Overview
Unlike individual reports (revenue, collections, balances), financial analytics offers a cross-functional view over a given period. It is designed for finance teams, investors, and monthly steering reports.Available metrics
Steering KPIs
Revenue per kWh
Charging revenue divided by kWh delivered. Measures average tariff effectiveness.
Collection rate
Collected over Invoiced. Indicates collection quality.
DSO
Days Sales Outstanding. Average delay between invoice issuance and collection.
Refund rate
Refunds over Collected. Signals operational quality of sites.
Margin by site
Gross margin by site. Identifies the most profitable points of delivery.
Average owner share
Weight of partner settlements on total revenue.
Filters
The dashboard supports the following combinable filters:- Period (day, week, month, year, custom range)
- Organization
- Billing account
- Site
- Charger
- Payment method (CMI QR, wire transfer, Stripe)
- Customer group (see Group Tariffs)
- Invoice status
Distinguishing financial concepts
Financial analytics displays side by side figures that must not be confused:- Invoiced revenue ≠ Collected revenue ≠ Revenue to settle ≠ Operator margin
See the Revenue page for the precise definition of each concept. Mixing them in a management report is the main source of financial interpretation error.
Export
The consolidated dashboard can be exported to CSV or PDF for transmission to the accountant or integration into an ERP. See Export Data for column schemas and join identifiers.Permissions
See also
Revenue
View focused on gross revenue and sharing.
Collections
Cash flow tracking and reconciliation.
Energy Margin
Acquisition cost and gross charging margin.
Export
CSV formats and joins for accounting.