Using Advanced Reports

Reports is an Advanced-plan workspace at /dashboard/reports. It is separate from the home dashboard overview, which stays available on every plan.

What you get

1. Revenue — Net paid revenue by month or quarter, currency breakdown, plus all-time / this-year totals and average deal size. Cancelled invoices are excluded; refunds are subtracted (same rules as the rest of Docora).
2. Client performance — Clients ranked by revenue, with proposals sent, approval rate, and average payment delay (days from invoice sent to paid). Columns are sortable.
3. Proposal funnel — Sent → Approved → Invoiced → Paid with counts, conversion rates, and average time between stages for the selected date range.
4. Payment methods — Donut chart of paid revenue by Stripe, bank transfer, and manual link.

Date range and CSV export

Use the range control (Last 30 / 90 days, This year, All time, or Custom) — it applies to every section on the page. Each section has Export CSV for the underlying rows in that range.

Who can access Reports

Only the Advanced plan. Free, Starter, and Pro see Reports locked in the sidebar and an upgrade prompt on the page. Upgrade from Settings → Subscription or Billing.

For plan limits overall, see Understanding Free, Starter, Pro & Advanced.