# 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.

{% stepper %}
{% step %}

### Navigate to Financial Summary

1. Click Reports in the left sidebar.
2. Select the Financial Summary tab.
   {% endstep %}

{% step %}

### 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.
{% endstep %}

{% step %}

### Date Range

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

The chart and averages update automatically based on your selection.
{% endstep %}

{% step %}

### 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.
  {% endstep %}

{% step %}

### 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
  {% endstep %}
  {% endstepper %}

{% hint style="success" %}
Essential for directors and finance teams monitoring business growth.
{% endhint %}

## 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

{% stepper %}
{% step %}

### 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.
{% endstep %}

{% step %}

### 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
    {% endstep %}
    {% endstepper %}


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