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: Finance team, principals, studio managers
Dashboard Explained
Daily invoiced revenue tracking, six KPI tiles covering WIP, debtors, finalised and draft invoices, plus aged breakdowns and slice-level detail — all on a single screen. Finance Overview is the starting point for any finance review session and the fastest way to confirm the studio's cash position.
Updated in Insights Pro: The core KPI tiles (WIP, WIP 60+ Days, Debtors, Debtors 60+ Days, Invoiced Revenue, Total Charge) existed in Analytics Plus; this page adds the Aged WIP/Aged Debtors breakdowns, daily tracking chart, and Slice By functionality.
How to use it
Open Finance Overview at the start of each week to confirm invoicing is progressing and WIP and debtors balances are within expected ranges. If the draft invoice tile is high late in the month, there's still invoicing to finalise before close. There's no Recovery % or Gross Profit % on this page — for those, use Business Overview or Business Performance. If debtors is growing while invoiced revenue is flat, run Debtors Analysis and prioritise collections activity.
Understanding your data
Key Fields | How it's Calculated |
WIP | Total chargeable time and costs recorded but not yet included in a finalised invoice |
WIP 60+ Days | WIP balance aged 60+ days |
Debtors Inc Tax | Total outstanding invoice amount including tax, not yet paid |
Debtors 60+ Days | Debtor balance aged 60+ days |
Finalised Invoices (Ex Tax) | Total value of finalised invoices for the current period |
Draft Invoices (Ex Tax) | Total value of draft (not yet finalised) invoices for the current period |
Visuals
Aged WIP (breakdown by age bucket, $ and %)
Aged Debtors (breakdown by age bucket, $ and %)
Invoiced Revenue Daily Tracking (Finalised vs. Draft, by day)
Aged WIP by Slice (bar)
Aged Debtors by Slice (bar)
Invoiced Revenue by Slice (bar)
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Cost Centre: filter by Stage Cost Centre
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Last Month / This Month: quick relative-period selector