Visualize your agency's performance

Beautiful, real-time charts tracking your revenue, invoices, and project statuses.

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Undesk Team

20 Jan 2027

Watch Analytics in action

Coming soon (2:45)

About This Feature

Undesk Analytics pulls information directly from your Invoices, Projects, and Deals to give you a bird's-eye view of your company's health. It replaces the need to manually export data to spreadsheets by rendering beautiful, real-time charts that let you instantly gauge your monthly revenue and team output.

What You Can Do

View real-time invoice totals (Paid vs. Outstanding).

Track the status distribution of all your active projects.

Monitor your sales pipeline value across different deal stages.

Make data-driven decisions based on live workspace metrics.

Requirements

Charts will only populate if you actively use the Invoices, Deals, and Projects features.

Access to financial analytics is restricted based on user roles.

Requires no setup; charts generate automatically from your information.

Frequently asked questions

Everything you need to know about how this feature works.

The analytics dashboards reflect your workspace in real-time. If an invoice is paid, the chart updates immediately.