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
Full flat list of active projects with financial detail: fee, invoiced, residual, forecast, recovery, WIP, gross profit and debtors. Projects Snapshot is the single-screen view of the entire active portfolio — the table you use to find a specific project quickly, compare all projects on one financial metric, or export data for reporting.
Updated in Insights Pro: This dashboard existed in Analytics Plus as a flat project table with a near-identical column set (Fee/Cap, Net Invoiced %, Residual, WIP, Recovery %, Profit %), and has been substantially redesigned for Insights Pro.
How to use it
Use Projects Snapshot when you need to answer "what's the fee status of project X?" quickly. Sort by % of Fee to see which projects are close to their cap, or by WIP to prioritise invoicing follow-up. This table doesn't break down by stage — for stage-level detail on a single project, use Project Summary instead. For financial trends over time, use Monthly Financials.
Understanding your data
Key Fields | How it's Calculated |
Net Invoiced as % of Fee | Net invoiced revenue ÷ 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 active projects |
Project 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 project, with a Total row |
Visuals
Four gauge tiles (Net Invoiced as % of Fee, Recovery %, WIP 60+ Days vs Total WIP, Gross Profit %)
Project table (flat list, one row per project)
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)
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