The Invoice Summary & Analysis Report in MediaOS helps you make sense of your invoicing data by combining financial visibility with sales performance insight. From tracking open balances and payment plans to evaluating how each rep is contributing to billed revenue, this tool gives finance and sales teams the power to analyze trends, improve cash flow, and make smarter, data-backed decisions.
Key Benefits of the Report #
The Invoice Summary & Analysis Report is not limited to simply tracking outstanding invoices. It also offers a deeper layer of performance monitoring by allowing you to analyze how your sales representatives are performing in relation to their assigned accounts. You can easily view how individual reps are managing customer relationships, how much revenue they are generating, and how consistently they are closing deals tied to invoicing activity.
This dual functionality—combining financial tracking with sales performance insights—makes the Invoice Summary & Analysis Report an essential tool for both accounting teams and sales leadership.
Using the Report #
When accessing the Invoice Summary & Analysis Report, you’ll find a range of flexible filters that allow you to tailor the data to your exact needs. You can set a specific date range to review invoices from a particular period, helping you track financial activity historically or in real time. If you’re managing customers on installment plans, you can focus your view by filtering based on payment plan status, allowing you to quickly assess how those accounts are performing.
Beyond payments, the report enables you to segment results by salesperson, account, or product, giving you a more detailed look into which team members or offerings are driving invoiced revenue. You can also analyze payment trends, spot recurring delays, and build a stronger understanding of your collection patterns over time. With unlimited customization options available, this report empowers both finance and sales teams to quickly extract the specific insights they need to make informed, strategic decisions.
Tip: For a full walkthrough of how to apply filters, customize your view, and maximize the report’s potential, watch the tutorial video linked below.
