The Activity stats insight gives you a clear breakdown of a client’s key trading activity, focusing on transaction volume and overall financial activity. It’s especially useful for accountancy firms using proposal tools like GoProposal to estimate pricing when clients are due for renewal.
What the Activity stats insight shows
This insight summarises essential trading metrics at the client level. If you’re looking for practice-level data, see the Activity insight on the practice level.
The Activity stats insight includes data such as:
Bank transactions
Sales, bills, and credit notes
Manual journals
Turnover
How the data is calculated
By default, the Activity stats insight uses a rolling 12-month period, starting from the last complete month and counting backwards.
You can also select a custom date range - Data Health & Insights will automatically segment it into monthly periods where possible.
How to access the Activity stats insight
Open your client’s account.
In the left-hand sidebar, select Insights.
Click Activity stats.
Understanding the data
Bank transactions
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
We track invoices posted to the sales and purchase ledgers only.
Transactions posted directly to the general ledger (e.g. “spend” or “receive” money) are not included.
Manual journals
Shows the total number of manual journals posted during the selected period.
Turnover
Turnover is calculated as the net value of all transactions within your selected date range where the Account Type is either Revenue or Sales.
Tip: Transactions categorised as Other Income are not included. You can adjust this calculation by editing the Account Type for each account in Xero.
Why this matters
The Activity stats insight helps accountants quickly assess client activity levels and data health, supporting accurate pricing, workload estimation, and client benchmarking.