Kolva gives you three analytical surfaces: the Analytics cockpit for field performance, the weekly reports Kolva writes and sends by itself, and the ROI calculator that measures what Kolva returns against what it costs.
Analytics Dashboard
Navigate to Analytics from the sidebar. The page opens on eight tiles over the period you choose — Clients, Visits, Orders, Net invoiced revenue excl. tax, Recognized cash, Open customer receivables, Lost Deals and Conversion — followed by the charts:
- Revenue vs Target — invoiced revenue against your monthly target.
- Visits by Rep and Visits by Type — who is visiting, and what kind of visit it was.
- Revenue by Client Segment — how revenue splits across your client segments.
- Payment Collection Trend and Weekly Activity Pattern — collection over time, and the weekly rhythm of the team.
- Switch the period with the selector: Last 7 days, Current month, Current quarter, Current year or All time.
- Read the Neo reading panel: client coverage, recognized cash against revenue, expected net receivables and active prospects.
- Open Pipeline, Lost Deals or ROI from the links above the charts for a dedicated view.
Pro tip Change the period rather than reading a single number. A drop between Current month and Current quarter on Visits is the kind of gap that deserves a look before it shows up in revenue.
Weekly Reports
Kolva writes a weekly report for your team and sends it. The Reports page is the history of those reports — you do not trigger them:
- Navigate to Reports from the sidebar.
- Filter the history over the last 4 weeks, the last 3 months, or everything.
- Open a report: it carries its visit counts, invoiced revenue, validated orders, its Priority signals with their evidence, its Performance by rep table and its top clients.
- Each report offers an email preview and a PDF of the report itself.
With no report yet, the page says so plainly: weekly reports appear there once generated.
Why We Don’t Sell
The lost-deals view is reached from Lost Deals on the Analytics page. It counts your refusals over a date range and for a given rep, then breaks them down:
- Top Refusal Categories — refusal reasons clustered by the AI.
- Refusals Over Time — the monthly trend.
- By Client Segment — how refusals spread across your client segments.
- Two filters sit above the charts: a date range and a single rep.
Note Refusal data is only as good as what reps enter. Encourage your team to always record a reason when a deal is lost: the clustering can only group what it was given.
ROI Calculator
The ROI Calculator, opened from ROI on the Analytics page, does not measure the return on your visits: it measures what Kolva returns against what Kolva costs. It requires the Enterprise plan.
- Monthly Kolva Cost — the cost of your active seats.
- Monthly Value Generated and ROI — the value attributed over six months of data, and the resulting ratio.
- Time Saved and Churn Risks Found — hours saved and at-risk clients surfaced by the alerts.
- Revenue (6 mo) and collection coverage — revenue over six months and the share of it actually collected.
Pro tip Export PDF turns the page into a document you can hand to leadership. It is the argument for the tool, built from your own six months of data rather than from a vendor deck.