> ## Documentation Index
> Fetch the complete documentation index at: https://docs.watt.ma/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial analytics and KPIs on watt.ma

> Consolidate financial metrics on watt.ma: revenue, collections, margin, settlements, and steering KPIs with filters by site, charger, and period.

Financial analytics consolidates in a single dashboard the indicators that drive a charging operator's business: revenue, collections, refunds, margin, owner share, and settlements. Each metric links to the corresponding detailed report for fine-grained analysis.

## 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

| Metric                     | Description                             | Source                                             |
| -------------------------- | --------------------------------------- | -------------------------------------------------- |
| **Sessions**               | Number of completed sessions            | [Session Tracking](/en/sessions/suivi-sessions)    |
| **kWh delivered**          | Total energy over the period            | OCPP 1.6J meters                                   |
| **Gross charging revenue** | Value generated by sessions             | [Revenue](/en/rapports/revenus)                    |
| **Amount invoiced**        | Total of issued invoices                | [Invoicing](/en/rapports/facturation)              |
| **Amount collected**       | Money actually received                 | [Collections](/en/rapports/encaissements)          |
| **Outstanding balance**    | Invoices issued but unpaid              | [Customer Balances](/en/rapports/soldes-clients)   |
| **Overdue balance**        | Invoices past due and unpaid            | [Customer Balances](/en/rapports/soldes-clients)   |
| **Refunds**                | Amounts returned to customers           | [Refunds](/en/rapports/remboursements-avoirs)      |
| **Credit notes**           | Accounting credits issued               | [Refunds](/en/rapports/remboursements-avoirs)      |
| **Electricity cost**       | Energy acquisition cost                 | [Energy Margin](/en/rapports/marge-energie)        |
| **Gross margin**           | Charging revenue minus electricity cost | [Energy Margin](/en/rapports/marge-energie)        |
| **Payment fees**           | CMI or Stripe commissions if available  | [Collections](/en/rapports/encaissements)          |
| **Owner share**            | Cumulative partner shares               | [Revenue Sharing](/en/rapports/partage-revenus)    |
| **Settlements to pay**     | Amount owed to partners                 | [Settlements](/en/rapports/reglements-partenaires) |
| **Settlements paid**       | Amount already transferred to partners  | [Settlements](/en/rapports/reglements-partenaires) |

## Steering KPIs

<CardGroup cols={2}>
  <Card title="Revenue per kWh" icon="bolt">
    Charging revenue divided by kWh delivered. Measures average tariff effectiveness.
  </Card>

  <Card title="Collection rate" icon="percent">
    Collected over Invoiced. Indicates collection quality.
  </Card>

  <Card title="DSO" icon="clock">
    Days Sales Outstanding. Average delay between invoice issuance and collection.
  </Card>

  <Card title="Refund rate" icon="rotate-left">
    Refunds over Collected. Signals operational quality of sites.
  </Card>

  <Card title="Margin by site" icon="location-dot">
    Gross margin by site. Identifies the most profitable points of delivery.
  </Card>

  <Card title="Average owner share" icon="handshake">
    Weight of partner settlements on total revenue.
  </Card>
</CardGroup>

## 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](/en/sessions/tarifs-groupes))
* 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**

<Note>
  See the [Revenue](/en/rapports/revenus) page for the precise definition of each concept. Mixing them in a management report is the main source of financial interpretation error.
</Note>

## Export

The consolidated dashboard can be exported to CSV or PDF for transmission to the accountant or integration into an ERP. See [Export Data](/en/rapports/exporter-donnees) for column schemas and join identifiers.

## Permissions

| Role     | View | Export |
| -------- | ---- | ------ |
| Admin    | Yes  | Yes    |
| Operator | Yes  | Yes    |
| Reader   | Yes  | No     |

## See also

<CardGroup cols={2}>
  <Card title="Revenue" icon="chart-line" href="/en/rapports/revenus">
    View focused on gross revenue and sharing.
  </Card>

  <Card title="Collections" icon="wallet" href="/en/rapports/encaissements">
    Cash flow tracking and reconciliation.
  </Card>

  <Card title="Energy Margin" icon="bolt" href="/en/rapports/marge-energie">
    Acquisition cost and gross charging margin.
  </Card>

  <Card title="Export" icon="download" href="/en/rapports/exporter-donnees">
    CSV formats and joins for accounting.
  </Card>
</CardGroup>