Understanding the dashboard
The Profitability Overview Dashboard offers a simplified overview of revenue streams and expenses that highlights how the business is faring at a glance. This dashboard offers a quick assessment of profitability performance over a defined period.
Why is it important?
The Profitability Overview Dashboard provides you with the following relevant information:
Provides key indicators for determining business sustainability and growth
Enables identification of fluctuations in profit margins relevant with billing and job completion
Offers insights into opportunities and potential risks in maintaining good business relations based on profitability performances
Explore the Profitability Overview by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
How can I filter data for a specific client in the Profitability Overview Dashboard?
Click on the client’s name in the list or on a point in the graph to filter the dashboard data for that client. This makes it easy to focus on specific client data.
How is the profit percentage calculated in the dashboard?
Profit percentage is calculated by dividing profit by billing amount. It shows the percentage of profit made for each dollar of revenue.
What are the options for defining the date range in the dashboard?
You can define the date range by picking from available options or entering specific start and end dates. You can also change the range by selecting items or points directly on the graph.