Financial Analytics

Overview

Understand your business performance with clear totals for what you spent internally and what you billed to clients, plus quick access to uninvoiced amounts.

What you can measure

• Total Spent (internal): Team cost based on user pay rates for the selected period.
• Total Billed (external): Billable value based on project/user bill rates for the selected period.
• Uninvoiced amounts:
  • Uninvoiced to clients: Work completed that hasn’t been invoiced to clients yet.
  • Uninvoiced from team: Internal cost for completed work that isn’t yet invoiced internally.

Where to see these metrics

• Reports page
  • Totals panel: Shows Total Hours, Total Spent, and Billed Amount for your current filters.
  • Details table: When permitted, each row shows Spent and Billed next to Time so you can compare by project, date, member, client, or task (based on group‑by).
  • Export: Download your filtered report to Excel.
• Dashboard
  • Financial summary: “Total Spent” and “Total Billed” cards for your selected date range.
  • Uninvoiced cards: Quick totals for “Uninvoiced to clients” and “Uninvoiced from team,” with links to the corresponding reports.

Filters and grouping

• Date range: Analyze any period.
• Group by: Project, Date, Member, Client, or Task (affects how totals are shown in the table and chart).
• Projects, Members, Clients: Narrow down to the exact scope you need.
• Reset: Restore defaults in one click.

Multi‑currency support

• If your team logs time in multiple currencies, you’ll see per‑currency sums.
• An approximate total in your team’s base currency is shown for quick comparison.

Profitability checks

• Compare Spent vs. Billed by project, client, member, or task using the group‑by and table totals.
• Use the Reports export to share or analyze profitability outside the app.