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, directors
Dashboard Explained
Revenue mark-ups and write-downs by project and month. Mark-up/Down Analysis makes visible the real margin cost of write-downs — identifying which PMs are routinely writing time below fee and quantifying the aggregate impact across the firm.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Sort PMs by total write-down value to identify where the firm is losing the most revenue to below-fee work. Then look at the projects with the highest write-downs — this is often where scope creep is happening without a fee variation, or where the project was underestimated at proposal stage. Use this data in PM performance conversations to distinguish between one-off project issues and habitual below-fee charging.
Understanding your data
Key Fields | How it's Calculated |
Mark-Up Amount | A positive adjustment applied to an invoice above the standard charge amount. Increases invoiced revenue beyond what was charged at standard rates |
Mark-Down Amount | A negative adjustment applied to an invoice below the standard charge amount. Reduces invoiced revenue below what was charged — equivalent to a write-down at invoicing |
Written-Off Amount | Charge explicitly written off from WIP and excluded from billing. Permanently removes the value without invoicing it |
Net Revenue | Invoiced revenue after all adjustments: charge generated plus mark-ups, minus mark-downs and write-offs |
Write-Down % of Charge | Total mark-down plus write-off amount as a percentage of total charge generated. Measures the proportion of chargeable work not being recovered through invoicing |
Filters
Period: Date range selector
Office: Filter to one or more offices
Project Manager: Filter to a specific PM