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, business development team
Dashboard Explained
Revenue, profitability, and win/loss summary by primary contact across the firm's client base. Clients Overview is a finance-oriented view of client relationships — each row is a Primary Contact Name, not a client company, so a client with multiple contacts will appear as multiple rows.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Because rows are per contact rather than per client company, use this page for contact-level relationship tracking (e.g. "how much revenue and profit is this relationship generating") rather than firm-wide client concentration analysis — a large client with several contacts will be split across multiple rows here. Sort by Invoiced Revenue or Gross Profit to identify the most valuable relationships, and check Growth % to spot contacts whose revenue is declining year-on-year.
Understanding your data
Key Fields | How it's Calculated |
Active Projects # | Count of active project stages attributed to the contact |
Invoiced Revenue | Cumulative invoiced revenue across all projects attributed to the contact |
Recovery % | Stage revenue divided by invoiced charge, for projects attributed to the contact |
Gross Profit / GP % | Revenue less standard cost, and that figure as a percentage of revenue |
Revenue PY | Invoiced revenue for the same period, prior year |
Growth % | Change in revenue vs. Revenue PY |
Proposals # / Value | Count and total value of proposals associated with the contact |
Won # / Value | Count and value of proposals Won |
Lost # / Value | Count and value of proposals Lost |
Conversion % | Won ÷ (Won + Lost), for the contact |
Visuals
Primary Contact Name table (single table, all metrics above as columns, with a Total row)
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Cost Centre: filter by Stage Cost Centre
Project Type: filter by Project Type
Primary Contact Name: filter to a specific contact
Toggles
Won/Lost Date / Start Date / Created Date: changes which date field the table is calculated against
Project / Stage: whether the selected date is applied at the project level or the stage level