About Insights and Reports

Upmind provides statistics and metrics that help you monitor and analyse the performance of your business. At present we have a set of core reports with key data; we are developing further tools and reports based on user feedback.

This data includes:

• Accounting data such as invoices raised, credit notes, amount overdue
• Tax information such as sales tax charged
• Transactional information such as money in, money out
• Revenue reports such as monthly run rate
• Business performance metrics such as churn rates, customer lifetime revenue (LTR) and average revenue per user (APRU)

Opening performance data

1. Log in to Upmind.
2. Click Insights and reports on the left pane.

• Upmind opens the Monthly report page.

Selecting a data set

Use the left menu to change the data set that Upmind displays on the screen.

1. Locate the Insights and reports heading.
2. Select a subheading.

Customising table data

Each page in the Insights and reports section displays table data. You can customise the types of columns on display, column order, and column width.

To add or remove table columns:

1. Click the Manage columns icon.
2. Check or uncheck boxes beside each column you want to display.
3. Click Save.

To change the column order:

1. Click the Manage columns icon.
2. Click the Arrange columns menu tab.
3. Drag and drop a column name to a new location
4. Click Save.

To change the column width:

1. Hover the mouse on a column border next to the heading.
2. Drag the column border left or right.

Filtering sales data

Use filters to narrow the data display.

1. Click the sort field.
2. Select a category.

3. Select a condition and value.
4. Click Apply.

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Conditions and value options vary with the category you select in the sort field.

Tracking referrals

Advocates bring new leads and clients to your site. To track referral activity, click Tracked referrals on the left menu.
The page shows all referred clients and orders.

Review stats

Click the Stats link on the left menu. The page displays cash, invoice, and client data. The default time frame is the last 30 days.

To change the time frame:

1. Click the Last 30 days link.
2. Select a new time frame on the right side or highlight a range of days to enter a custom period.
3. Click Apply.

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Upmind applies the new time frame to every metric on the Stats page.

Reviewing MRR data

Click the Monthly run rate link on the left menu. The MRR page shows actual and projected subscription revenue for all currencies.

To change the start date of a period:

1. Click the date link.
2. Select a date on the calendar.
3. Click Select date.

You can modify the chart to show revenue for your home currency.

1. Click the All revenue button in the top right corner of the page.
2. Select your home currency.

• In this example, the home currency is the GBP.