Revenue Reports

The Revenue Report provides analytics on all income — both from paid invoices and direct payments — letting you track total revenue trends over time and see how revenue is distributed across team members. Revenue is based on invoices marked as Paid, with a separate view of unpaid (Sent) invoices.

Accessing Revenue Reports

1. Navigate to Reports from the main navigation menu.
2. Click the Revenue Report card.

Revenue report page

Summary Cards

Summary cards at the top show key metrics for your current filters:

• Total Revenue — Combined total of all invoice revenue and direct payment revenue.
• Invoice Revenue — Revenue from paid invoices only.
• Unpaid Invoice Revenue — Total of invoices that have been sent but not yet marked as paid.
• Direct Payment Revenue — Revenue from activities paid directly (on the spot).

Revenue Chart

The chart shows revenue over time as a line chart. A Total Revenue line shows the combined income from both paid invoices and direct payments, and each team member is represented by a separate colored line showing their individual contribution. An Unpaid series (shown as a dashed line) visualizes sent but unpaid invoice amounts, so you can see the gap between invoiced and paid revenue.

How User Revenue Is Calculated

Revenue is attributed to team members based on activity assignments:

• If an activity is assigned to one user, that user receives the full activity revenue.
• If an activity is assigned to multiple users, the revenue is split equally among them.
• Line item revenue is distributed proportionally among all users with activity revenue on that invoice.
• For direct payments, the route assignment is checked first. If no route assignment exists, the user who recorded the payment is attributed.

Interacting with the Chart

• Hover over data points to see exact revenue amounts for that date.
• Click a team member's name in the legend to show or hide their revenue line.
• The chart auto-scales based on visible data series.

Chart Granularity

Control how data points are grouped:

• Daily — One data point per day.
• Weekly — One data point per week.
• Monthly — One data point per month.

Revenue report chart with multiple user lines

Filters

Narrow the report using the following filters:

Client Filter

Select one or more clients to include. Leave empty for all clients.

User Filter

Select one or more team members to view only their revenue contribution.

Date Range

Preset	Description
Last 3 Months	Revenue from the most recent three months
All Time	All available revenue data
Custom	Select specific start and end dates

Cancelled Activities

Cancelled activities are excluded from revenue calculations. They do not contribute to Total Revenue, Invoice Revenue, or Direct Payment Revenue figures, and are not counted in chart data. This ensures your revenue reports reflect only actual or expected income.

Invoice List

Below the chart, a table lists all invoices matching your filters:

Column	Description
Invoice Number	Clickable link to the invoice detail page
Client	The client name
Activities	Number of activities on the invoice
Status	Paid or Sent (unpaid)
Sent Date	When the invoice was sent
Total	The invoice total amount

Click an invoice number to navigate directly to its detail page.

Direct Payments List

Below the invoices table, a second table lists all direct payments matching your filters:

Column	Description
Activity	Clickable link to the activity detail page
Client	The client name
Paid At	When the payment was recorded
Paid By	The team member who recorded the payment
Amount	The payment amount

tip

Use the User filter to compare revenue across team members, or filter by a single client to see their complete revenue history from both invoices and direct payments.

What's Next?

• Activity Reports — Forecast revenue from upcoming scheduled activities.
• Invoice Journal — Detailed tax reporting with VAT breakdowns.
• Exporting Data — Export report data for external use.