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, and office-level breakdowns — 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 without running individual reports.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
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. If debtors is growing while invoiced revenue is flat, it's time to run Debtors Analysis and prioritise collections activity.
Understanding your data
Key Fields | How it's Calculated |
Total WIP | Sum of all chargeable time and costs that have been recorded but not yet included in a finalised invoice, across all active projects |
Total Debtors | Sum of all outstanding invoice amounts where payment has not yet been received from clients |
Finalised Invoices (Month to Date) | Total value of invoices with a Finalised status and an invoice date in the current period |
Draft Invoices | Total value of invoices that have been created in Total Synergy but not yet finalised — still in draft status and not yet sent to clients |
Daily Invoiced Revenue | Cumulative sum of finalised invoice values by day within the current period; shows billing progress throughout the month |
Recovery % | Invoiced revenue divided by charge generated for the period |
Gross Profit % | Invoiced revenue minus staff costs, divided by invoiced revenue |
WIP Age | Number of days since the transaction date for each charge entry; used to classify WIP into aged buckets |
Debtor Age | Number of days since the invoice due date; used to classify debtors into aged buckets |
Filters
Period: Date range selector
Office: Filter to one or more offices