Often, you may find yourself overwhelmed with data but lacking actionable insights. While Getyn Invoice offers a variety of built-in reports that cater to most businesses, customization is often necessary based on your specific needs. Getyn Invoice provides reports on your sales, payments received, and more.
But what if you want to dig deeper? Perhaps you need a report on sales to customers in a particular region or an overview of total sales and payments for a specific month. This is where the integration between Getyn Invoice and Getyn Analytics comes into play.
We’re excited to share that we’ve made business reporting as simple as invoicing. Getyn Invoice now integrates with Getyn Analytics, our business intelligence solution, enabling you to transform your raw data into valuable insights.
Create insightful dashboards
You can now design customizable dashboards to easily view key metrics from your Getyn Invoice data at a glance. This feature helps you monitor your business's performance continuously and focus on the metrics that matter most. Build dashboards that reflect your company’s style and needs!
Mash Up Getyn Invoice Data with Getyn CRM
Getyn Analytics seamlessly integrates with Getyn CRM, allowing you to analyze your invoicing data alongside your CRM information and create valuable customer reports. This integration helps you track customer data and interactions, providing insights that can enhance your sales efforts by aligning CRM data with receivables.
Collaborate and Share Insights with Your Team
Once you've created your reports or dashboards, you can adjust permissions to share them with clients and colleagues. Allow your team members to further customize the data by applying filters that meet their specific needs.
Set and Forget
After creating the reports you need, you can schedule them to be delivered directly to your email. Export your reports in PDF, HTML, Excel, CSV, or image formats, and access them from any device at your convenience.
How to Set Up the Integration
Setting up this integration is as straightforward as creating an invoice in Getyn Invoice. Simply select the modules and fields you want to share with Getyn Analytics, choose your preferred data sync frequency, and you're all set.
Creating customizable reports and dashboards has been one of our most requested features, and we’re excited to bring it to you. Try this integration to combine easy invoicing with smart business reporting all in one place. Start generating your own reports and share your experience with us!
