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
Flat project-level invoicing table showing agreed fee, WIP, resourcing, forecast, invoices and variance for the billing period. Invoicing Progress is the billing cycle management tool — use it at the end of each month to track invoicing completion across the portfolio and ensure nothing falls through before the cycle closes.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Run Invoicing Progress in the final week of each billing cycle. Sort by Variance to identify which projects have the largest gap between forecast and actual invoices. Compare Current vs. Snapshot forecast to see how much the month's expectations have shifted since it was frozen — a big gap may mean scope or timing assumptions changed mid-month. Follow up directly on projects with high Draft values still in the system near month-end — these are typically held up by client approval or missing project data.
Understanding your data
Key Fields | How it's Calculated |
Total Ex Tax | Total invoice value ex tax for the period (Finalised + Draft) |
Finalised | Total value of invoices with a Finalised status in the current period |
Draft | Total value of invoices currently in draft status, not yet finalised |
Invoice Value Ex Tax by Slice | Same invoice value, broken out by the selected Slice By dimension |
Invoiced Revenue Daily Tracking | Cumulative daily invoiced value, comparable across Current vs. Snapshot forecast basis and Last Month/This Month period |
Project table | Agreed Fee/Cap, WIP (to Last Month), WIP (Total), Resourced, Forecast, Invoices (Total), Variance, Finalised, Draft, Mark Up/Down — one row per project |
Visuals
Invoice Value Ex Tax by Slice (bar)
Invoiced Revenue Daily Tracking (line, by day)
Project table (flat list, not grouped by PM)
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
Current / Snapshot: Current shows the Forecast for This/Last Month as of now; Snapshot shows the Forecast as frozen on the last working day of the prior month
Last Month / This Month: quick relative-period selector