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
Dashboard Explained
Charge profile across Invoiced, Draft, WIP and Written-off, by slice and by month. WIP Profile shows which offices are cleanly converting charge into invoiced revenue and which are accumulating unbilled work — the distinction between a healthy billing cycle and a WIP build-up problem.
Updated in Insights Pro: This dashboard existed in Analytics Plus as "WIP by Transaction Date per Status" and has been substantially redesigned for Insights Pro.
How to use it
If the WIP portion of the stacked bar is growing month-over-month for a specific slice, that slice is generating charge faster than it's converting it to invoices — trigger a billing conversation with the relevant PMs or finance contact. Drill from Slice into Project and then Project Manager in the table to find exactly who's responsible for a growing WIP or Written-Off balance. If Written-Off is growing, use Mark-up/Down Analysis to identify which PMs and projects are responsible for the write-downs. Switch to Charge & Revenue to see how mark-ups and mark-downs are affecting the realised value of that WIP once billed.
Understanding your data
Key Fields | How it's Calculated |
Invoiced Charge | Charge from transactions included in a finalised invoice |
Draft Invoice Charge | Charge from transactions included in a draft invoice, not yet finalised |
WIP Charge | Charge not yet included in any invoice |
Written-Off Charge | Charge explicitly written off, will not be invoiced |
Total Charge | Sum of Invoiced + Draft + WIP + Written-Off charge for the period |
Visuals
WIP Profile (% of Total) by Slice — stacked bar
WIP Profile (Charge) by Transaction Status per Month — stacked bar with Total Charge line
Transaction Status × Month table (Invoiced / Draft invoice / WIP / Written off rows, Total row), drillable by Slice → Project → Project Manager
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
Charge / Charge & Revenue: Charge shows the profile on a pure charge basis; Charge & Revenue additionally shows the realised value of the WIP alongside revenue, including any associated mark-up or mark-down