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Analytics Dashboard

The Analytics Dashboard gives you a visual overview of your business's VAT position and transaction patterns. Use it to spot trends, compare periods, and understand how your data quality feeds into your compliance score.

Accessing the Dashboard​

Navigate to Analytics in the main sidebar under the MAIN section.

The dashboard refreshes when new transactions are imported or categorized. No manual refresh is required.

Dashboard Overview​

The Analytics Dashboard is divided into several panels:

PanelPurpose
VAT Trend ChartPeriod-over-period output tax, input tax, and net VAT
Output vs Input BreakdownBar chart comparing output and input tax by period
Category BreakdownPie / donut chart of transaction categories by value
Period Summary CardsKey figures for the currently selected period

VAT Trend Charts​

What the Chart Shows​

The VAT Trend Chart plots three lines across the selected date range:

  • Output Tax — VAT collected on sales (taxable supplies)
  • Input Tax — VAT paid on purchases (claimable input tax)
  • Net VAT — Output tax minus input tax (your net liability or refund position)

Each data point represents one filing period (typically one month).

Reading the Chart​

  • A rising Output Tax line indicates growing sales.
  • A rising Input Tax line indicates growing business expenditure.
  • When Net VAT is positive, you owe VAT to the DIR; when negative, you may be owed a refund.
  • Gaps or flat lines often indicate periods with no imported transactions — check for missing data.

Period-over-Period Comparisons​

Hover over any point on the chart to see a tooltip with:

  • Current period value
  • Previous period value
  • Percentage change

This helps you identify seasonal patterns or sudden spikes that may require investigation.

Output vs Input Breakdown​

The grouped bar chart displays output and input tax side-by-side for each period in the selected range. Use it to:

  • Quickly assess whether your VAT liability is increasing or decreasing.
  • Identify periods where input tax is unusually high or low.
  • Spot anomalies that may indicate miscategorised transactions.

Category Breakdowns​

The category breakdown visualises how your transactions are distributed across VAT categories:

CategoryDescription
Standard Rate (10%)Goods and services subject to the standard Bahamas VAT rate
Zero Rate (0%)Exports and zero-rated supplies
ExemptSupplies exempt from VAT (e.g. residential rent, basic foodstuffs)
Out of ScopeTransactions outside the VAT system

How to Use the Category Chart​

  • A large Exempt or Out of Scope slice may indicate uncategorised transactions that need review.
  • The percentage shown beside each category reflects its share of total transaction value (not count).
  • Click a category slice to filter the transaction list to that category for deeper inspection.

Date Filtering​

Use the date filter controls at the top of the dashboard to change the analysis window.

Available Presets​

PresetCovers
Last 3 monthsRolling 90-day window
Last 6 monthsRolling 180-day window
Last 12 monthsRolling 365-day window
Current year1 January to today
Custom rangeAny start and end date you specify

Custom Date Range​

  1. Select Custom range from the preset dropdown.
  2. Click the Start date field and choose a date.
  3. Click the End date field and choose a date.
  4. The charts refresh to reflect the selected range.

All charts and summary cards on the page reflect the same selected period.

Period Summary Cards​

At the top of the dashboard, four summary cards display key figures for the selected period:

  • Total Output Tax — Total VAT charged on taxable supplies
  • Total Input Tax — Total claimable input VAT
  • Net VAT Position — Liability (positive) or refund entitlement (negative)
  • Transaction Count — Number of transactions included in the analysis

Relation to Compliance Scoring​

The data visualised in the Analytics Dashboard directly influences your Compliance Score:

Analytics IndicatorCompliance Impact
Gaps in VAT trend (missing periods)Reduces Data Quality score component
Large Out of Scope or Exempt slicesMay indicate uncategorised transactions, reducing Rate Accuracy
Sudden unexplained spikes in output or input taxTriggers anomaly alerts that lower the overall score
Consistent period-over-period dataSupports a stable or improving compliance grade

Reviewing the Analytics Dashboard regularly helps you catch data issues early — before they affect your VAT return or compliance grade.

For a deeper review of your data patterns, see the Intelligence Dashboard.

Next Steps​