> For the complete documentation index, see [llms.txt](https://help.agencydesk.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.agencydesk.io/admin/reports/financial-summary.md).

# Financial Summary

Review monthly invoiced revenue, set overall and individual targets, compare revenue with supplier costs on invoiced work, and print each Financial Summary card.

The **Financial Summary** report shows monthly invoiced revenue across your agency and its Account Managers. Use it to compare completed months, review the current month so far, set monthly targets, and compare invoiced revenue with the supplier costs shown on invoiced work.

Because Agencydesk was built exclusively for agencies, the report uses the issued Invoices already created through your Job workflow. It helps directors and finance teams review revenue without assembling a separate monthly spreadsheet.

Open **Reports** in the left-hand navigation, then the **Financial Summary** tab. You need Finance access or higher. Amounts use the account currency shown beside Refresh and exclude the tax named on the report, such as VAT. Invoiced revenue means billed sales, rather than cash collected or net profit.

## Choose the period and Account Managers

{% stepper %}
{% step %}

### Choose completed months

Use **Completed months** to choose Last 3, 6, 9, 12, 18, or 24 Months. These are completed calendar months. The current month is shown separately as **Current month so far**.
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{% step %}

### Choose Account Managers

Open **Account managers** and select one or several names, or leave it at **All Account Managers**. Individual cards follow that selection. Names come from the report for the chosen period, including the current month.
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{% step %}

### Choose the combined view

Leave **Show total** on to include the combined card. It reads **Overall Total** for all managers, or **Selected Managers Total** when you select names. Switch it off if you want only the individual cards.
{% endstep %}
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A manager with no issued invoices in the selected period can produce an empty view. Clear the manager selection or choose another period. The report shows manager attribution supplied with its figures; use the underlying Jobs and Invoices when you need to investigate a specific allocation.

## Reading Revenue trend

Each card starts with **Revenue trend**. The chart, completed-month average, target and Monthly values table all follow the same card and period.

| Element                          | What it means                                                                                                                    |
| -------------------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| **Invoiced Revenue**             | Monthly issued-invoice sales. The default revenue colour is green; display settings can change it.                               |
| **Trend**                        | The direction across the completed months. The current unfinished month is excluded.                                             |
| **Monthly Target**               | A fixed blue dashed line and amount label when a positive target is entered and Target visibility is on.                         |
| **Current month so far**         | Invoiced revenue recorded in the current month so far. It is shown distinctly and is not extrapolated into a month-end forecast. |
| **3/6/9/12/18/24-month average** | The average across all completed calendar months in the selected period, including months with no invoicing.                     |

Hover a point or bar for its exact amount. On the combined trend chart, the revenue tooltip also gives the Account Manager breakdown for that month. Open **Monthly values** beneath a card to read the amounts as a table; the current month has its own “so far” row.

{% hint style="info" %}
**Great for** a monthly agency review. A large campaign invoice can create a spike without changing the underlying pace of the business. Compare the completed-month average with the trend, then use individual Account Manager cards to understand where the change came from.
{% endhint %}

## Set overall and individual monthly targets

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### Set the overall target

In the combined card header, enter a nonnegative amount in **Overall monthly target**. A positive amount displays the blue target line and its amount label. Zero leaves that card without a target line.
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{% step %}

### Review the equal shares

Account Managers without a manually entered target use an equal share of the overall target across all managers available in the selected period, including the current month. Selecting fewer managers does not divide the overall target between only those selected.
{% endstep %}

{% step %}

### Set an individual target

Enter the agreed amount in the **Monthly target** field on that manager’s card. A manually entered amount overrides the equal share. Entering **0.00** is also an override; it removes that manager’s target line.
{% endstep %}

{% step %}

### Return to review

Targets are remembered in this browser for the account and your user. They are display preferences, rather than shared company targets, and do not sync to another device. Logout, Reset to Default, or clearing browser storage can remove them.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
For example, an overall monthly target of R300,000 with six managers gives each unset manager a R50,000 share. If one manager’s agreed target is R45,000, enter R45,000 on that card. Changing the overall target later updates the unset shares while keeping that individual override.
{% endhint %}

Individual targets do not recalculate the overall target, and their sum can differ from it. Changing the period can change which managers are available and therefore the equal shares for unset targets.

