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
Portfolio-wide financial summary by slice, with four headline gauges and a full financial breakdown table. Portfolio Summary is 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.
Updated in Insights Pro: This dashboard existed in Analytics Plus as "Residual by Project Manager/Client/Type/Discipline/Cost Centre" with a project-level table, and has been substantially redesigned for Insights Pro.
How to use it
Use Portfolio Summary for leadership review meetings or board reporting. Switch Slice By to Project Manager to compare portfolios across PMs rather than offices. If one office/PM has high fee value but low Recovery % or Gross Profit %, investigate whether charge rates, write-downs, or project mix are driving the difference. Remember Project Status defaults to Active — change it if you need visibility into completed or on-hold work. Cross-reference with Monthly Financials to see whether the trend is improving or worsening over time.
Understanding your data
Key Fields | How it's Calculated |
Net Invoiced as % of Fee | Net invoiced revenue divided by agreed fee/cap, across active projects |
Recovery % | Invoiced revenue ÷ charge generated |
WIP 60+ Days vs Total WIP | WIP aged 60+ days, shown against total WIP |
Gross Profit % | Blended profitability across the portfolio |
Slice table | Agreed Fee/Cap, Fee/Cap, Net Invoiced, % of Fee, Residual, Forecast, Revenue, Invoiced Charge, Recovery %, Net Residual, WIP, WIP 60+ Days, Costs, Gross Profit, GP %, Debtors, Debtors 60+ Days — one row per slice, with a Total row |
Visuals
Four gauge tiles (Net Invoiced as % of Fee, Recovery %, WIP 60+ Days vs Total WIP, Gross Profit %)
Slice-level financial table (defaults to Office), with Total row
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status (defaults to Active — completed/on-hold projects are excluded unless changed)
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 the table breaks down by (defaults to Office)