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The Overview tab provides valuable insights into your financial activities, allowing you to analyze key metrics regarding your revenue over a selected time frame. This information is crucial for understanding your financial health and making informed business decisions. Finance Overview

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Key Metrics

In the Overview tab, you can analyze the following key metrics:
  • Total Revenue: This metric displays the total invoiced amount within the selected time frame.
  • Billable Hours Distribution: A visual representation showing the ratio between billed and unbilled hours. The donut chart displays the percentage split, with tooltips showing exact hours.
  • Outstanding Billable Hours/Amount: This section shows both unbilled hours and their corresponding monetary value, helping you track potential future revenue.

Profitability

How earnings, cost, and profit are calculated across the workspace.

Finance metrics

Detailed explanation of finance metrics and what impacts them.

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Monthly Overview

The dashboard includes a comprehensive monthly view that tracks four key indicators:
  • Billed Hours
  • Unbilled Hours
  • Revenue
  • Unbilled Revenue
This stacked bar chart visualization allows you to:
  • Track monthly trends
  • Compare billed versus unbilled work
  • Monitor revenue patterns
  • Identify peak activity periods
Use the date selector at the top to customize the time period for viewing these metrics. You can choose from preset options like “This year” or use the calendar to select specific dates. You can also filter by Proposed and Confirmed projects to focus metrics on the pipeline stage you care about.

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Benefits of the Overview Tab

Utilizing the Overview tab effectively enables you to:
  • Monitor billable versus non-billable time
  • Track actual versus potential revenue
  • Identify billing patterns and opportunities
  • Make informed decisions about resource allocation and invoicing
  • Maintain clear visibility of your financial performance
To maximize profitability, regularly monitor your Billable Hours Distribution and Outstanding amounts. Aim to keep at least 75-80% of hours billed, review unbilled work weekly so it does not age beyond 2-3 weeks, and convert unbilled hours to invoices within the same month they were worked. Use the Monthly Overview for consistent billing cycles, and pay special attention when the billed percentage drops below 70%.
This tab serves as a vital tool for ensuring that your workspace remains financially healthy and organized, with a clear focus on both completed billings and future revenue opportunities.