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💰 Billing & Invoices

Reports: reading your academy's numbers

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Where

CRM → Reports — set the period at the top; every tab follows it.

The tabs

  • Monthly: issued vs collected revenue for the last 12 months — your growth trend.
  • By course: which courses earn the most.
  • By agent: each agent's subscriptions and revenue — for bonuses and follow-up.
  • Team workload: how many teachers and students each agent and team manages, split trial vs paid.
  • Overdue: parents with outstanding dues, oldest first.
  • Attendance: attendance, absence, and cancellation rates for the period.
📸 Screenshot needed: The Reports page on the Team-workload tab: the agents table (teachers/students/trial/paid) and the teams table under it.

Tip

Review “Overdue” weekly together with the invoices “Ready to send” queue — early follow-up means easier collection.

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