analytics in the billing area

Here is a summary of what I have written down for this area. I deliberately didn't want to post everything as a single feature request.

Feature request 1: Display the value of completed work slips

• Description: The software should display the total value of all completed work slips that have not yet been invoiced. This provides a better overview of outstanding revenue.

• Benefit: Improves liquidity planning.

Feature request 2: Display the value of open items

• Description: The software should display the total value of all open items (invoices that have been written but not yet paid).
  

• Benefit: Improves receivables management and liquidity planning.
  

Feature request 3: Sales analysis by service group

• Description: The software should analyze sales according to different service groups (e.g. special cleaning, maintenance cleaning).

• Benefit: Enables a detailed analysis of the sales structure and identification of important sales drivers.
  

Feature request 4: Sales comparison between time periods

• Description: The software should make it possible to compare sales between different time periods (e.g. quarters, years). The comparison should be possible for different categories (total turnover, service groups, property managers, employees).

• Example: Comparison of turnover in the "Special cleaning" area in Q1 2025 with turnover in Q2 2025.

• Benefit: Allows the analysis of sales trends, the identification of seasonal fluctuations and the measurement of the success of measures.
  

Feature request 5: Display of average payment speed

• Description: The software should visualize the average payment speed of customers, e.g. by means of color coding (e.g. color coding).For example, by color coding (green, yellow, red) depending on the duration.

• Benefit: Enables quick identification of customers with late payments and supports the dunning process.

Feature request 6: Display the total amount of selected invoice documents

Description:

The software should offer the option of displaying the total amount of selected invoice documents in the invoice overview.