Analytics

The Analytics page brings together sales, conversion, and product data for your selected time period in a single view. It lets you monitor commercial performance and export raw data as a CSV file.

How to access

• Menu: Analytics (bar chart icon in the sidebar)
• Address: /analytics
• Who can use it: Administrator — users with the User role are automatically redirected to the Dashboard and cannot access this section.

Interface

The page is made up of six main areas arranged vertically.

Period selector

A filter panel with horizontal scroll lets you choose the analysis period. Four options are available:

• Last 30 days — rolling window of the past 30 days.
• Last 90 days — rolling window of the past 90 days.
• Last year — rolling window of the past 365 days (selected by default on open).
• Custom — two date fields (From / To) for a free-range interval.

The active button is highlighted with a coloured background. Editing the date fields manually switches the preset to "Custom" automatically.

The Export CSV button is located in the same row as the selector; a loading indicator appears during export.

Key performance indicators (5 KPIs)

A grid of cards (2 columns on mobile, 3 on tablet, 5 on desktop) shows the following metrics calculated for the selected period:

Indicator	Description
Quotes created	Total number of quotes opened in the period.
Approved revenue	Sum in EUR of quotes in Approved status.
Average margin	Average margin percentage across quotes that have a calculated margin. Shows — when not available.
Total area (m²)	Sum of m² of product included in quotes for the period.
Conversion rate	Percentage of quotes that reached Approved status relative to the total.

During loading each card shows an animated placeholder.

Conversion funnel

A table with four columns describes the distribution of quotes by status:

• Status — coloured badge: Draft, Sent, Approved, Rejected.
• Count — number of quotes in that status for the period.
• Distribution — proportional visual bar (width relative to the maximum across statuses).
• Avg. days — average number of days from creation to reaching that status; — if not calculable.

Monthly revenue trend (bar chart)

A vertical bar chart shows approved revenue month by month across the selected range. Hovering over a bar shows a tooltip with the month, amount, and number of quotes. On small screens the chart scrolls horizontally.

Quotes awaiting response (aging)

This section flags quotes in Sent status that have not received a response after a given number of days. It is not affected by the period selector; it always reflects the current situation.

Quotes are split into three buckets:

• Over 7 days — quotes sent more than 7 days ago with no reply.
• Over 14 days — quotes sent more than 14 days ago with no reply.
• Over 30 days — quotes sent more than 30 days ago with no reply (red background, highest urgency).

Each bucket includes a table with: quote number, title, client name, total amount, days elapsed, and an Open button that links directly to the quote.

If all quotes have been closed or are recent, a green confirmation message is shown.

Most-used products (catalogue stats)

Two side-by-side tables (one column on mobile, two on desktop) show which products/profiles appear most often in approved quotes for the selected period:

• By revenue — products sorted by total revenue generated. Columns: product, revenue, quantity, average unit price.
• By frequency — products sorted by number of appearances. Columns: product, quantity, revenue.

The number of quotes scanned is shown in the section header. The Open button (where available) links to the profile page in Inventory.

Operations

Changing the analysis period

1. Click one of the presets (30 days, 90 days, Last year) or Custom.
2. If you chose Custom, set the dates in the From and To fields.
3. KPIs, the funnel, the monthly chart, and catalogue stats update automatically. The aging section does not change (it always uses the current date).

Exporting data as CSV

1. Select the period of interest using the selector.
2. Click the Export CSV button at the top right of the filter panel.
3. Wait for the operation to complete (the button shows a loading icon).
4. The browser automatically downloads a file named analytics-<start_date>-<end_date>.csv with data for the selected period.

Opening a quote awaiting a response

1. Find the quote in the Quotes awaiting response section.
2. Click Open in the corresponding row.
3. The system opens the quote directly.

Opening a product profile from the catalogue list

1. Find the product in the By revenue or By frequency tables.
2. Click Open in the corresponding row (only available if the profile still exists in inventory).
3. The system opens the profile page in the Inventory section.

States and messages

Message	Cause
Animated placeholder in KPI cards	Data is loading.
— in a KPI	Value not calculable (e.g. no quotes with a margin in the period).
Red error message at the top of the page	Network error fetching data; try changing the period or reload the page.
Empty funnel table	No quotes in the selected period.
Empty monthly chart	No months with revenue in the selected period.
Green message in aging section	No quotes awaiting a response for more than 7 days.
Empty catalogue section	No approved quotes in the selected period.

Notes and limits

• The Analytics section is visible to Administrators only. Users are redirected to the Dashboard.
• The monthly chart and catalogue stats update when the period changes; the aging section always reflects the situation at the time the page was opened.
• The CSV export covers only the selected period; aging data cannot be exported separately from this page.
• All currencies are expressed in EUR.
• Margins are shown only when calculated at the time the quote was created; quotes without a margin calculation do not contribute to the average.