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, project managers
Dashboard Explained
Future WIP and pre-billable work by project, manager and office. Prebill Analysis lets you predict next month's billing run and confirm that resourced work is being captured before the invoicing window closes — essential for studios that front-load invoicing at the start of a project phase.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Run Prebill Analysis in the week before the billing cycle opens to estimate the incoming month's billing. If pre-bill value is significantly lower than the month's revenue target, flag it early so PMs can prioritise completing billable milestones. Cross-reference with Invoicing Progress once the cycle opens to confirm that pre-billed work is being converted to finalised invoices.
Understanding your data
Key Fields | How it's Calculated |
Prebill Amount | WIP balance on stages where the project still has a positive residual fee remaining. Represents work eligible for invoicing in the upcoming billing cycle |
WIP Balance | Total uninvoiced chargeable value on each project stage as at the current date |
Residual Fee | Agreed fee or cap minus invoiced revenue to date — the amount still available to invoice under the contract for each stage |
Stage Status | The current status of each project stage. Only active stages with a positive residual are included in the prebill view |
Prebill Age (Days) | Age of WIP on pre-billable stages, classified into 0–30, 31–60, and 61+ day buckets. Identifies prebill amounts that have been sitting uninvoiced for extended periods |
Filters
Period: Forward date range (next 1–3 months)
Office: Filter to one or more offices
Project Manager: Filter to a specific PM