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
Ratio of new work won to work delivered (revenue earned) over time. Book to Burn is a lead indicator of future revenue — if the firm is burning through work faster than it's winning new work, the forward pipeline is at risk and BD effort needs to accelerate.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Monitor Book2Burn monthly as a leading indicator of firm health. A consistent ratio above 1.0 means the firm is winning work faster than it's delivering — a positive sign for forward revenue. If the 3MR Avg drops below 1.0 for more than two consecutive months, this is an early warning that the backlog is declining and BD needs to be prioritised. Use Book2Burn Ratio 3MR Avg by Slice to see which offices or disciplines are driving the trend.
Understanding your data
Key Fields | How it's Calculated |
Agreed Fee/Cap | Won (by month) | Sum of agreed fee/cap for projects Won in each calendar month, using the selected date field |
Revenue | Invoices (by month) | Sum of invoiced revenue in each calendar month |
Book2Burn | Agreed Fee/Cap | Won divided by Revenue | Invoices for each month. Above 1.0 means more new work was won than delivered; below 1.0 means work is being consumed faster than replaced |
3MR Avg | 3-month rolling average of the Book2Burn ratio, smoothing month-to-month fluctuations |
Book2Burn Ratio 3MR Avg by Slice | Same 3MR Avg ratio, broken out by the selected Slice By dimension |
Visuals
Agreed Fee/Cap Won, Invoiced Revenue & Book to Burn Ratio by Month (combo chart)
Book2Burn Ratio 3MR Avg by Slice (bar)
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Cost Centre: filter by Stage Cost Centre
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Stage Status: filter by Stage Status
Project Type: filter by Project Type
Account Manager: filter by Account Manager
Stage Fee Type: filter by Stage Fee Type
Project: filter to a specific project
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Won/Lost Date / Start Date / Created Date: changes which date field the whole page is calculated against
Project / Stage: whether the selected date is applied at the project level or the stage level