Time & financial dashboard
See tracked time, billable work, revenue, costs, and margins. Switch between time and financial data using a single dashboard.
See work at a glance
Dashboard includes separate views for time and financial data. Switch between Time and Money to review tracked hours, billable work, revenue, costs, and margins. Use filters to focus on specific teams, projects, or clients.
Time dashboard
Review tracked time across people, teams, projects, and clients.
- Total tracked, billable, and non-billable time
- Time data for the selected period
- Breakdown by people, teams, projects, and clients
- Filters for dates, teams, and projects
Money dashboard
Review revenue, costs, and margins based on tracked time.
- Project-level financial data
- Revenue, cost, and margin totals
- Daily revenue and cost breakdown
- Breakdown by members and teams
Answer operational questions faster
Where is time being spent?
See how tracked time is distributed across people, teams, projects, and clients.
How much work is billable?
Review billable and non-billable time for the selected period.
Which projects are the most profitable?
See revenue, costs, and margins for individual projects.
How is work distributed across teams?
See how tracked hours are divided between teams during the selected period.
FAQ
Can everyone see financial data?
No. Financial data is available only to Owners and Admins. Managers can view time tracking and compliance data for their assigned teams and projects, while Users can only access their own data.
Does Dashboard update automatically?
Yes. Dashboard updates automatically when tracked time, billing rates, or cost rates change.
Why don’t team totals always match the overall total?
If people belong to multiple teams, their tracked time appears in each team. As a result, the combined team totals may not match the overall total.
Does Dashboard replace reports?
Dashboard provides a high-level overview of tracked time and financial data. Reports are designed for more detailed time analysis, filtering, and compliance reporting.
Can I filter Dashboard by project?
The Money dashboard displays financial data for one selected project, while the Time dashboard lets you filter by multiple projects.