Use Customer Analytics

What customer analytics shows

Customer analytics turns day-to-day task and invoice activity into a higher-level view. It helps the customer team review how much work is moving, how much has been invoiced, and where payment or delivery attention is needed.

The same page can be viewed at full customer-workspace level or narrowed to the currently selected project.

• Task totals and done vs pending counts
• Raised, sent, paid, and overdue invoice counts
• Task and invoice trend charts
• Monthly summary export

Before you start

• Use a customer workspace with Billing enabled if you want full invoice analytics
• Select a project if you want project-level analytics only
• Expect limited output if there is no task or invoice activity yet

Best way to use this page

1. Start with the full workspace view to understand the overall customer picture.
2. Switch to a specific project if one delivery stream needs a closer review.
3. Use the invoice metric cards to jump into invoice collections such as overdue or sent invoices.
4. Export the monthly summary when finance or delivery stakeholders need a sharable period snapshot.

What the metrics help with

• Reviewing whether work is moving through the expected pace
• Spotting overdue or unpaid invoice risk
• Understanding what has already been invoiced
• Preparing structured customer-side review conversations

Best way to get the strongest outcome

• Keep project selection accurate before drawing conclusions from the numbers
• Use invoice previews from the analytics flow when finance needs quick validation
• Export month summaries only after the billing period is stable
• Combine analytics review with support and task review when something looks off

Explore Curoxi

Browse the core pages that explain how Curoxi works, how pricing is structured, and how to start a workspace.