All Collections
Analytics
Everything you need to know to analyze your business information.
Analytics, why use this section?With Holded you can analyse the past of your business, understand the present and anticipate possible scenarios.
How the activity log worksKeep track of the actions performed on your Holded account.
What can you do in the Analytics section?
Financial plan: what is it?Define financial goals based on your income and expense accounts, and project cash flow objectives based on these goals
Financial plan: how it works?Set, create and manage your financial goals
Financial plan: configurationConfigure how Holded creates Cashflow goals automatically
Financial plan: creating goals and scenariosManage your goals and create what-if scenarios in your treasury plan
Financial plan: GoalsFollow the evolution of your company in real time, project goals and analyze them in different scenarios
Financial plan: CashflowAnalyze your cashflow and maximize your liquidity
Consult the Sales reportAnalyze where your business is with respect to your sales
Check the Income reportAnalyze where your business is with respect to your income.
Consult the Book of Invoices issuedYour record of invoices issued
Consult the Budget reportAnalyze what stage your business is in with respect to your budgets
Consult the Proformas reportAnalyze your business regarding your Proformas
View the Sales Orders reportMake the point of the situation of your sales orders
Consult the Purchasing reportAnalyse where your business stands with respect to your purchases.
View the Expenditure reportAnalyse where your business stands with respect to your expenses.
Consult the Assets reportAnalyse where your business stands with respect to your assets.
Consult the Invoice Receipt BookYour record of invoices received.
View the Purchase Orders reportAnalyse where your business stands with respect to your purchase orders.