BI Analytics — Revenue Overview
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Who can do this
Section titled “Who can do this”Available on the Elite plan with the billing feature active, currently in beta with selective customer access.
Where to find it
Section titled “Where to find it”Path: BI Analytics > Revenue & Profitability > Revenue Overview (default report when you click Revenue & Profitability)
| KPI | What it tells you |
|---|---|
| **Revenue** | Confirmed (sent + paid) invoice amount |
| **Operating profit** | Revenue − labor cost − overhead |
| **Realization %** | Confirmed revenue / production value × 100 (blank when no confirmed invoices) |
| **Write-on/off** | Net edits to invoice rows after lock |
| **Average DSO** | Average days to payment, amount-weighted |
How to use it
Section titled “How to use it”CFO Monday review
Section titled “CFO Monday review”- Sort by Revenue desc — see top contributors
- Sort by Realization asc — find the leakers
- Click the High write-off chip → filters to clients with big discounts
- Drill in to understand: scope creep, retainer absorption, or billing error
Revenue concentration check
Section titled “Revenue concentration check”- Period = last 12 months
- Sort by Revenue desc — top contributors visible
- Look at the Revenue concentration KPI — if top client is >25% of revenue, concentration risk chip fires
Health chips most common here
Section titled “Health chips most common here”Slow payment, High write-off, Low realization, High overdue, AR aging risk, Concentration risk; Fast payer, Star client, Rate increase opportunity (positive).
Troubleshooting
Section titled “Troubleshooting”Realization is blank for a client
Section titled “Realization is blank for a client”No confirmed invoices yet for that client in the period. Blank ≠ zero — see KPI glossary.
Revenue here doesn’t match my accounting export
Section titled “Revenue here doesn’t match my accounting export”BI Analytics shows confirmed (sent + paid) invoices for the selected period. Accounting exports may include drafts or use different period semantics (cash vs accrual). Compare the same period and same statuses to reconcile.
Operating profit shows negative
Section titled “Operating profit shows negative”Labor + overhead exceed revenue. Either the rate is too low, the team is too senior for the work, or the client gets more delivery than they pay for.