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, finance team
Dashboard Explained
Monthly invoiced revenue by slice, with a full month-by-month table.
How to use it
Run Revenue Analysis at the end of each billing cycle to validate the month's invoiced revenue before it goes to leadership. If one office's revenue is unexpectedly low, cross-reference with WIP Analysis in the Finance module — the charge may have been generated but not yet invoiced. Use the table's project drill down to trace a slice's monthly figure back to the individual projects behind it, and the Total column for a FYTD-style cumulative view since this page doesn't have a dedicated FYTD tile.
Understanding your data
Key Fields | How it's Calculated |
Invoiced Revenue by Slice | Total invoiced revenue (excluding draft invoices), broken out by the selected Slice By dimension |
Invoiced Revenue by Slice per Month | Same measure, split by month and by slice |
Slice × Month table | Same monthly figures in table form by slice, with Total row/column, and project drill down |
Visuals
Invoiced Revenue by Slice (bar)
Invoiced Revenue by Slice per Month (stacked bar)
Slice × Month table
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Project Type: filter by Project Type
Cost Centre: filter by Stage Cost Centre
Stage Manager: filter by Stage Manager
Stage Status: filter by Stage Status
Stage Fee Type: filter by Stage Fee Type
Project: filter to a specific project
Slice By: choose the dimension for the aggregated graph visuals