The Revenue Report pulls insights from your project budgets, hour allocations, hours logged, and issued invoices to give you a forecast of your revenue in addition to a historical view.

To access the Revenue Report, navigate to Analytics in the Menu Bar on the left-hand side of the screen and then click on Revenue below Projects.

Summary Statistics - the large numbers at the top of the page indicate important summary statistics based on the filters we apply at the top of the page.

Bar Line Graph - the colorful bar line graph is a visual representation of your work across the selected timeframe. This will be grouped by day, month, or year based on the length of your selected timeframe. Underneath the graphs is a key.

Single Project Highlight - hovering over the colored segment of a project will highlight it throughout the chart and give you the sum of its fee and hours for that period.

Date Amount - hovering over the date will display the total planned, logged, and invoiced hours and fees for that day, month, or year.

Beneath the bar line graph, you'll see a by-project breakdown based on your selected timeframe and filtering criteria. Clicking on a Project's Name will open that project's Specific Overview Page.

For each project, we highlight the following: status (proposed, active, paused, canceled, completed), whether it's billable or not, the Fee (Planned), the Fee (Logged), and the Fee (Issued).

Additional columns showing information related to Square Footage and Construction Costs can be added by clicking on the icon in the right corner above the charge and then selecting the columns that should be shown within the report.

🚨 If a project has a planned fee but no planned hours, it means that no hours were allocated to your team for that project or phase despite it having a budget. To fix this, you'll need to go back into that project and edit the allocations.

Planned fees and planned hours are derived from the hours entered in the Project Budget. Logged fees and logged hours are derived from the hours logged in Timesheets.

All of the Project information you see on the screen comes directly from the Project Budget. If the information in the Project Budget is incomplete or inaccurate then your reports will be inaccurate.

For Project information to be included in this report, it must have the following:

For Invoice information to be included in this report, invoices must be issued (ie. Open, Paid, or Past Due).

🚨 Amounts reflected in this report do not pull in Consultants, Expenses, Retainers, or Other Items.

How much billable work will I have in this time period?

Select a date range and filter the status to active and fee type to billable.

How many of my upcoming projects have been paused or cancelled?

Select date range and filter status to paused and cancelled.

How much of my project revenue is coming from a category(ies)?

Select date range and filter by categories such as 'Commercial' or 'Residential'. You can select one or several.

If I only worked on these projects would I have enough revenue?

Select a date range and filter projects to include only one or several.

What does my future workload look like? Which months in the next 12 months have the most/least work?

Select a date range and filter the status to active and proposed.

How much time and money was consumed across all completed, billable projects last year compared to what was originally planned?

Select a date range, filter the status to completed, and add the 'billable' filter.

Admins will have access to this report. In order to allow other users to have access, you'll want to make sure you have 'View Financial Reports' enabled.

If you do not see the Reports option, it means your current access level does not permit you to see Financial Reports. Please speak to an Admin for assistance.