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 slice, month, and project. Mark-up/Down Analysis makes visible the real margin cost of write-downs — identifying which offices, PMs, or projects are routinely writing time below fee and quantifying the aggregate impact across the firm.
Updated in Insights Pro: This dashboard existed in Analytics Plus as a "Written-Off Charge" report and has been substantially redesigned to also cover mark-ups for Insights Pro.
How to use it
Sort by Mark-Down/Off to identify where the firm is losing the most revenue to below-fee or written-off work. Use the Slice → Project → Project Manager drill-down to find the specific projects driving the highest values — this is often where scope creep is happening without a fee variation, or where the project was underestimated at proposal stage. Since Mark-Down and Written-Off aren't split apart here, use project-level notes or WIP Analysis if you need to distinguish "discounted at billing" from "never going to be billed."
Understanding your data
Key Fields | How it's Calculated |
Net | Invoiced revenue after all adjustments: mark-ups minus mark-downs and write-offs combined |
Mark-up | Total positive adjustments applied above standard charge |
Mark-Down/Off | Total negative adjustments — mark-downs and write-offs combined into a single figure |
Revenue Mark-up/Down & Written Off by Slice | Net adjustment value, broken out by the selected Slice By dimension |
Revenue Mark-up/Down & Written Off by Month | Same, trended monthly |
Slice/Project/PM table | Net adjustment value at row level, by month, drillable by Slice → Project → Project Manager, with a Total column |
Visuals
Revenue Mark-up/Down & Written Off by Slice (diverging bar)
Revenue Mark-up/Down & Written Off by Month (combo chart)
Slice / Project / Project Manager table by month, with Total
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