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Summary Button","2026-01-07T14:30:56.811Z","2026-02-20T17:11:43.614Z","2026-02-20T17:11:43.626Z",131508866332118,"0912e48f-a9b1-41ec-897d-966d95319d7c",{"_uid":11,"global":12,"component":54},"aa5190af-ffa2-4224-9a3a-ca8b78e21a39",[13],{"_uid":14,"items":15,"label":47,"prompt":48,"component":49,"pathStartsWith":50,"scrollPercentage":51,"excludePathExactMatch":52,"excludePathStartsWith":53},"76f6a5d9-9ac5-4d02-8bad-522578210c7f",[16,23,29,35,41],{"id":17,"url":18,"_uid":19,"icon":20,"label":21,"component":22},"chatgpt","https:\u002F\u002Fchat.openai.com\u002F?q=","d903a1df-2366-4f28-9c41-ccedacb03d6d","https:\u002F\u002Fwww.google.com\u002Fs2\u002Ffavicons?domain=chat.openai.com&sz=40","Ask ChatGPT","AISummaryButtonItem",{"id":24,"url":25,"_uid":26,"icon":27,"label":28,"component":22},"google-ai","https:\u002F\u002Fwww.google.com\u002Fsearch?udm=50&q=","8ccae780-7ff2-4f28-8aaa-695c19664c8c","https:\u002F\u002Fwww.google.com\u002Fs2\u002Ffavicons?domain=google.com&sz=40","Ask Google 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\u002Fblog\u002F","20","\u002Fblog\u002F","\u002Fblog\u002Fpage\u002F, \u002Fblog\u002Fcategory\u002F","global","ai-summary-button","global\u002Fai-summary-button",null,-50,[],false,489331641,"0d9a7987-4973-46e5-a6d1-d0158a1db64b","2026-01-08T14:35:55.899Z","default","ai-summary-button\u002F",[],{"name":68,"created_at":69,"published_at":70,"updated_at":71,"id":72,"uuid":73,"content":74,"slug":596,"full_slug":597,"sort_by_date":57,"position":598,"tag_list":599,"is_startpage":60,"parent_id":600,"meta_data":57,"group_id":601,"first_published_at":602,"release_id":57,"lang":64,"path":57,"alternates":603,"default_full_slug":57,"translated_slugs":57},"Financial Overview: see where project margin is heading, and why","2026-10-19T14:08:50.320Z","2026-10-23T11:48:28.537Z","2026-10-23T11:48:28.574Z",232363337066629,"9766b5bd-cd1d-45b9-8e55-5e6d21083204",{"seo":75,"_uid":80,"body":81,"image":498,"title":68,"author":504,"sidebar":537,"category":571,"postBody":593,"component":594,"contentCopy":78,"readingTime":595,"legacyCategory":78},{"title":76,"plugin":77,"og_image":78,"og_title":78,"description":79,"og_image_type":78,"twitter_image":78,"twitter_title":78,"og_description":78,"twitter_description":78},"Financial Overview report: planned vs earned revenue | Teamwork.com","seo_metatags","","See planned, scoped and earned revenue side by side, track margin trends by period, and drill into core figures to trace the time logs and rates behind them.","75a4cac3-71c9-43f5-8525-128c3cac61f3",{"type":82,"attrs":83,"content":84},"doc",{"backgroundColor":57},[85,126,131,136,150,165,208,221,226,237,242,247,257,262,267,278,283,293,306,311,356,361,371,376,387,401,406,419,429],{"type":86,"attrs":87},"blok",{"id":88,"body":89},"553e6b87-8c16-49dd-be65-b6b6af5076ca",[90],{"_uid":91,"title":92,"content":93,"component":125},"c6147b56-6695-45e0-a9ec-fa4cfa1a00f6","Key takeaways",{"type":82,"content":94},[95],{"type":96,"content":97},"bullet_list",[98,107,113,119],{"type":99,"content":100},"list_item",[101],{"type":102,"content":103},"paragraph",[104],{"text":105,"type":106},"The Financial Overview report puts planned, scoped and earned revenue on the same row, so the gap between what a project was supposed to make and what it's actually making shows up in the report instead of in a spreadsheet weeks later.","text",{"type":99,"content":108},[109],{"type":102,"content":110},[111],{"text":112,"type":106},"Build the view your team needs: pick columns from the column pool, group them up to two levels deep, and set your own conditional coloring rules so problems are flagged the moment you open the report.",{"type":99,"content":114},[115],{"type":102,"content":116},[117],{"text":118,"type":106},"Track Trends breaks any metric down by period and marks what's already forecast, so you can watch a margin slipping while there's still delivery left to change, rather than confirming it after the project's closed.",{"type":99,"content":120},[121],{"type":102,"content":122},[123],{"text":124,"type":106},"Click into Allocated time, Estimated time, Revenue (budget-unadj) or Revenue to see the allocations, estimates and time logs behind them, with the rate applied to every line. A number nobody can trace is a number nobody acts on.","storyKeyTakeaways",{"type":102,"attrs":127,"content":128},{"textAlign":57},[129],{"text":130,"type":106},"Halfway through a project, someone asks the question every delivery lead gets: are we still making money on this? The honest answer usually lives in three places: what you planned to earn when you booked the team, what you scoped when you sized the work, and what you've actually earned from the hours logged so far.",{"type":102,"attrs":132,"content":133},{"textAlign":57},[134],{"text":135,"type":106},"Financial Overview puts all three on one row. When they don't agree, and they usually