Company dashboard

The three-tab executive dashboard covering monthly KPIs, revenue leakage, and unbilled work age.

The Company dashboard gives leadership a real-time view of financial performance. It is split into three tabs — Overview, Revenue Leakage, and WIP Age — each focused on a different dimension of delivery health.

Month selector

A month slider sits at the top of the dashboard. Use the arrows to navigate backwards or forwards one month at a time. The KPI cards on every tab always reflect the selected month. Charts that show a rolling trend load once and are not affected by the month selector.

Overview tab

The Overview tab surfaces monthly effort KPIs alongside an invoicing trend, timesheet compliance trend, and a work at risk summary.

KPI cards

Timesheet Compliance turns red when it falls below 70%. The weekly breakdown below the cards shows compliance per week in the selected month.

Note: When the current month is selected, Forecast Revenue is capped at today, on this tab and on the Revenue Leakage tab. Only weeks up to and including today are included in the forecast total, which stops future planned work from inflating the figures mid-month. For any past or future month, the full month’s forecast is used.

Invoicing trend

The Invoicing Trend bar chart shows the total invoiced amount per month over the previous 12 months and the current month. Each invoice is placed in the month it was sent, or the month it was paid where it was never marked as sent.

Timesheet compliance

The Timesheet Compliance bar chart shows weekly timesheet compliance over roughly the previous three months of completed weeks. Each bar is green at 80% or more, yellow from 50%, and red below 50%.

Work at risk

A table listing projects where effort has been delivered without a commercial basis to recover it. There are two risk categories:

• Unsold: projects that have actual hours logged but are not yet in the Sold or In Progress status. The value at risk is the actual hours multiplied by the project rate.
• Overrun: projects where actual hours exceed the baseline plan. The value at risk is the overrun hours multiplied by the project rate.

Completed projects are left out, since they can no longer be acted on.

The total value at risk is shown in the top-right corner of the section.

Revenue Leakage tab

The Revenue Leakage tab compares forecast revenue against actual billable value delivered, and identifies the projects driving any gap.

Revenue Leakage KPI cards

Revenue Leakage turns red when forecast exceeds actual, and Leakage % turns red when it exceeds 10%.

As on the Overview tab, Forecast Revenue is capped at today when the current month is selected, so Revenue Leakage only compares the forecast up to today with what has been delivered.

Revenue leakage trend

The Revenue Leakage Trend chart shows planned revenue and actual revenue as bars for each of the previous 12 months, with revenue leakage drawn as a line over them. The current month is included up to today. Use this to identify months where delivery fell short of the plan.

Projects with revenue leakage

The Projects with Revenue Leakage table ranks up to 20 billable projects by the size of their gap between planned and actual value, so projects that have delivered more than planned appear as well as those that fell short. For each project it shows the forecast value, actual value, leakage amount, and leakage percentage. Not won, cancelled, and archived projects are excluded. Leakage is calculated as the project’s planned billable value across its whole schedule minus the actual billable value delivered to date.

WIP Age tab

The WIP Age tab shows how long unbilled billable work has been sitting on active projects, helping identify stale WIP that may be at risk of not being invoiced. Completed projects are left out of the age distribution and the WIP projects table.

WIP Age KPI cards

WIP age distribution

A bar chart grouping unbilled billable work into four age buckets based on the date the work was performed:

WIP projects

A table listing each project with unbilled work, broken down by the same four age buckets. Use this to identify specific projects that need invoice action.