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, directors, finance team
Dashboard Explained
Aggregated portfolio view by office and PM showing total fees, billings and margin across all active projects. Portfolio Summary provides the executive lens on the project portfolio — which parts of the business are performing, which are lagging, and where margin is being won or lost.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Use Portfolio Summary for leadership review meetings or board reporting. Compare offices by portfolio margin to understand where the most profitable work is concentrated. If one office has high total fees but lower margin, investigate whether charge rates, write-downs, or project mix are driving the difference. Cross-reference with Monthly Financials to understand whether the portfolio margin is trending in the right direction over time.
Understanding your data
Key Fields | How it's Calculated |
Total Agreed Fee | Sum of contracted fees across all active project stages for each office or PM grouping |
Total Invoiced Revenue (PTD) | Cumulative invoiced revenue project-to-date for all stages within the grouping |
Total WIP | Sum of all uninvoiced chargeable balances for active projects in the grouping |
Portfolio Gross Margin % | Total invoiced revenue minus total staff cost of charged hours, divided by total invoiced revenue — aggregated across all projects in the group |
Fee Remaining | Total agreed fee minus invoiced revenue to date. Represents unbilled contracted work still available for invoicing |
Average Fee per Project | Total agreed fee divided by number of active project stages in the grouping. Indicates the average scale of engagements |
Filters
Period: Date range selector
Office: Filter to one or more offices
Project Manager: Filter to a specific PM