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Beagle Software
All topics 35

Numbers & trends

Reporting trends

Spot what's rising and falling

The Trends tab sits alongside Overview and Invoices on the Reports page (Reports → Trends), and is available to organisation Admins and Agents. Where the other tabs show totals for a period, Trends answers a different question: which way are the numbers moving? It highlights your fastest-growing (and fastest-declining) products and customers, and plots twelve months of sales, pipeline, debt and activity so you can see the direction of travel at a glance.

Trending products & customers

Two ranked tables list your top products and customers by revenue in the selected period. Each row shows the current value, the previous period for comparison, and a growth badge: a green ▲ for rising, a red ▼ for falling, and a grey dash for flat. A brand-new product or customer (nothing in the prior period) shows as +100% rather than an unhelpful “infinite” figure. A small sparkline on each row shows the recent month-by-month shape.

Drill into a single product or customer

Click any row in either table to open a detail panel with that product's or customer's monthly revenue chart over the last year. It's the quickest way to check whether a strong month was a one-off or part of a sustained trend. Close the panel by clicking away or the × button.

Trend charts

Four time-series charts cover the headline areas of the business: Sales revenue, Pipeline (open value plus won deals), AR aging (outstanding debt split into current, 1–30, 31–60, 61–90 and 90+ day buckets), and Activity (tasks completed and campaign emails sent, opened and clicked).

Date-range presets

Use the same presets as the rest of Reports — last 30 days, 3 months, 6 months, 12 months, or this year. The chosen range sets the current window, and the growth figures compare it against the previous window of equal length, so “this period vs last” is always like-for-like.

Trends at a glance on the dashboard

Admins and Agents also get a Trends at a glance panel on the main dashboard: compact revenue, pipeline and outstanding-debt cards, each with its own sparkline and growth badge, plus mini lists of the top trending products and customers. Use the View all trends link to jump straight to the full Trends tab.

How the numbers are kept up to date

Trend history is summarised once a night, so figures reflect activity up to the previous day; the current day is included live. When the feature is first switched on the history is back-filled, so a brand-new organisation may see the tables and charts fill in shortly after setup rather than instantly. All figures are scoped to your own organisation only.