Upflow

Build the perfect dashboard to measure the efficiency of your collection and ensure your setup is optimal!

How to customize my Analytics dashboards?

Dacha Kortes

Jean-Malo

Nolwenn Launay

Curious about how your cash collection is doing? We have great news for you: Upflow will show you how efficient your approach is, highlight areas for improvement and help you plan for the future. Come and learn about the analyses you can run on your platform, and adjust your strategy with data-based insights!

Understand your financial metrics

Compare the use of the payment methods you offer your customers and adjust your strategy accordingly!

How are my customers paying me?

What is the at-risk rate? How is it calculated?

At-risk rate

Say goodbye to manual and human error-prone spreadsheets. Use Upflow to view, filter and export reliable and real-time data!

How to filter and export my information?

How does Upflow convert your multi-currency in your platform?

How does Upflow calculate your DSO?

The best way to improve your cash collection

Billing Cohorts

Cash Forecast chart on the analytics tab

Assess your strategy

From your Analytics, follow which type and how many actions your team has sent from Upflow!

Follow performed actions month by month

I can no longer find my paid invoices in the invoice tab. What can I do?

How do I export all my invoices from Upflow?

Spot possible optimisations

70% of companies die in the first 5 years due to lack of cash. Knowing your cash projection is therefore critical.

Understand your financial metrics

How to customize my Analytics dashboards?

Assess your strategy

Spot possible optimisations

Plan ahead