10. All Features Highlights
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      1. CommBilling
      2. CommBilling For Shopify
      3. 10. All Features Highlights

      Dashboard and Reporting Feature

      CommBilling’s Dashboard and Reporting tools provide real-time insights into your business operations

      These features are designed to give you a clear overview of key metrics, streamline your processes, and help you make informed decisions.

      Here’s an overview of the capabilities included:

      Let’s Get Started

      For new users, the Let’s Get Started section outlines three simple steps to begin using CommBilling:

      1. Fill Out General Settings

        • Add your company details, VAT information, and other required fields.

      2. Customize Documents

        • Personalize invoice templates to match your branding.

      3. Sync Orders

        • Connect your Shopify store and synchronize your orders seamlessly.

      Date Filter

      Use the Date Filter to narrow down data to specific time frames. Choose daily, weekly, monthly, or custom ranges to better understand your business performance and make data-driven decisions.

      Metrics Overview

      The dashboard metrics give you a snapshot of critical business data at a glance. These metrics include:

      1. Pending Orders

        • View the total number of orders awaiting processing, ensuring no orders are missed.

      2. Pending Refunds

        • Monitor refunds that are pending resolution to stay on top of customer service.

      3. Total Sent

        • Track the total number of emails sent to customers.

      4. Total Downloads

        • Review the number of documents downloaded, such as invoices and credit notes, for record-keeping.

      Graphical Reporting Tools

      For more detailed analysis, the dashboard provides graphical tools to visualize trends and performance metrics. These graphs allow you to review:

      1. Orders

        • Analyze the volume of orders received over specific time periods.

      2. Invoices

        • Track trends in invoice generation and identify peak business times.

      3. Refunds

        • Visualize refund patterns to assess their impact on financial performance.

      4. Credit Notes

        • Understand credit note issuance frequency.

      Activity Log and Email History

      Activity Log

      The Activity Log provides a detailed record of all system actions and user activities, such as:

      • Invoice or credit note generation.
      • Updates to customer or company details.
      • Errors or system notifications.

      This log helps you audit and track system changes for accountability and transparency.

      Email History

      The Email History section tracks all emails sent from CommBilling, including:

      • Invoices.
      • Payment reminders.
      • Custom notifications.

      You can review delivery statuses to ensure successful communication with your customers and quickly identify any issues with undelivered emails.

      FAQ Section

      The FAQ Section addresses common questions about CommBilling in general.

       

       

       

       

       

      The CommBilling dashboard offers a complete suite of tools for tracking your business metrics, visualizing trends, and managing activities effectively. By utilizing the dashboard’s metrics, graphical reporting tools, and detailed activity and email logs, you can streamline your billing operations and focus on growth.