⚠️Please note: You must invoice out of Financial Cents to use this report.
The Revenue Insights report gives your firm visibility into various revenue data, helping to highlight which services and activity are driving revenue.
Under Reports > Revenue Insights, you can track items like:
Average revenue per client
Average revenue per employee
Total revenue
Recurring vs one-time revenue, month by month
Revenue by service item
Accepted proposals from clients, month by month
And compare these items to previous periods.
You can further drill down into your firm's revenue data by filtering by a specific client, client group(s), or service item(s) using the filter options at the top of the page.
Clicking on "View All" in the bottom right corner of each graph shows additional information about the items used to generate the displayed data.
Lastly, Owners can control which roles on the account (e.g. Admin, Member, or Contractor) can view the Revenue Insights report by modifying the settings under Invite Team > User Permissions. By default, only Owners have access to this report.