Financial Overview

Understand financial aspects of your business across 4 key dashboards giving you unprecedented insight to help improve processes and see where revenue could be recognised.

• Splits - See commission split information alongside deal Gross Profit for your consultants. Apply filters to narrow in on the information that you need.
• Financial Transaction - A detailed view of transactions by type or date alongside expected margins and timesheet margins as well as the top 5 active runners by client.
• Trends - See trends over time and associate Fees by created date, issues date and recognised date as well as both total and cumulative fees by month and year.
• Breakdowns - A clear view of breakdowns of fees by status, created date, issued date and recognised date with filters designed to give you more granulated data.