Financial Summary Report

The Financial Summary Report provides a high-level view of your agency’s financial performance over a selected period. It is designed to give directors, finance leads, and account leadership a clear overview of total turnover, performance against targets, and how revenue is distributed across Account Executives (AEs).

If a budget or turnover target is set for the period, this target is automatically subdivided across the Account Executives who managed work in that timeframe. This allows you to:

• Compare actual performance against targets

• See how total targets are distributed across the team

• Identify over- or under-performance at both company and individual level

Filter by:

• Date range (3 months, 6 months, 12 months, 18 months, or 24 months)

• Account Executive (view all or a specific AE)

• Exclude Supplier Costs: When enabled, any supplier costs linked to tasks (e.g. freelancers, print, production, or other third-party services) are excluded from the totals, reflecting turnover excluding supplier costs rather than gross turnover.

1

Navigate to Financial Summary

1. Click Reports in the left sidebar.

2. Select the Financial Summary tab.

2

Filters and Controls

Account Manager Filter: Select one or multiple Account Managers to view:

• Combined revenue performance

• Individual AE performance

• Team subsets

If multiple AEs are selected, the Overall Total combines their figures.

3

Date Range

Select the reporting period (e.g. Last 12 Months).

The chart and averages update automatically based on your selection.

4

Show Total

When enabled

• Displays the combined revenue of all selected Account Managers.

When disabled

• Individual AE charts are shown separately below the overall view.

5

Exclude Supplier Costs

When enabled:

• Any supplier costs linked to tasks (e.g. freelancers, print, production, or third-party services) are excluded from the totals.

• The chart reflects internal revenue performance only.

When disabled:

• Revenue figures include all billable values.

This is useful when you want to assess:

• Core agency revenue performance

• Revenue excluding pass-through costs

Essential for directors and finance teams monitoring business growth.

Overall Total Chart

The main chart displays:

• Total Revenue (Green Line)

• Trend Line (Grey Line)

• Monthly Target (Orange Dotted Line)

Element	Meaning
Green Line	Actual revenue per month
Grey Line	Revenue trend over time
Orange Dotted Line	Target benchmark

Account Manager Breakdown

When multiple AEs are selected, and Show Total is enabled:

• The overall chart appears at the top.

• Individual AE charts appear below.

Each AE chart mirrors the same structure:

• Revenue

• Trend

• Target

• Average Revenue over the selected date range (3 months, 6 months, 12 months, 18 months, or 24 months)

This makes it easy to compare performance across Account Managers.

Display Settings

1

Navigate to settings

Click the Settings (gear icon) in the top-right corner of the report to customise how the chart appears.

You can also select Reset to Default to restore default display settings.

2

Set Display Options

Layout: Choose how charts are arranged:

• 1 Column

• (Other layout options depending on configuration)

Sort Order: Control the order in which Account Managers appear:

• Alphabetical (A–Z)

• (Other available sorting methods)

Chart Appearance: Customise colours:

• Revenue Colour

• Trend Line Colour

• Target Line Colour

Chart Type: Select how revenue is displayed

• Line Chart (default)

• Bar Chart

Line Tension (Curviness)

Adjust how curved or straight the line appears.

• Lower values = Straighter lines

• Higher values = More curved smoothing

Visual Options

• Fill Area – Fills the area beneath the revenue line.

• Show Points – Displays data points on each month.

• Toggle visibility of:

  • Revenue

  • Trend

  • Target