Dashboard reference

Planned vs actual vs invoiced

These values are only calculated using projects that are in the status "In progress".

Monthly income

Values for the categories on the monthly income are calculated for all project statuses except those that are complete.

The project statuses map to the values in the following way:

• Actual Income: Invoiced income for weeks in the past.
• Revenue Loss: Planned hours not invoiced for weeks in the past.
• Planned Income: Planned hours on active projects for this month.
• Pipeline (future): Planned hours for projects in Pipeline and Proposed phases.
• Probable (future): Planned hours for projects in Awaiting Order phase.
• Secured (future): Planned hours for projects in Sold and In Progress phases.