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
Project profitability excluding billable WIP, sliced by office and tracked monthly. Profitability Analysis identifies when a month that looks profitable on the surface is actually inflated by unbilled work sitting in WIP rather than cash that has been collected.
How to use it
If GP% looks healthy but the Debtors and WIP balances are growing, 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. Pair with Finance Overview to cross-check whether WIP is ageing or being invoiced on a predictable cycle.
Understanding your data
Key Fields | How it's Calculated |
Gross Profit % | Invoiced revenue minus total staff costs, divided by invoiced revenue. Staff costs are calculated as hours worked × cost rate per staff member. Billable WIP is excluded from the calculation |
Invoiced Revenue | Total value of finalised invoices for the period |
Total Staff Cost | Sum of (hours worked × cost rate) for all staff contributing to invoiced work in the period. Cost rates must be set up in Total Synergy for accurate results |
Gross Profit $ | Invoiced revenue minus total staff cost in absolute dollar terms |
Project Status | Used to filter which projects are included — typically Active and Complete projects are included; Proposals are excluded |
Filters
Period: Last Month / This Month toggle
Office: Filter to one or more offices
Units: Absolute dollar values or percentages