Analytics dashboard

The analytics dashboard gives you a financial overview of your business across a selected year. Go to Reports → Analytics.

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What you see

The dashboard shows six charts and a summary section, all based on your confirmed income and expenses for the year.

Summary cards

At the top, four cards show the year-to-date totals:

• Total revenue (excluding VAT)
• Total expenses (excluding claimable input VAT)
• Net profit
• VAT earned (output VAT minus input VAT you can claim)

These are the numbers that matter for understanding business health. Revenue and expenses are shown excluding VAT because VAT is not your money — it is a tax you collect and pass on to TRA.

Chart 1 — Monthly profit

A bar chart showing your net profit (revenue minus expenses) for each month of the year. Positive months are green, negative months are red. Use this to spot seasonal patterns or unexpected dips.

Chart 2 — Income vs expenses

A grouped bar chart comparing monthly revenue and expenses side by side. This shows whether your spending is in line with your income each month.

Chart 3 — Revenue breakdown by source

A bar chart of monthly revenue split by source: EFD receipts, invoices, and manual income entries. Use this to see which income stream is growing.

Chart 4 — Top suppliers by spend

A horizontal bar showing your top 10 suppliers by total spend for the year. Useful for identifying where your biggest costs come from.

Chart 5 — VAT summary

Monthly output VAT (from your sales) vs input VAT (from your purchases). The difference is what you owe to TRA each month.

Chart 6 — Cumulative performance

A line chart showing cumulative income, expenses, and profit over the year, plus a cumulative profit margin. This is the most useful chart for answering: is the business growing, staying flat, or declining?

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Year selector

Use the year dropdown in the top right to view a different year. The dashboard recalculates all charts and summary cards for the selected year.

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What counts as income

Income includes:

• Paid and EFD-issued tax invoices (using the payment date)
• EFD income entries created manually
• Historical income imported from before Amaniq

Revenue is recorded at the VAT-exclusive amount. If you issued a TZS 118,000 invoice (TZS 100,000 + TZS 18,000 VAT), your revenue is TZS 100,000.

Foreign-currency invoices (USD, EUR) are converted to TZS using the exchange rate you entered when marking the invoice as paid.

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What counts as expenses

Expenses include:

• EFD receipts and supplier invoices
• Payroll (salary and statutory costs)
• Manual expense entries

For VAT-registered expenses with claimable input VAT, only the VAT-exclusive amount is counted as an expense. The claimable VAT portion is tracked separately in the VAT summary.

Flagged receipts (marked as duplicates or excluded) are not counted.