Vision is the command centre of your business. While Core shows only your financial numbers, Vision crosses data from every part of your activity — sales, clients, team, support — to give you a complete, consolidated picture.
The core idea: you should never make an important decision (hiring, launching a product, stopping a service) without first checking the data. Vision makes data accessible to anyone, with no accounting or technical background required.
What You Can See in Vision
- General dashboard — a complete overview of your activity: revenue, new clients, open tickets, training completions
- Pre-built reports — ready-to-use analyses on your sales, your commercial pipeline, and your cash flow forecast
- Custom dashboards — build your own views by selecting the metrics that matter most to you
Guide — Read Your Main Dashboard
- In the left menu, click Vision
- Your main dashboard appears with the key metrics
Understanding what you see:
| Metric | What it means |
|---|---|
| Monthly Revenue | Total billed this month |
| Collection Rate | Percentage of invoices paid vs. sent |
| New Clients | Number of new contacts added this month |
| Open Tickets | Client support requests not yet resolved |
| Pipeline Value | Total estimated value of your open sales opportunities |
Guide — Compare Two Time Periods
- At the top of any dashboard or report, click the date selector
- Click Compare and choose your comparison period (e.g. previous month, same month last year)
- Each metric now shows both the current value and the change as a percentage
A green arrow means improvement. A red arrow means a decline.
Guide — Export a Report
- Open the report you want to export
- Click Export in the top-right corner
- Choose a format: Excel (xlsx), CSV, or PDF
- The file downloads to your computer
Guide — Create a Custom Dashboard
- In Vision, click New Dashboard
- Give it a name (e.g. “My Weekly Review”)
- Click Add Widget and select a metric from the list
- Choose the chart type (number card, bar, line, or pie)
- Arrange and resize widgets by dragging them
- Click Save Dashboard
Your custom dashboard is available every time you open Vision.