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What do the office's Statistics show?
What each Statistics tab shows, for which period, and who can see them.
Analysis → Statistics shows the office's figures for a year or for a period (From – To).
| Tab | What it shows |
|---|---|
| Overview | Receivable and payable from the agreed fees of the period's projects (awarded within it) and how much has come in or gone out for those projects — not the money received during the period; the net cash to date and the expected result; the money month by month, projects by status, service and expense categories; and the age of balances as of today: 0–30 · 31–60 · 61–90 · over 90 days, the largest customer balances and what you owe partners |
| Projects | How projects are being closed, and where they wait: the period's waits, what is waiting now and who for |
| Customers and partners | Receivable and payable by customer and partner, new customers; and the customer portal: how many customers have access, how many signed in during the period and how many messages they wrote (numbers only, never what they say) |
| Offers | How many went out, how many were accepted or rejected and in how many days, which have waited over 30 days, how many accepted ones became projects, by service; by the same rules as the offers list (amounts only for whoever sees money) |
| Communication | The office's ErgoMail (incoming, outgoing, first reply in working hours, unanswered for more than 48 hours; the office's box only, never personal ones, and only for whoever can read it), video calls and recordings, and the rooms with their messages and shared files |
| Team activity | What each person did and how long it took (when the office has a team) |
| Locations | Where the projects are: the map and beside it the list of locations |
| Usage | What the office uses of its plan: ErgoCloud space, files, members and seats, the period's credits and what is left, by function and by month (by member only for whoever manages the subscription), the AI agents by connection; below it ErgoCloud's file summary (for whoever can reach ErgoCloud). Numbers only, never the content |
Statistics measure the projects: profits and the Project contribution are without VAT and do not take off the office's expenses or the time off projects; payments in and out are the till's amounts, with VAT. The office's own net is under Finances › Overview (The office's finances).
Team workload, time and labour cost are under Team. The website's statistics are in ErgoWeb. The amounts are what you recorded — fees and payments — not accounts.
Statistics are open to whoever has their permission:
| Permission | Office Owner | Office administrator | Project manager | Technical staff | Secretariat | Accounting | Website manager |
|---|---|---|---|---|---|---|---|
| Reach the statistics | yes | yes | yes | no | no | yes | no |
The amounts — the Overview, and the receivable and payable figures under Customers and partners — only to whoever can see amounts; everyone else sees the tabs without them:
| Permission | Office Owner | Office administrator | Project manager | Technical staff | Secretariat | Accounting | Website manager |
|---|---|---|---|---|---|---|---|
| See the amounts of money on projects and work items | yes | yes | yes | no | no | yes | no |