don't, the gap is the story of the project: scoped low, booked heavy, burned faster than planned. Now you can see it while there's still delivery left to change the ending.",{"type":137,"attrs":138,"content":140},"heading",{"level":139,"textAlign":57},2,[141],{"text":142,"type":106,"marks":143},"Three revenue views, one row",[144,148],{"type":145,"attrs":146},"anchor",{"id":147},"three-revenue-views-one-row",{"type":149},"bold",{"type":102,"attrs":151,"content":152},{"textAlign":57},[153,155,163],{"text":154,"type":106},"Professional services firms run on an uncomfortable fact: the money is decided long before anyone bills for it. It's decided when the work is scoped, again when the ",{"text":156,"type":106,"marks":157},"team is booked",[158],{"type":159,"attrs":160},"link",{"href":161,"uuid":57,"anchor":57,"target":57,"linktype":162},"\u002Fproduct\u002Fresource-management\u002Fcapacity-planning\u002F","url",{"text":164,"type":106},", and it shows up as revenue once the hours are logged. Financial Overview shows all three at once:",{"type":96,"content":166},[167,178,189],{"type":99,"content":168},[169],{"type":102,"attrs":170,"content":171},{"textAlign":57},[172,176],{"text":173,"type":106,"marks":174},"Allocated time is planned revenue.",[175],{"type":149},{"text":177,"type":106}," The billable allocations booked in the period, spread evenly across working days, skipping time off. It's what your schedule says this period is worth.",{"type":99,"content":179},[180],{"type":102,"attrs":181,"content":182},{"textAlign":57},[183,187],{"text":184,"type":106,"marks":185},"Estimated time is scoped revenue.",[186],{"type":149},{"text":188,"type":106}," Task estimates in billable task lists, spread across the assignee's working days. It's what the plan said the work would take.",{"type":99,"content":190},[191],{"type":102,"attrs":192,"content":193},{"textAlign":57},[194,198,200,206],{"text":195,"type":106,"marks":196},"Revenue (budget-unadj) is earned revenue.",[197],{"type":149},{"text":199,"type":106}," Billable ",{"text":201,"type":106,"marks":202},"time actually logged",[203],{"type":159,"attrs":204},{"href":205,"uuid":57,"anchor":57,"target":57,"linktype":162},"\u002Fproduct\u002Fcost-profitability-management\u002Ftime-tracking\u002F",{"text":207,"type":106},", at the rate that applied when it was logged, plus billable expenses.",{"type":102,"attrs":209,"content":210},{"textAlign":57},[211,213,219],{"text":212,"type":106},"Alongside them sit the columns that tell you ",{"text":214,"type":106,"marks":215},"whether the work was worth doing",[216],{"type":159,"attrs":217},{"href":218,"uuid":57,"anchor":57,"target":57,"linktype":162},"\u002Fproduct\u002Fcost-profitability-management\u002Fbudgeting-profitability\u002F",{"text":220,"type":106},": Total costs, Profit, Profit (%), and Effective billable rate, which is revenue divided by billable time. That last one quietly answers \"what did we really get for that hour?\" regardless of what the rate card says.",{"type":102,"attrs":222,"content":223},{"textAlign":57},[224],{"text":225,"type":106},"Two more look forward instead of back. Estimate to complete is the revenue still expected from billable work remaining, and Estimate at completion adds it to what's already been logged. Together they answer the question every delivery lead usually has to guess at: where does this actually land?",{"type":102,"attrs":227,"content":228},{"textAlign":57},[229],{"type":230,"attrs":231},"image",{"id":232,"alt":233,"src":234,"title":235,"source":78,"copyright":78,"meta_data":236},233358332147915,"Choose columns from the column pool, from revenue and costs to profit and estimate at completion, with margin rules colored automatically.","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F99519\u002F5040x3969\u002F5333fe7243\u002Fcolumns.png","Pick the columns that answer your question, and let the color rules flag what needs attention.",{"alt":233,"title":235,"source":78,"copyright":78},{"type":102,"attrs":238,"content":239},{"textAlign":57},[240],{"text":241,"type":106},"Choose up to twenty columns and group them two levels deep: Client and Project by default, or User, Role, Task list, Task or Team when the question is about people rather than accounts. Pick any date range, filter down to what you need, and export to Excel.",{"type":102,"attrs":243,"content":244},{"textAlign":57},[245],{"text":246,"type":106},"That's the snapshot. The more useful question is what it's been doing.",{"type":137,"attrs":248,"content":249},{"level":139,"textAlign":57},[250],{"text":251,"type":106,"marks":252},"Spot the gap while it's still opening",[253,256],{"type":145,"attrs":254},{"id":255},"spot-the-gap-while-its-still-opening",{"type":149},{"type":102,"attrs":258,"content":259},{"textAlign":57},[260],{"text":261,"type":106},"A single figure tells you where you are. It doesn't tell you which direction you're moving, which is the only part you can