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
Project profitability (excluding billable WIP), sliced and tracked monthly.
How to use it
If profitability looks healthy here but Debtors and WIP balances are growing (check Business Overview or Finance module), the profitability is paper — the work has been done but not billed. Use this dashboard to distinguish between offices that are genuinely profitable and those that are deferring revenue. Drill from Slice into individual Project rows in the table to trace a low-profitability slice back to specific projects. Toggle Inc No Billing / Exclude to see how much non-billable work is shaping the reported figure.
Understanding your data
Key Fields | How it's Calculated |
Project Profitability by Slice | Profitability %, excluding billable WIP, broken out by the selected Slice By dimension. Toggle-dependent on whether No Billing stages are included |
Project Profitability by Slice per Month | Same measure, split by month and by slice |
Slice × Month table | Same monthly figures in table form by slice, drillable by Slice → Project, with Total row/column |
Visuals
Project Profitability by Slice (bar)
Project Profitability by Slice per Month (trend)
Slice × Month table (Slice → Project drill down)
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
Toggles
Inc No Billing / Exclude: whether No Billing stages are included in the profitability calculation