The Finance dashboard offers a long-term perspective on your organisation’s financial health. It allows leadership to visualise historical performance over a rolling 6-month period and project future income based on active work.
Access Level: Restricted to Primary Admin, Admin, and Finance Manager roles.
Each KPI tile serves as a gateway to a specific visualisation of your financial health.
- AVG Revenue (per month): Displays the mean total revenue generated each month.
- AVG Milestone Revenue (per month): Focuses specifically on revenue from project milestones.
- AVG Project Member Revenue (per month): A productivity view that breaks down revenue per resource per project.
Next: Project Manager