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 month and office. 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.
How to use it
If the WIP portion of the stacked bar is growing month-over-month for a specific office, that office is generating charge faster than it's converting it to invoices. Use this to trigger a billing conversation with the relevant PMs or finance contact. If the Written-off portion is growing, use Mark-up/Down Analysis to identify which PMs and projects are responsible for the write-downs.
Understanding your data
Key Fields | How it's Calculated |
Invoiced Charge | Charge from transactions that have been included in a finalised invoice — work that has been successfully billed. Shown as a proportion of total charge generated |
Draft Invoice Charge | Charge from transactions included in a draft invoice but not yet finalised — in the billing pipeline but not yet confirmed |
WIP Charge | Charge from transactions that have not yet been included in any invoice — accumulated uninvoiced work |
Written-Off Charge | Charge that has been explicitly written off and will not be invoiced — permanently removed from the billing pipeline |
Monthly Stacked Total | Sum of Invoiced + Draft + WIP + Written-Off charge for each month; represents total charge generated in that period across all transaction statuses |
Filters
Period: Date range selector
Office: Filter to one or more offices
Units: Absolute dollar values or percentages