See how your business is performing at all times

Whether you want to stay on the surface or immerse yourself in the details of your numbers, Holded Analytics offers traceability at every level.

business performing

Holded Analytics is:

Immediate

Holded's reports are automatic and require no setup whatsoever

Automated

Holded automatically reflects any action you take in your reports

Beautiful

Holded's reports use state-of-the-art graphs that are easy to understand

Exportable

Export any report whenever you want with a single click

Intuitive

Holded analytics represent your data in an easy to understand way

Trustworthy

You'll always know where the numbers in the reports are coming from

You don't need to be an expert to understand your finances

understand your finances

 

Every time you send an invoice, Holded will automatically create a new entry and add its data to your reports. This way, you're able to take a single glance at your Profit & Loss report (or any other) and understand how your finances are evolving in real-time.


Beautiful Analytics
A report that's hard to understand is not very useful, now is it? Everything is crystal clear here. Holded is beautiful and ease to read.

Analyzing every aspect of your business

analyze every aspect of your business

 

Any action that you take within Holded can be analyzed. Our analytics is a powerful tool that generates reports using  the data your enter into the system.

Holded Analytics is divided into 3 different levels:

Board, Goals and Reports

Your most important data at a single glance in the Boards

the most important data in the boards

 

Here's where you can find an overview of your sales and expenses. The Boards section can be personalized to each user's liking as it is designed for them to quickly see the data that they're most interested in.

Need more than one board? You can create as many as you need and modify them however you want.

 

The following Boards are created by default:

✓ Dashboard
✓ Sales
✓ Projects
✓ Purchases
✓ Team
✓ Backend
✓ Social Media
✓ Data

Stay on top of every step towards your objectives

goals overview

 

As the name implies, this section has been designed for you to stay on top of your goals. You can look at the evolution throughout the year and assign objectives by account or type (anuual or monthly).

Your reports are organized in 5 different categories:

Sales

Finance

Inventory

Contacts

Purchases

Customize your reports

You can take personalization even further using filters and tags

Find any information you need with a single click

Apply filters to find the information you're looking for. Thanks to this feature, it's very easy to find a report from a specific date, for example.

Streamline your reports

Tags will allow you to mark and organize your reports by product, customer, service, etc., so that you can identify them in seconds. You can associate tags with reports, contacts, suppliers, banks, or any other element stored within Holded.

Make your accountant's job easier

Export your invoices

 

Holded will never replace your accountant, but it can make their job a lot easier. Whenever you need, just export the list of issued invoices to Excel or PDF and send it.

It is an instant process and can be done at any time with any report. You just have to click on the button that's in the upper right corner and you're done.

Analyze your sales and products

analyze sales and products

 

You'll find different options inside the Sales section, one of them is being able to see your sales as a whole or by purchase. These reports are generated automatically when Holded cross-checks revenue and customer information. This way, you can tell who is your best client and give them a discount, for example.

Another possibility would be to study which products are selling well and plan a marketing strategy around them.

More than just finace

Reports allow you to study every aspect of your business, not just your finance.

Projects

Analyze the performance of your employees by studying the evolution of the different projects and tasks they completed.

CRM

On the CRM report, you can see the performance of your sales team. It is based on the number of activities they've organized and the deals that have been won and lost.

Team

This is where you'll have access to the time tracking reports and be able to export them if you ever need to do so. You can also see the daily clock-in of each employee.

FAQs

Try Holded completely free and without limits for 14 days

You can do many things with Holded, but you don't have to know everything from the start.

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