> ## Documentation Index
> Fetch the complete documentation index at: https://docs.filexpress.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Business Intelligence

> Analysis of sales, purchases, accounts receivable and payable, and inventory with a single set of filters and an AI assistant

The **Business intelligence** (BI) module brings together, on a single screen, the analysis of **sales, purchases, accounts receivable and payable, and inventory**. A single set of filters updates all the analyses at once, and the data refreshes as soon as a sale is recorded.

> [!NOTE]
>
> All BI amounts are shown in the company's **base currency**. See [Multi-currency](https://docs.filexpress.app/en/docs/sistema/multi-moneda.md).

## Shared filters

The filter bar is pinned at the top and applies to all tabs.

| Filter | Options |
| - | - |
| **Period** | Today, 7 d, 30 d (default), 90 d, Month, Quarter, Year or Custom (date range). |
| **Compare with** | No comparison, Previous period (default) or Previous year. |
| **Categories**, **Products** | One or several. Products and customers are searched by typing at least 2 letters. |
| **Customers**, **Salespeople** | One or several. |
| **Payment methods**, **Document types** | One or several. |
| **Country**, **State**, **City** | Geographic location, chained. |

Active filters appear as tags that can be removed one by one, and **Clear all** resets them. On small screens, advanced filters open in a bottom panel with the **Filters** button.

Some notices that BI may show:

* **These filters do not apply to this analysis**: a filter that has no effect on that chart is explicitly indicated.
* **With category or product filters, sales are calculated per line and without taxes.**
* **Only X % of sales have a known cost**: the margin and profit may be overstated.

## Tabs

> [card] Sales
>
> **Sales indicators** (net sales, documents, average ticket, taxes, discounts, profit and margin, active and new customers, credit sales, among others), **evolution over time** with automatic granularity, by hour, day, week or month, **breakdown** by category, product, customer, payment method, document type, status, city, salesperson, day of the week or hour, a day-and-hour **heat map** and **ABC analysis** of products (Pareto).

> [card] Purchases
>
> **Purchase indicators** (net purchases, documents, taxes, average purchase, active suppliers and credit purchases) and **purchase breakdown**.

> [card] Accounts receivable and payable
>
> With a selector to switch between **Accounts receivable** and **Accounts payable**: balances to date, overdue amount, aging of balances and top debtors or creditors.

> [card] Inventory
>
> Valuation, out-of-stock products, low-stock and no-movement products, turnover, coverage and **products at risk** with their reason.

> [!TIP]
>
> ABC analysis classifies products into categories A, B and C according to the Pareto principle (80/20) and identifies which products generate 80 % of sales. The heat map shows which days of the week and hours concentrate the most sales, useful for planning shifts and promotions.

## Export and refresh

* **Export** generates the sales report in **PDF** or **Excel** with the selected period and filters.
* The **refresh** button queries the data again.

## BI AI Assistant

The **Assistant** button opens a side panel (full screen on mobile) that works on what you are viewing: it uses the same period and the same filters.

**1. Summarize this view**

Generates a summary with a headline, key points, **risks** (with their severity) and **opportunities**. **Regenerate** recalculates it; if you change the filters, the panel warns that the summary no longer matches.

**2. Choose a suggested question or write your own**

For example: what changed the most compared with the previous period? Which products or customers concentrate sales? Where are the risks in collections or inventory?

**3. Read the answer**

The assistant queries your data in real time (sales, purchases, accounts receivable and payable, inventory, period comparison) and answers with real figures. Below each answer, **Based on** appears with the analyses consulted, and you can copy it.

The line at the bottom of the summary indicates the **data as of** the time of the query, the period and the number of filters applied. Each question counts toward your **daily limit** of questions; the panel shows how many you have left. **Enter** sends, **Shift + Enter** adds a line and **Esc** closes.

> [!WARNING]
>
> The assistant is **read-only**: it does not modify data. If the service is not enabled for your business or you reached the daily limit, the panel says so.


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