Knowing where you stand financially at any point in the month usually means digging through invoices, deals, and quotations separately. Ask Focus AI instead and it gives you the full picture in one overview: what came in, what's still outstanding, and how it compares to the month before. This article shows you how to check your revenue.
Get a revenue overview
Open Focus AI and ask for a summary of your revenue. You can ask for an overview of the current month, a specific period, or a comparison between periods.
Prompt examples:
- "Give me a revenue overview for this month."
- "How does this month compare to last month in terms of invoicing?"
- "What's still outstanding or overdue right now?"
- "Compare the average value of quotations I won versus quotations I lost this year."
- "Are my deals concentrated in too few customers? Do I have enough new customers coming in?"
What the revenue overview includes
If you ask Focus AI for a revenue overview, it gives you a summary of what was invoiced versus what was paid, what's overdue, and which open items are the largest. It leads with the most important number. E.g. "you invoiced 12% more than last month, but €18K is more than 30 days overdue"; this way you always know where to focus.
Here is an example of what it looks like when you ask Focus AI how this month compares to last month, and how it replies. Focus AI will also suggest some follow-up actions:
Shortcut: use the Money this month Teamleader Skill
The Money this month Teamleader Skill is built exactly for getting a revenue overview. It shows you what came in, what's outstanding, what's stuck, and how it compares to last month.
Find it under Focus AI > Skills > /money-this-month. Click Use skill to start, or type /money-this-month in any Focus AI chat.