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
Contracted backlog (residual) value tracked month by month, by slice. Backlog Evolution is a leading indicator of future revenue — it shows whether the pipeline of contracted work is growing, stable, or declining.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Review Backlog Evolution monthly in leadership meetings alongside Book to Burn. If backlog is trending down for a specific slice, that's an earlier warning than waiting for the revenue impact to show up. Drill from Slice into individual Project rows in the table to see which specific projects make up the residual. There's no Added/Consumed movement breakdown on this page — for the ratio of backlog to burn rate, use the Forward Loading figure on Planning Overview instead.
Understanding your data
Key Fields | How it's Calculated |
Backlog (Residual) by Slice — Current Month | Residual fee/cap value for proposals and active work, broken out by the selected Slice By dimension, for the current month |
Residual | Same measure, trended monthly as a stacked area by slice |
Slice × Month table | Same monthly figures in table form by slice, drillable by Slice → Project, with a Total column |
Visuals
Backlog (Residual) by Slice — Current Month (bar)
Residual (stacked area, monthly, by slice)
Slice × Month table, with Total column (Slice → Project drill down)
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
Team: filter by team
Stage Status: filter by Stage Status
Primary Rate: filter by primary rate category
Project: filter to a specific project
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Unweighted / Weighted: toggles whether the residual is shown raw or adjusted by probability