Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Studio principals, directors, operations leads
Dashboard Explained
Studio-wide KPI snapshot on a single screen. Business Overview is the starting point for any leadership check-in — it surfaces the headline numbers across invoiced revenue, WIP, debtors and prior-year growth so you can confirm the studio is on track before drilling into any detail page.
How to use it
Open Business Overview first every Monday morning. Scan the six KPI tiles — if invoiced revenue or recovery is off, you'll know before you've opened a single project report. Use the prior-year overlays to contextualise whether a slow month is seasonal or a genuine trend. Once you've confirmed the headlines, move into Business Performance or Revenue Analysis for the office-level breakdown.
Understanding your data
Key Fields | How it's Calculated |
Invoiced Revenue | Total value of invoices with a Finalised status for the selected period, grouped by invoice date and office |
WIP Balance | Accumulated value of chargeable time and costs that have been recorded in timesheets but not yet included in a finalised invoice |
Debtor Balance | Total amount owed by clients from invoices that have been raised and finalised but not yet paid |
Recovery % | Invoiced revenue divided by total charge generated for the same period, expressed as a percentage. Shows what proportion of chargeable work was converted into invoiced revenue |
Gross Profit % | Invoiced revenue minus total staff costs (hours × cost rate per staff member), divided by invoiced revenue. Excludes billable WIP from the calculation |
Average Hourly Rate | Total invoiced revenue for the period divided by the total chargeable hours associated with those invoices. Reflects the blended rate achieved across all offices |
Filters
Period: Last Month / This Month toggle
Office: Filter to one or more offices
Units: Absolute dollar values or percentages