The Overview tab provides valuable insights into your financial activities, allowing you to analyze key metrics regarding your revenue over a selected time frame. This information is crucial for understanding your financial health and making informed business decisions.

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Key Metrics

In the Overview tab, you can analyze the following key metrics:

  • Total Revenue: This metric displays the total invoiced amount within the selected time frame.

  • Billable Hours Distribution: A visual representation showing the ratio between billed and unbilled hours. The donut chart displays the percentage split, with tooltips showing exact hours.

  • Outstanding Billable Hours/Amount: This section shows both unbilled hours and their corresponding monetary value, helping you track potential future revenue.

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Monthly Overview

The dashboard includes a comprehensive monthly view that tracks four key indicators:

  • Billed Hours
  • Unbilled Hours
  • Revenue
  • Unbilled Revenue

This stacked bar chart visualization allows you to:

  • Track monthly trends
  • Compare billed versus unbilled work
  • Monitor revenue patterns
  • Identify peak activity periods

Tip: Use the date selector at the top to customize the time period for viewing these metrics. You can choose from preset options like “This year” or use the calendar interface to select specific dates. Additionally, you can use the calendar interface to select specific dates or ranges as needed.

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Benefits of the Overview Tab

Utilizing the Overview tab effectively enables you to:

  • Monitor billable versus non-billable time
  • Track actual versus potential revenue
  • Identify billing patterns and opportunities
  • Make informed decisions about resource allocation and invoicing
  • Maintain clear visibility of your financial performance

Pro Tip: To maximize profitability, regularly monitor your Billable Hours Distribution and Outstanding amounts. For optimal financial health:

  • Aim to maintain at least 75-80% of your hours as billed, with no more than 20-25% unbilled at any time
  • Schedule weekly billing reviews - unbilled hours should not age beyond 2-3 weeks
  • Use the Monthly Overview to establish consistent billing cycles (e.g., every 2 weeks or monthly)
  • Set alerts or reminders when unbilled hours exceed 25% of total hours
  • Convert unbilled hours to invoices within the same month they were worked to maintain accurate monthly revenue tracking
  • Pay special attention to periods where the billed percentage drops below 70%, as this may indicate process inefficiencies

This tab serves as a vital tool for ensuring that your workspace remains financially healthy and organized, with a clear focus on both completed billings and future revenue opportunities.