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The Quarterly Recap provides a summary of your firm's performance each quarter, using your firm's data in Monograph to highlight key outcomes, trends, and opportunities. There's no setup or report building required.
A new Quarterly Recap is automatically generated on the first day of each quarter and reflects your firm's performance from the quarter that just ended.
Each recap is based on the information available at the time it's generated. Keeping your firm's information up to date throughout the quarter helps ensure your next recap provides the most complete insights possible.
🚨 Only Admins and users with "View Financial Reports" permissions enabled are able to view the Quarterly Recap.
Viewing your Quarterly Recap
Beginning on the first day of each quarter, a banner will appear in the Monograph Dashboard when your latest Quarterly Recap is available. Select the banner to open your recap.
Once you've clicked on the banner, it will no longer appear. However, you can continue to access your current and previous Quarterly Recaps at any time by navigating to the Review page under Analytics.
From the Review page, you can:
View the full recap directly in Monograph
Select Present to view the recap as a slideshow, making it easy to walk through with your team or firm leadership
Export the recap as a PDF to download or share
Switch between quarters to view previously generated recaps
What's Included
Each Quarterly Recap brings together key areas of your firm's performance to help you understand how the previous quarter went and identify areas to focus on moving forward.
Depending on the data available for your firm, your recap may include insights into:
Revenue: How much your firm earned during the quarter
Profit: Your firm's profit and the factors that contributed to it
Utilization and staffing: How your team's time was spent and how staffing affected performance
Pipeline: How leads progressed and closed during the quarter, if your firm subscribes to Pipeline
Recommendations: Suggested areas to focus on based on your firm's performance and available data
Forward look: Insights into how the upcoming quarter is shaping up
Recommendations and written insights are generated using AI based on your firm's Monograph data and best practices for firm management.
AI-Generated Recommendations
The recommendations included in your Quarterly Recap are generated using AI. They consider your firm's available performance data alongside best practices for managing architecture and engineering firms to identify trends and potential areas of focus.
These recommendations are intended to provide additional context when reviewing your firm's performance. Your firm's goals, operations, and circumstances should always be considered when deciding what actions to take.
Missing Information
Some insights require specific firm data to be available in Monograph. If there isn't enough information to generate a section of your recap, we'll let you know what's missing and, when applicable, direct you to the appropriate area in Monograph to add or configure that information.
For example, you may be prompted to connect QuickBooks Online, add compensation information, or complete other setup needed to provide additional insights.
Adding missing information will help improve future Quarterly Recaps, but it will not regenerate or update a recap that has already been created. Each recap reflects the information available when it was generated at the beginning of the quarter.
💡 If your firm doesn't currently subscribe to Pipeline, Pipeline insights will not be included in your recap. Instead, you'll see information about what's available with Pipeline and how to access it.
Presenting and Sharing Your Quarterly Recap
Quarterly Recaps can be presented directly from Monograph or downloaded to share with others.
From your Quarterly Recap:
Select Present to open your recap in a slideshow format that can be used to walk your team or firm leadership through the quarter's performance.
Export the recap as a PDF to download, save, or share outside of Monograph.
Frequently Asked Questions
Why is information missing from my Quarterly Recap?
If there isn't enough data available to generate an insight, your recap will identify what's missing and, when applicable, direct you to where that information can be added or configured in Monograph.
Adding the missing information will help provide more complete insights in your next Quarterly Recap. Previously generated recaps will not be updated or regenerated.
Can I regenerate or update a Quarterly Recap?
No. Quarterly Recaps reflect the information available when they are generated at the beginning of each quarter. Changes made afterward will be reflected in future recaps rather than updating a previously generated recap.
Where did the Quarterly Recap banner go?
Once you've selected the banner to view your Quarterly Recap, the banner will no longer appear. You can still access your recap at any time by navigating to Analytics > Review.
Can I share my Quarterly Recap?
Yes. You can export your Quarterly Recap as a PDF to share outside of Monograph or select Present to walk through the recap in slideshow format.
How can I provide feedback on my Quarterly Recap?
We'd love to hear whether the insights and recommendations in your Quarterly Recap are useful and relevant to your firm. To share feedback, reach out to our Support team via email or through the in-app messenger in Monograph.
💡 When using the in-app messenger, you can easily leave feedback by selecting "I have a feature request or feedback" from the main menu.