The Financial Performance Dashboard gives you a complete view of your financial health based on completed and archived tasks. Use it to understand profitability trends, identify seasonal patterns, and analyze how your revenue and costs break down by category.

💡 What You'll Learn:

How to access and filter the dashboard
Understanding the four key sections: Financial Overview, Revenue Overview, Revenue Breakdown, and Cost Breakdown
How to compare performance year-over-year

Accessing the Dashboard

On the Uptick Web Platform:

Go to Insights and Reporting in the navigation bar
Select Finance
Click Financial Performance

📌 Note: All financial data is based on the invoiced date and includes only completed and archived tasks.

Filtering Your Data

At the top of the dashboard, you can customize your view using these filters:

Time Period: Switch between financial years, calendar years, quarters, or months
Account Manager: Filter by specific account managers
Service Group: Focus on particular service types
Branch: View performance by location

Tip: Combine multiple filters to drill down into specific areas of your business (e.g., a specific account manager within a particular branch).

Dashboard Sections

1. Financial Overview

What it shows: Monthly revenue, costs, and profit for the selected year.

Key metrics:

Total Net Invoiced Revenue - All invoiced amounts after credits
Total Costs - Labour, materials, equipment, expenses, and subcontracted costs
Gross Profit - Revenue minus total costs
Profit Margin - Profit as a percentage of revenue

Month-by-month breakdown includes:

Actual revenue and costs for each month
Comparison to the previous year's equivalent month
Profit margin percentage

How to use it: Hover over the bar graphs to see detailed revenue numbers for any month. Compare current performance against targets and previous years to spot trends.

2. Revenue Overview

What it shows: Revenue trends with historical comparisons.

Key metrics:

Total Net Revenue - Sum of all invoiced revenue
Total Invoices - Number of invoices created
Average Invoice Value - Total revenue divided by invoice count
1-Year Comparison - Performance vs. last year
3-Year Comparison - Long-term trend analysis

How to use it: Identify seasonal revenue patterns and understand your growth trajectory over multiple years. The month-by-month table shows invoice counts and revenue with 1-year and 3-year comparisons.

3. Revenue Breakdown

What it shows: Revenue split by task category (Callout, Inspection, Repair, Other).

What's included:

Callout Revenue - Emergency and reactive service work
Inspection Revenue - Assessment and testing tasks
Repair Revenue - Maintenance and repair work
Other Revenue - All other service types

How to use it: Understand which service types drive your revenue. Compare each category against the previous year to see which areas are growing or declining. This helps you make informed decisions about resource allocation and service focus.

4. Cost Breakdown

What it shows: Business costs by category with revenue comparison.

Cost categories:

Labour Costs - Time sessions from technicians (on-site, travel, and other labour)
Material Costs - Parts and materials from purchase orders and warehouse transfers
Equipment Costs - Tools and equipment purchases
Expense Costs - Travel, fuel, and other expenses
Subcontracted Costs - External contractor work

How to use it: The graph displays costs by category and compares them to revenue (shown as a plot line). The table provides detailed breakdowns including:

Total costs by category
Year-over-year cost comparisons
Revenue and margin calculations

💡 Tip: Monitor your cost-to-revenue ratio to ensure profitability. If costs are rising faster than revenue, investigate which categories are driving the increase.

Understanding Your Data

How Costs Are Calculated

Labour: Completed time sessions × technician cost rates
Materials: Received purchase orders + warehouse stock transfers
Other costs: Received purchase orders by category (equipment, expense, subcontracted)

Important Notes

Data updates in real-time - Changes to invoices or tasks appear immediately
Only completed and archived tasks are included in the metrics
All amounts are displayed in your system's configured currency
Year-over-year comparisons automatically use the equivalent period from the previous year
Export options: Currently, you can copy and paste tables into Excel (no direct export available)

Common Questions

Q: Why don't I see recent work in the dashboard? A: Only completed and archived tasks appear in the Financial Performance Dashboard. Make sure tasks are marked as complete and archived to include them.

Q: Can I export this data? A: There's no direct export button, but you can copy and paste the tables into Excel for further analysis.

Q: How do I see more detailed breakdowns? A: For task-level detail, use the Task Profitability report. For client-specific analysis, check the Client Profitability Dashboard.

Q: Can I see forecasted revenue? A: The Financial Performance Dashboard shows historical data only. For revenue forecasting, use the PM Forecast Dashboard under Insights and Reports > Operations.