Analytics & charts 📊

You already have a lot of information in TSync — invoices, payments, leads, stock, purchases. Analytics turns that information into clear charts and simple reports, so you can see how things are going and notice anything that looks off, without exporting anything to a spreadsheet.

Think of it as the place where you ask your business a question — "How is revenue trending?", "Which months were unusual?", "Are we spending more than last quarter?" — and get back a picture you can read in seconds.

No formulas to write, no data-science background needed. You pick what you want to look at, and TSync builds the chart for you.

Your first chart, step by step

  1. Open Analytics from the menu on the left.
  2. Create a dataset. A dataset is just "the slice of data I want to look at" — for example invoices from this year. Choose a source (invoices, payments, leads, stock, purchases…), tick the columns you care about, set a date range, and save.
  3. Click "Run analysis." TSync looks at your data and suggests the analyses that make sense for it (see below) — you don't have to know which one to pick.
  4. Read the chart. Hover for exact values, and click on any bar or point to see the actual documents behind it (more on that just below).
  5. Export it to PDF or CSV when you want to share or keep it.

That's the whole loop. Everything else on this page is about doing more with it.

💡 In a hurry? Skip the dataset-building and start from a template — a ready-made report for a common question. See Ready-made reports further down.

What would you like to do?

Pick a date column and a number (revenue, payments, stock movements…) and TSync draws a time-series chart — a line that shows the value rising and falling across days, weeks or months. It's the fastest way to answer "are we going up or down?"

Need to watch two things at once — say revenue and number of invoices on the same chart? Analytics can show a dual-axis chart, with one measure on the left and the other on the right, so you can see how they move together.

🔍 Spot unusual numbers (outliers) automatically

Sometimes one value just doesn't fit — a suspiciously large invoice, a sudden drop in leads, an odd spike in expenses. TSync can find these unusual values for you and highlight them, instead of you scanning long lists by hand.

You can even turn on an automatic nightly check. If something out of the ordinary shows up overnight, you'll see a warning on your dashboard and in the Analytics anomaly list the next morning — with a direct link to the records that caused it, so you can look into it straight away.

(In plainer terms: "anomaly detection" simply means "point out the numbers that look unusual compared to the rest." It's a flag for your attention, not a verdict.)

⚖️ Compare two periods

Want to know how this month stacks up against last month, or this quarter against the same quarter a year ago? Use Compare periods.

Pick a "before" and an "after" — there are ready presets for month-over-month, year-over-year and quarter-over-quarter, or choose your own dates. TSync shows both side by side and tells you the change in plain words, for example: "Revenue increased 12.3% (48,200 vs. 42,900) compared to last month."

🧮 See totals you can actually trust (currency-safe)

If your invoices are in several currencies, simply adding the numbers together gives a meaningless total. TSync won't quietly do that. When a total would mix currencies, it stops and offers you safe choices instead:

  • show one total per currency, or
  • convert everything to a single currency (using the official exchange rate) and total that.

The same care applies to mixing units (you can't add kilograms to hours). The result: the totals you see are honest. If a value couldn't be converted — say a rate for that day isn't available — TSync tells you rather than hiding it.

🔗 Click a chart to see the real documents behind it

This is the part people love. Any point on a chart is a doorway back to your data. See an unusually tall bar in a histogram of invoice totals? Click it, and TSync shows you exactly which invoices fall in that range. Click an invoice, and you land on that invoice in TSync.

It works across chart types — bars, scatter points, time-series, highlighted outliers — so you're never looking at a number you can't trace back to its source.

🔭 Look ahead (carefully)

Analytics includes tools that study your past numbers — how they trend, whether they swing around, whether there's a weekly or seasonal rhythm — to help you think about what might come next. For example, a revenue line can be extended forward as a rough projection, shown with a "likely range" band around it rather than a single hard number.

Please read these as exploratory, "what-if" estimates, not promises. They are there to support your judgement, never to replace it, and they always show the range of uncertainty so you know how much to lean on them.

You may see a few of these described with technical-sounding names. Here's what they actually do for you, in plain terms:

  • Forecasting — extends a trend forward as a best-guess projection, with a likely range.
  • Risk / "Monte Carlo" simulation — runs many "what-if" rounds with the ups and downs your data has shown, then tells you things like "in most cases the result lands between X and Y". Useful for cash-flow or stock-risk questions.
  • Grouping / segmentation — sorts records into natural groups (for example, customers that behave similarly) so patterns are easier to see.

📤 Export and share

Any chart or report can be exported to PDF (nicely laid out with your company logo and colours) or to CSV if you'd rather take the raw numbers into a spreadsheet. Great for board packs, supplier reviews, or just keeping a record.

