Refer other businesses to Kwill
Where to find your Kwill referral link, how to enter a code if someone referred you, and exactly what the referral page does and does not do today.
Workspace & account
Analytics and cash flow Independent+
Read revenue trends, top clients and win rate in Kwill Analytics, and forecast money due in with the cash flow view and its average days-to-pay chart.
In the portal: Business › Analytics
- What it is
- Revenue, client and pipeline trends, plus a forecast of money you can expect to come in.
- Why use it
- See whether the business is growing, who your best clients are, and what is likely to land next month.
- When
- Monthly review, and whenever you are planning ahead.
Analytics
Amounts are converted to US dollars so different currencies can be compared. On the Free plan you see a blurred preview and an upgrade link. Analytics is open to owners and admins.
- Revenue in range, paying clients and win rate.
- A revenue-over-time chart covering the last 1, 3, 6 or 12 months.
- Top clients by lifetime value.
- Deals by stage.
Cash flow
The forecast is based on your unpaid invoices and how quickly clients have paid you before, and amounts are shown in US dollars. With no invoices yet it says "No invoice history yet".
- Expected income over the next 7 days, days 8–30 and days 31–60.
- A recurring baseline, from recurring invoices.
- An at-risk figure, covering invoices in enforcement.
- An average days-to-pay chart.
Frequently asked questions
- Which plan includes analytics in Kwill?
- Analytics needs Independent or above and is open to owners and admins. On the Free plan you see a blurred preview with an upgrade link.
- How does Kwill handle multiple currencies in analytics?
- Amounts in Analytics and Cash Flow are converted to US dollars so different currencies can be compared. The Invoices page totals work differently — they add amounts together without converting them.
- What is the Kwill cash flow forecast based on?
- Your unpaid invoices and how quickly your clients have paid you in the past. It breaks the forecast into the next 7 days, days 8–30 and days 31–60, plus a recurring baseline from recurring invoices and an at-risk figure for invoices in enforcement.
- Can I see which clients are worth the most?
- Yes. Analytics includes a "Top clients by lifetime value" ranking, alongside revenue over time, paying clients, win rate and deals by stage.
Describes the Kwill portal as built on 18 September 2026.
More in Workspace & account
Team seats and roles
Invite teammates to Kwill on the Collective plan, and what owners, admins and members can each do with clients, documents, billing and settings.
Plans, limits and billing
What each Kwill plan includes, the client, document, storage and seat limits, what you see when you hit one, and how to upgrade, change or cancel.
Automate repetitive admin
The automations Kwill runs out of the box and their defaults, plus how to build your own rules that send an email or post to Slack when something happens.
Kwill — The client portal built for the world's freelancers
Look like an agency of ten, even if you're a team of one.
Free to start. Takes 5 minutes. Your brand, not ours — in any currency, from any country.