify:

High-value clients
Retention opportunities
Revenue concentration risk

🖨 Print-Ready View

A print button in the top-right corner generates a clean printable layout of the dashboard/report.