The Activity Stats insight gives you a breakdown of a client's transaction volume and turnover over a selected period. It's useful for assessing client activity levels, estimating workload, and supporting pricing decisions at renewal — including with proposal tools like GoProposal. See Connecting with GoProposal for more.
To access it, go to a client's account and select Insights in the left navigation, then select Activity stats.
Note: This article covers the Activity Stats insight at the client level. For the practice-level equivalent, see The Activity insight.
Who can use this insight
The Activity Stats insight is available to practices with the Data Health & Insights add-on, on Practice Essentials and Practice Advanced plans.
What the insight shows
The Activity Stats insight shows three sections: Combined stats, Monthly average, and Activity stats over time.
Combined stats shows totals across the entire selected date range: Revenue, Sales, Bills, Credit Notes, Manual Journals, Bank Transactions, and a Total transaction count.
Monthly average shows the same metrics averaged per month across the selected period.
Activity stats over time is a line chart plotting each metric across the period. Below the chart, a period-by-period table shows the same data broken down by month, with columns for Period, Revenue, Sales, Bills, Credit Notes, Manual Journals, Bank Transactions, and Total.
By default, the insight covers a rolling 12-month period starting from the last complete month. To use a custom date range, select the date field at the top of the page. Dext segments custom ranges into monthly periods where possible.
How each metric is calculated
Bank transactions
How bank transactions are counted depends on the client's accounting software:
Xero — includes all bank statement line items, whether reconciled or unreconciled.
QuickBooks Online — includes transactions categorised as a bank type in QuickBooks Online.
Sales, bills, and credit notes
Dext counts invoices posted to the sales and purchase ledgers only. Transactions posted directly to the general ledger — such as spend money or receive money transactions — aren't included.
Manual journals
Shows the total number of manual journals posted during the selected period.
Turnover
Turnover is the net value of all transactions in the selected date range where the account type is Revenue or Sales.
Note: Transactions categorised as Other Income aren't included in the turnover figure. To adjust this, edit the account type for the relevant accounts in Xero.
Xero Activity
The Xero Activity section shows the most recent bill and sales activity recorded in Xero for the client. It's available for Xero clients only.
Xero Activity contains two sub-sections:
Sales Activity — lists sales transactions with Date, Contact, Reference, and Total columns. The header shows the date of the most recent sale.
Billing Activity — lists bill transactions with the same columns. The header shows the date of the most recent bill.
Syncing and recalculating data
To update the Activity Stats insight, use the two buttons at the top of the page:
Sync — pulls any new data or changes from Xero or QuickBooks Online into Dext.
Recalculate — recalculates the insight based on the latest data pulled into Dext.
If you've made changes in your accounting software, select Sync first, then Recalculate to see the updated figures.