Lightpilot - Business activity dashboard

Lightpilot brings together your key performance indicators on a single screen so you can make the right decisions without exports or external tools. Open the page and you know where you stand.

Key indicators (KPIs)

• Invoiced revenue, with comparison to the equivalent window in the previous year and the full N-1 revenue shown in the tooltip
• Proposals pipeline, orders in progress, customer receivables
• Transformation rate and conversion rate with configurable thresholds

Charts

• 12-month rolling revenue evolution (invoiced, received, N-1, 3-month projection)
• Commercial funnel (proposals → orders → invoices)
• Cash flow evolution with inflows, outflows and balance per account (if the Bank module is active)

Break-even threshold

Define your monthly break-even amount (excl. tax) effective from a given date. When you hire or your fixed costs change, add a new segment: the threshold is plotted as a step line on the revenue evolution chart.

Tracking tables

• Receivables aging
• Top customers, top products, top services
• Proposals to follow up, late invoices, orders to process
• Sales by product and service category

Advanced analytics

• Revenue forecasts (proposals weighted by historical transformation rate, orders weighted at 95%)
• 3-year seasonality
• DSO (Days Sales Outstanding), average basket
• Statistics by sales rep, category, region and department
• Inactive customer detection, GDPR alerts, attrition and retention indicators

Other features

• Filter by month, quarter, calendar year, current fiscal year, N-1 or N-2
• PDF export of the dashboard
• Ability to set Lightpilot as the login landing page

Requirements

• Dolibarr 18.0 or higher, PHP 7.4 or higher
• Recommended modules: Proposals, Orders, Invoices, Bank (for cash flow)

Full user documentation: doc.cap-rel.fr/lightpilot