Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
Dashboard Overview
Monograph's Dashboard provides a quick snapshot of your relevant projects, deliverables, and other information. Depending on an individual's permission level, valuable insights such as business performance and team capacity will also be visible.
⭐️ If there are any pending items to review in the Smart Inbox, when you login to Monograph, you will default to the Smart Inbox instead of the Dashboard.
Learn more about using the Smart Inbox to streamline creating actionable items in Monograph.
In order to view all sections of the Dashboard, an individual must be an Admin user or have all of the following permissions enabled:
Edit Staffing
View Financial Reports
View Team Reports
View Invoices & Bills
Continue reading to learn more about each section of the Dashboard.
Business Performance
The Business Performance section includes a snapshot of the Net Profit and Utilization Rate for the last 3 months, as well as the Projected Operating Profit and Projected Firm Capacity for the next 3 months, for all projects.
Net Profit - total revenue less costs over the last three full months.
Click "View Profit" to be taken to the Profit Report.
*If QuickBooks Online isn't enabled, Estimated Operating Profit will be shown instead.
Utilization Rate - average utilization rate over the last three full months.
Click "View Utilization Rate" to be taken to the Utilization Report.
Projected Operating Profit - total revenue less costs over the next three full months.
Click "View Profit Forecast" to be taken to the Profit Forecast Report.
Projected Firm Capacity - the percentage of total available working hours in the next three months.
Click "View Staffing" to be taken to the Staffing 3-Month view.
In order to view this section, the following permissions must be enabled.
Edit Staffing
View Financial Reports
View Team Reports
Team Work Insights
The Team Work Insights section shows high-level insights into which team members and projects are overstaffed or over budget.
Projects with phases over budget - shows the number of phases currently where the total logged value exceeds the total planned budget.
Click on the widget for a Project View list filtered to projects with over-budget phases.
Projects with phases trending over budget - shows the number of phases currently where the total logged plus total allocated value exceeds the total planned budget.
Click on the widget for a Project View list filtered to projects with trending overbudget phases.
Team members over capacity - shows the number of team members over capacity.
Click on the widget for a People View list filtered to all overstaffed team members.
In order to view this section, the following permissions must be enabled.
Edit Staffing
Recent Projects
The Recent Projects section shows the six most recently viewed projects, including the ratio of logged hours vs planned hours for each project.
Click on View All to view the Projects Overview page.
Click on any line in this section to view the Project-specific Overview for the specific project shown.
All team members can view this section regardless of permissions, except for the following:
If a team member has "View Financial Reporting" permissions enabled, the percent is shown as a ratio of the money values for logged vs planned.
If a team member does not have "View Financial Reporting" permissions enabled, the percent is shown as a ratio of the hourly values for logged vs. planned.
Timesheets
The Timesheets section shows the total hours logged so far this week and the total hours logged last week. As hours are entered in the timesheet during the week, the circular gauge will fill in based on the hours logged compared to the total hours entered in the team member's Compensation settings.
Click on Hours logged this week to go to this week's timesheet.
Click on Hours logged last week to go to last week's timesheet.
All team members can view this section regardless of permissions.
Assigned Deliverables
This section will only appear if your firm uses Deliverables within Monograph. If not, then the "Assigned Work This Week" section will appear instead.
The Deliverables section shows all deliverables (that have a due date) that have been assigned to any team member. If a deliverable does not include a due date, it will not be included here.
Deliverables overdue - see any assigned deliverables that have a due date in the past.
Deliverables due this week - see any assigned deliverables that are due in the current Monday-Sunday period.
Deliverables due next week - see any assigned deliverables that are due in the next Monday-Sunday period.
All team members can view this section regardless of permissions.
Assigned Work This Week
This section will only appear if your firm does not use Deliverables within Monograph. If Deliverables are used, then the "Assigned Deliverables" section will appear instead.
This section shows the allocated hours for the top three phases (or overhead categories) in the current week by total hours.
Click on View All to view the current week in Staffing.
Click on any line in this section to view Staffing for the specific project/phase or overhead shown.
All team members can view this section regardless of permissions.
Invoices & Bills
The Invoices & Bills section shows a snapshot of past due and unpaid invoices, logged hours that are unbilled, as well as any bills that need to be paid.
Past Due Invoices - the total dollar amount of all past due invoices, along with the number of past due invoices.
Click "View past due invoices" for a list of all invoices using the "Past Due" status.
Unpaid Invoices - the total dollar amount of all unpaid invoices, along with the number of unpaid invoices (excluding draft invoices).
For any partially paid invoices, only the remaining amount owed is included.
Click "View unpaid invoices" for a list of all invoices using the "Open" status.
Bills - the total dollar amount of all bills due, along with the number of bills due.
Click "View consultant bills" for a list of all bills using the "Client Paid" status.
Unbilled Amount - the total dollar amount of “Current unbilled” hours logged.
Click "View Unbilled" for a list of all projects with any unbilled balances.
In order to view this section, the following permissions must be enabled.
View Invoices and Consultant Bills