💾 Save an analysis to reuse later

Built something useful and want it back with one click? Save the analysis (it remembers the dataset, the analysis you ran and its settings) and find it again under Analytics → Saved analyses. From there you can re-run it on the latest data, or delete it. Your saved analyses are private to you.

Need to show a chart to a colleague — or someone outside TSync — without giving them a login? Create a share link. TSync gives you a private web address that opens just that one result, read-only, with no access to anything else. You choose how long it stays valid (it expires automatically), and you can revoke any link at any time from Analytics → Shared links (where you also see how many times each one was opened).

Ready-made reports

Don't want to build anything from scratch? Open Analytics → Templates for a set of one-click reports answering common business questions. Each one already knows which data to use and which chart to draw — you just run it. Examples:

  • Revenue trend — your sales over time, with a forward projection.
  • Payment behaviour — how long customers typically take to pay.
  • Lead pipeline health — where your leads sit in the funnel.
  • Expense breakdown — where the money goes, by category.
  • Customer concentration — how much of your revenue comes from your top few customers (the classic "80/20" view).
  • Cash-flow outlook — a "likely range" view of money in vs. money out.

Get told automatically

You don't have to keep checking. Analytics can notify you when something matters:

  • Alert rules — set a condition like "revenue drops below this amount" or "this expense category jumps more than 20% versus last month", and TSync alerts the right people when it happens. A built-in cooldown keeps it from nagging you repeatedly about the same thing.
  • Weekly digest — a tidy summary email (with an optional PDF) that lands in your inbox on the day and time you choose, covering your key numbers this week vs. last, anything unusual that was spotted, and your pinned charts.

Supply-chain insights (if you run stock & purchasing)

When the Warehouse and Purchases modules are in use, Analytics adds a few purchasing-focused views:

  • Supplier scorecards — each supplier gets a simple 0–100 score based on things like on-time delivery, quality, and price stability, so weak links stand out.
  • What to stock closely vs. loosely — items are sorted by how much value and how much demand-variability they carry, which points you toward a sensible reorder approach for each.
  • How much to reorder — a suggested order quantity and reorder point per item, based on your real consumption.
  • Delivery-time trends — whether a supplier's lead times are improving, steady, or slipping.

For administrators — settings & the optional engine

Open Analytics → Settings (admin only). Everything here is optional — the everyday charts work out of the box — but this is where you tune the module and, if you want them, switch on the advanced views.

The Python engine is an optional, separate service. The heavier calculations (forecasting, anomaly detection, Monte Carlo risk, regression, distribution fitting, clustering) can be handed off to a small Python engine that runs on its own, outside TSync — it is never bundled into TSync itself. Setting it up is your administrator's choice:

  • Engine URL — the web address where the Python engine is running (for example http://localhost:8501). Leave it blank and the status simply reads "Not configured" — that is normal, not an error. TSync just uses its built-in PHP calculations for the everyday work and quietly hides the advanced views until an engine is set up.
  • Engine Token — an optional access key, if your engine requires one for authentication.
  • Engine health — once a URL is set, TSync shows whether the engine is Online, Offline, Error or Not configured, with response time and version. There's a separate Engine Monitor page for a live view.

How each dataset gets its numbers (connection mode). When you build a dataset you pick how its analyses are computed:

  • PHP native — built into TSync, always available, no setup. Covers the everyday statistics (descriptive figures, correlation, distribution).
  • External Python engine — sends the heavy work to the Python service above, unlocking forecasting, anomaly detection, Monte Carlo and the rest. (In some places this is also labelled http engine / python engine — they mean the same external service.)

If a dataset asks for the engine but none is configured or reachable, TSync says so plainly and falls back to what it can do in PHP, rather than erroring out.

Other settings on the same page:

  • Auto anomaly scan — turn the automatic nightly outlier check on or off, and set how strict it is (how far from normal a value must be before it's flagged).
  • Default forecast horizon — how many days ahead forecasts look by default.
  • Max dataset rows — a safety cap on how much data a single dataset pulls in.
  • Weekly digest — switch the summary email on, and choose the day and the recipients.

Good to know

  • TSync suggests the right analysis. Open a dataset and it recommends the analyses that fit your data, and even the chart type — so you're not guessing.
  • It refuses to mislead you. Unsafe totals (mixed currencies or units) are blocked with a clear explanation and a safe alternative, not silently fudged.
  • Some advanced views are optional. Forecasting, outlier detection and risk simulations rely on an extra calculation service your administrator may set up. The everyday essentials — charts, trends, comparisons and basic statistics — always work without it. If an advanced view is unavailable, TSync says so plainly instead of erroring out.
  • Empty screen? That usually just means there's no data for that slice yet, not that something is broken. As you work in TSync, the charts fill in.
  • Available in your language — like the rest of TSync, in English, Romanian and Russian.

Where to go next