Documents
KPIs from your real documents, without a separate BI tool.
Analytics read straight from documents, contacts, bank transactions, and service orders: revenue by month, quarter, and year, open and overdue invoices, cash flow, and activity per contact, without export to a separate reporting tool.
These are the points this feature covers day to day.
The workflow in Jupiter ERP, on this page.
Background, typical workflows, and concrete panel capabilities, more detail than the summary above.
Dashboards read directly from documents, contacts, bank transactions, and service: revenue by month, quarter, and year, open and overdue invoices, order values, cash flow, and activity per contact.
No export to Excel or separate BI tool for standard questions: the data foundation is the same as in the operational panel.
Management sees liquidity and receivables; sales recognizes top customers and dormant relationships; service evaluates job volume, without manual reports at month-end.
The figures come from documents, contacts, bank transactions, and service orders. These standard questions do not need an export into a second BI tool.
Management sees receivables and liquidity from reconciliation. Sales sees active and quiet customers. Service sees job volume.
Accounting profit with cash-basis statement, P&L, BWA, sums and balances, and open items lives in the accounting reports, not on this dashboard.
The main building blocks at a glance, complemented by the longer description above.
Revenue by period, document status, open and overdue invoices, and order values.
Cash flow and matching status across multiple accounts.
Revenue and activity per contact; analytics on service orders, projects, and contracts.
Start for free: write invoices on the Free plan. Choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
