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
Portfolio-wide monthly revenue and charge trend, alongside a per-project financial summary table. Monthly Financials shows whether invoiced revenue is keeping pace with charge generated across the whole portfolio, and lets you compare recovery and gross profit project by project.
Updated in Insights Pro: This dashboard existed in Analytics Plus as "Total Charge, Invoiced Revenue & Total Costs by Transaction Date" with a per-project Recovery %/Invoiced table, and has been substantially redesigned for Insights Pro.
How to use it
Use the monthly trend chart to confirm invoiced revenue is tracking charge generated across the portfolio — a widening gap signals a growing WIP backlog. Use the Project filter to narrow this page down to one project if you need its individual Gross Profit and Recovery % figures; there's no separate stage-level or cumulative fee-consumption view here — for that, use Project Summary instead.
Understanding your data
Key Fields | How it's Calculated |
Invoiced Revenue & Charge Generated by Month | Monthly invoiced revenue, charged-invoiced value, and charge generated, with Recovery % as an overlay |
Project table | Invoiced Revenue, Invoiced Charge, Recovery %, Charge Generated, Invoiced Costs, Gross Profit, GP %, Cost Incurred — one row per project, with a Total row |
Visuals
Invoiced Revenue & Charge Generated (combo chart, monthly)
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
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 (use this to narrow the page to a single project, since there's no dedicated project-selector control)