Skip to main content
Revenue billed and payments collected for the period, side by side — one bar chart, with drill-down detail behind each bar.

​
Chart

Each month shows two bars: Sales (billed revenue for that month) and Payment (amount actually collected in that month). Reading them side by side across a date range makes it easy to spot months where billing outpaced collections, or vice versa.
Monthly Sales and Payments chart

Sales vs. Payment, by month

​
Drilling into a bar

Clicking either bar for a given month opens a Details panel below the chart, with the underlying bill-level records for that month.
  • Clicking a Sales bar filters the Details panel to Report Type: Term.
  • Clicking a Payment bar filters the Details panel to Report Type: Payment.
The Details panel also has its own filters — Invoices, Start Date, End Date, Report Type, and a free-text Search — so you can re-run it for a different month or narrow it down further without going back to the chart.
Monthly Sales and Payments — Payment detail

Details panel filtered to Report Type: Payment

Monthly Sales and Payments — Term detail

Details panel filtered to Report Type: Term

The Details table columns: A Totals row at the bottom sums Sale, Bill Amount, Payment, and Total Balance across every record matching the current filters — not just the 10 shown on the current page.

​
Exporting

Export CSV downloads the full filtered result set (all pages, not just the visible 10 rows) as a spreadsheet with the same columns as the Details table.
Monthly Sales and Payments CSV export

CSV export of the Details table