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: Principals, project managers, directors
Dashboard Explained
Snapshot of active projects with fee, WIP, revenue and margin KPIs across the portfolio. Projects Overview is the starting point for any project health review — it surfaces the projects that need attention before a problem becomes critical.
How to use it
Start here for any monthly project review. Sort by Fee Consumed % to find projects approaching their cap — these need a fee variation conversation with the client before work can continue billing. Sort by Forecast Variance to identify which projects are behind their billing schedule. Use Projects Snapshot for the full list, or drill into individual projects via Project Summary for stage-by-stage detail.
Understanding your data
Key Fields | How it's Calculated |
Agreed Fee / Cap | The total contracted fee for each project stage as entered in Total Synergy. This is the ceiling for invoicing and the denominator for fee consumption calculations |
Invoiced Revenue (Project to Date) | Cumulative revenue from all finalised invoices on each project stage from inception to the current date |
WIP Balance | Uninvoiced chargeable value on each project stage — work completed but not yet included in a finalised invoice |
Fee Consumed % | Invoiced revenue plus WIP, divided by agreed fee. Shows how much of the contracted fee has been used up |
Gross Margin % | Invoiced revenue minus staff cost of the hours charged, divided by invoiced revenue. Measures profitability of billed work |
Forecast Variance | Actual invoiced revenue minus forecast revenue for the period. A negative variance means billing is behind the planned schedule |
Project Status | Active, On Hold, or Complete — drawn from the project status field in Total Synergy |
Filters
Period: Date range selector
Office: Filter to one or more offices
Project Manager: Filter to a specific PM's portfolio
Project Status: Active, on hold, complete