Analytics

Insights

Insights

Analytics

See how the business is doing on one screen.

The problemYou only learn how the business is really doing when the accountant calls or the bank balance looks off.

The resultOne screen shows what you invoiced, what is still unpaid, which services earn most and what each job leaves you.

Book a demo
Example with sample data. Nothing here is real.

What you can do

  • Pick a period (this month, this quarter, year to date, last 12 months or your own dates) and read the figures for it
  • See what you invoiced, what is still outstanding, and how many new customers and bookings you had
  • Follow revenue and cash flow month by month
  • See which services earn the most, and how customers pay: bank transfer, cash, card or TWINT
  • Find the appointments that earn the least, with labour and expenses taken off
  • Download a per-building service report as a PDF, where you manage properties

Who can use it

Owners, Admins, Managers and Accountants can use this.

The figures follow the business selected in the menu, or all businesses together. The appointment profit and loss includes labour costs from wages, and everyone who can open Analytics sees it.

Ask Heyva AI

  • Which services earn the most this year?

  • How much is still unpaid?

  • Which appointments lost money last month?

  • Give me today's briefing

Questions

Which period does it show first?
The current calendar year. Use the date presets or the From and To dates to change it; the whole page follows.
Does it show one business or all of them?
It follows the business selected in the menu. Choose All businesses to see them together.
What is the difference between Invoiced and Outstanding?
Invoiced is what you billed in the period. Outstanding is the part of it that is not paid yet, with the paid amount shown underneath.
What does the cash flow chart count?
Money in is the payments and income you recorded. Money out is your expenses. The net is the result for each month.
Why does a contract visit show a loss?
A visit covered by a service contract has no price of its own, because the contract's recurring fee is invoiced separately. Its labour and expenses are counted against zero revenue, so it shows a loss by design. Judge a contract over the whole contract, not visit by visit.
Can I ask for these figures in chat?
Yes. Ask Heyva AI for revenue, cash flow, bookings, new customers, top services or profit per appointment for any period, for one business or all.
For AI agents

Heyva AI and connected assistants can do this with these tools:

  • heyva_revenue_analytics
  • heyva_cash_flow_analytics
  • heyva_booking_volume
  • heyva_customer_growth
  • heyva_top_services
  • heyva_payments_analytics
  • heyva_appointment_profitability
  • heyva_daily_briefing

About AI agents and MCP

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Last reviewed 31 October 2026