Edition: Business + Insights Pro Add-on, Enterprise, 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 office with FYTD cumulative detail. Revenue Analysis is the audit trail for the firm's top line — use it to confirm the numbers match expectations, flag outliers and identify whether one office is carrying the revenue line for the others.
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 FYTD view to track whether the firm is running ahead or behind last year's revenue pace.
Understanding your data
Key Fields | How it's Calculated |
Invoiced Revenue | Total value of finalised invoices with an invoice date in the selected period, grouped by office and project |
FYTD Revenue | Cumulative invoiced revenue from the start of the current financial year to the selected date |
Office Revenue Contribution % | Each office's invoiced revenue as a percentage of the total firm revenue for the same period |
Month-on-Month Variance | The difference in invoiced revenue between the current and prior period, shown as both an absolute dollar amount and a percentage change |
Project Manager | The PM assigned to each project; used to filter and attribute revenue to the responsible person |
Filters
Period: Last Month / This Month toggle
Office: Filter to one or more offices
Units: Absolute dollar values or percentages