The financial performance dashboard provides easy to read analytics of the financial performance of your business, based on completed and archived tasks. Business owners and accounting staff can see the long term revenue profitability trends in their business, and get an understanding of profitability trends, seasonal revenue and long term trends, and the make-up of your revenue and costs over time. For each view on this dashboard, you can also see how these numbers compare to the previous year.

NOTE: All financial data shown within the revenue sections are sorted using the invoiced date.

To access the financial performance dashboard:

Go to Insights and reporting > Finance > Financial Performance

At the top of the dashboard you can adjust filters see the financial performance of a particular year, based on account manager, service group, and branch. You can switch between financial and calendar years and see the analytics of previous years.

Tracks the monthly revenue, costs, and profit for the year. For each month you will see breakdowns for target, actual, change over the previous year, and profit margin. Hovering the mouse over the bar graphs for a particular month will display revenue numbers for that month.

Monitor your monthly revenue against historical data to understand your recurring growth cycles. This view provides a summary of total net invoiced value, total invoices, and average invoice value.

The month by month breakdown summarises number of invoices, net revenue, and compares performance across 1 year and 3 years.

This view provide a breakdown of revenue by default task categories, for which the timeframes are based on the invoiced date.

For each month of the selected year this view displays breakdowns of actual revenue, change compared to the previous year, and the total revenue.

This tracks the costs of business across labour, materials, subcontracted, expense, and overall total costs.

The graph will display costs and compare them against the revenue for that month (indicated by the plot line).

This view provides a breakdown of revenue by each cost type, as well as total costs, revenue and margin.