## Compare Revenue vs costs

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{% step %}

### Switch the card view

Click **Revenue vs costs** on the card you want to review. Green bars show **Invoiced Revenue**; amber bars show **Supplier costs on invoiced work**. The current month appears as a lighter, separately marked “so far” column.
{% endstep %}

{% step %}

### Read the completed-period comparison

The summary beneath the chart compares the sum of completed-month supplier costs with the sum of completed-month invoiced revenue. Its percentage excludes the current month. It is a percentage of those total amounts, rather than an average of monthly percentages. A dash appears when revenue is zero.
{% endstep %}

{% step %}

### Read the monthly amounts

Open **Monthly values** for the revenue, supplier-cost amount and percentage for each month. Use **Revenue trend** to return to the trend chart. Each card remembers its chosen view in this browser.
{% endstep %}
{% endstepper %}

The supplier costs here are attached to issued invoice items. They do not include every purchase, uninvoiced supplier commitment, staff cost or cash payment. The difference between the bars is not a complete agency profit figure.

## Exclude supplier costs from the trend

Turn on **Exclude supplier costs from trend** to use **Revenue less Supplier Costs** in the trend charts and their averages. The Revenue vs costs comparison continues to show full invoiced revenue beside its supplier costs, so that the two views remain useful together.

{% hint style="info" %}
A hosting Cost invoiced at R700 with R250 supplier cost contributes R700 to Invoiced Revenue and R250 to the supplier-cost comparison. With supplier costs excluded from the trend, its contribution to that trend is R450. This helps you distinguish a large supplier purchase from the agency’s retained contribution; staff and other overheads still need consideration.
{% endhint %}

## Display settings

{% stepper %}
{% step %}

### Open Settings

Click the **gear icon** in the report toolbar and choose **Settings**.
{% endstep %}

{% step %}

### Choose the display

Choose **1 Column** or **2 Columns**, the Account Manager sort order, Revenue Color and Trend Line Color, and Line Chart or Bar Chart. For line charts, adjust Line Tension (Curviness), Fill Area and Show Points. Visibility controls show or hide Revenue, Trend and Target.
{% endstep %}

{% step %}

### Save or cancel

Click **Save** to apply the settings, or **Cancel** to leave them unchanged. The target line stays blue. The settings apply to the trend display; Revenue vs costs retains its paired bars.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**Great for** a board pack. Use Bar Chart for a clear month-on-month comparison, then print the combined card. Use the Account Manager cards for the follow-up discussion.
{% endhint %}

The gear menu also offers **Reset to Default**. It resets the Financial Summary display preferences, including saved targets and card views.

## Print or save a card as a PDF

{% stepper %}
{% step %}

### Choose the card

Select the completed period and Account Managers, then locate the combined or individual card you need. Check its monthly target and the supplier-cost option for the trend.
{% endstep %}

{% step %}

### Click the card’s printer icon

Click the printer icon beside its target field. The copy includes both Revenue trend and Revenue vs supplier costs, one below the other, even if only one view was visible on screen.
{% endstep %}

{% step %}

### Save or print

In Chrome’s print dialog, select **Save as PDF** under **Destination** and click **Save**, or choose a printer. Check the preview before sharing it.
{% endstep %}
{% endstepper %}

The copy includes the card’s period, measure, currency, tax label, agency name, average and cost comparison, plus any positive monthly target. Other cards, settings controls and the optional Monthly values table are left off the printed copy. Closing or cancelling restores your chosen screen view. Print each card separately if you need more than one.

## Refresh and use the reports together

Click the circular-arrow **Refresh** button to load current figures. If the report cannot load, use **Retry**. Unavailable figures should not be read as a zero-revenue result.

Use [Billed vs Unbilled](/admin/reports/forecasting.md) to review estimated billable Task value and remaining billing balances on open, active Jobs. Use [Work Distribution](/admin/reports/work-distribution.md) for Task estimates, tracked work, charge-out value and labour cost. Financial Summary supplies the monthly issued-invoice revenue view.


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