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, with full ageing. 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 Prebill value is significantly lower than the month's revenue target, flag it early so PMs can prioritise completing billable milestones. Sort the table by the oldest buckets to find prebill/unearned revenue that's been sitting uninvoiced longest. 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 | Sum of Balance transactions — prebill/unearned revenue, not WIP balance |
60+ Days | Prebill balance aged 60+ days |
Aged Prebill | Prebill broken into age buckets, configured per your organisation's aged WIP settings |
Prebill Value by Slice | Aged prebill total, broken out by the selected Slice By dimension |
Slice/Project/PM table | Same aged-bucket breakdown at row level, drillable by Slice → Project → Project Manager |
Visuals
Aged Prebill (donut breakdown by bucket, $)
Prebill Value by Slice (bar)
Slice / Project / Project Manager table with full aged-bucket columns
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