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, comparing current month/FYTD revenue against prior year, alongside debtor and WIP exposure. Business Overview is the starting point for any leadership check-in — 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, debtors, or WIP is off, you'll know before opening a single project report. Use the Prior Year overlays to contextualise whether a slow month is seasonal or a genuine trend. Recovery (FYTD) by Slice is the only profitability signal on this page — if it's low across several slices, move into Recovery Analysis for the monthly detail; there's no Gross Profit % or Average Hourly Rate figure here, so check Business Performance or Average Rate Analysis for those.
Understanding your data
Key Fields | How it's Calculated |
Revenue (Month) | Invoiced revenue for the current month, with Prior Year comparison and Growth % |
Revenue (FYTD) | Invoiced revenue financial-year-to-date, with Prior Year comparison and Growth % |
Debtors Inc Tax | Total outstanding debtor balance including tax |
Debtors 60+ Days | Outstanding debtor balance aged 60+ days |
WIP | Total WIP balance (unbilled chargeable time and costs) |
WIP 60+ Days | WIP balance aged 60+ days |
Visuals
Invoiced Revenue (Current vs Prior FY) — monthly trend line
Invoiced Revenue by Slice (bar)
Invoiced Revenue (FYTD) by Slice (bar)
Recovery (FYTD) by Slice (bar) — Excluding No Billing Stages
Filters
Office: filter by Project Office
Cost Centre: filter by Stage Cost Centre
Discipline: filter by Stage Discipline
Slice By: choose the dimension for the aggregated graph visuals