Read the Studio overview
A one-page view of hours, staff cost, revenue, outstanding invoices, budget burn and team capacity for any period.
The Studio overview is the quickest way to see how the studio is doing in a period.
Steps
- Open Reports > Overview and choose a period.
- Read the four figures at the top: Hours logged, Studio cost, Revenue and Outstanding. Each is compared with the previous period of the same length.
- Read Studio P&L summary: revenue, costs, net position and margin.
- Read Hours logged trend: billable and non-billable hours over the period.
- Further down, check Top projects by budget burn, Overdue invoices and Team capacity.
Good to know
- If someone has no hourly rate, a note says their hours are valued at zero, so costs are understated. Set rates in Change a member's role or hourly rate.
- Revenue counts invoices sent, paid or overdue in the period.
- Outstanding and Overdue invoices are as of today, whatever period you choose.
- In Top projects by budget burn, the chip is green under 75%, amber from 75% to 90%, and red over 90%.
- Team capacity here is hours logged against each person's weekly hours, for the chosen period.
- Studio cost and the P&L summary are shown to admins and managers only.