still do something about.",{"type":102,"attrs":263,"content":264},{"textAlign":57},[265],{"text":266,"type":106},"Track Trends breaks your columns down by period, month by default, up to ten columns at once, with quarters available on ranges over six months and years on ranges over two. Every period gets its own column group in the table and its own point on the chart.",{"type":102,"attrs":268,"content":269},{"textAlign":57},[270],{"type":230,"attrs":271},{"id":272,"alt":273,"src":274,"title":275,"source":78,"copyright":78,"meta_data":276},232368416085939,"Track Trends breaks any column down by month, quarter or year.","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F99519\u002F2586x1896\u002Fdf53d9458f\u002Fscreenshot-2026-10-08-at-09-56-48.png","Turn any column into a trend by month, quarter or year.",{"alt":273,"size":277,"title":275,"source":78,"copyright":78},"2586x1896",{"type":102,"attrs":279,"content":280},{"textAlign":57},[281],{"text":282,"type":106},"Two details make it worth leaving on. First, an allocation or task spanning several periods is split across them, so each period shows its genuine share rather than dumping the whole figure into the month it started. Second, the chart marks today with a line and fades everything after it, so forecast periods never get mistaken for results.",{"type":102,"attrs":284,"content":285},{"textAlign":57},[286],{"type":230,"attrs":287},{"id":288,"alt":289,"src":290,"title":291,"source":78,"copyright":78,"meta_data":292},233358626040044,"Planned, scoped and earned revenue side by side, with today marked and forecast periods faded.","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F99519\u002F5040x3192\u002Fc1e7887829\u002Fmain1.png","Watch planned and earned revenue drift apart while there's still time to close the gap.",{"alt":289,"title":291,"source":78,"copyright":78},{"type":102,"attrs":294,"content":295},{"textAlign":57},[296,298,304],{"text":297,"type":106},"This is where drift becomes visible. Allocated time running consistently above revenue, month over month, means you're booking more capacity than you're converting. Effective billable rate sliding while logged hours hold steady means discount creep. Neither shows up in a single-period view; both are obvious across six. When you spot one, here's how to ",{"text":299,"type":106,"marks":300},"work out why margin moved",[301],{"type":159,"attrs":302},{"href":303,"uuid":57,"anchor":57,"target":57,"linktype":162},"\u002Fblog\u002Fproject-profitability-variance-analysis",{"text":305,"type":106},".",{"type":102,"attrs":307,"content":308},{"textAlign":57},[309],{"text":310,"type":106},"If you'd rather not hunt for them, set a rule. Conditional coloring highlights any cell that meets a condition you define, compared against a fixed number or another column. Four rules come ready to go, and you can adjust them to fit the way your business works:",{"type":96,"content":312},[313,324,335,346],{"type":99,"content":314},[315],{"type":102,"attrs":316,"content":317},{"textAlign":57},[318,322],{"text":319,"type":106,"marks":320},"Red",[321],{"type":149},{"text":323,"type":106}," where time-based revenue exceeds budgeted revenue",{"type":99,"content":325},[326],{"type":102,"attrs":327,"content":328},{"textAlign":57},[329,333],{"text":330,"type":106,"marks":331},"Yellow",[332],{"type":149},{"text":334,"type":106}," where allocated time exceeds what you're earning",{"type":99,"content":336},[337],{"type":102,"attrs":338,"content":339},{"textAlign":57},[340,344],{"text":341,"type":106,"marks":342},"Green",[343],{"type":149},{"text":345,"type":106}," above 40% profit",{"type":99,"content":347},[348],{"type":102,"attrs":349,"content":350},{"textAlign":57},[351,354],{"text":319,"type":106,"marks":352},[353],{"type":149},{"text":355,"type":106}," below 15% profit",{"type":102,"attrs":357,"content":358},{"textAlign":57},[359],{"text":360,"type":106},"Open the report and the problems are already colored, which raises the obvious question about any number that turns red.",{"type":137,"attrs":362,"content":363},{"level":139,"textAlign":57},[364],{"text":365,"type":106,"marks":366},"Trace the numbers behind the totals",[367,370],{"type":145,"attrs":368},{"id":369},"trace-the-numbers-behind-the-totals",{"type":149},{"type":102,"attrs":372,"content":373},{"textAlign":57},[374],{"text":375,"type":106},"The reason financial reports get overridden in spreadsheets is rarely that they're wrong. It's that nobody can check them. So click into Allocated time, Estimated time, Revenue (budget-unadj) or Revenue, and a panel shows exactly what produced the figure: the allocations, estimates or time logs, line by line, with the rate applied to each.",{"type":102,"attrs":377,"content":378},{"textAlign":57},[379],{"type":230,"attrs":380},{"id":381,"alt":382,"src":383,"title":384,"source":78,"copyright":78,"meta_data":385},232368416036784,"Click into a core figure to see the tasks behind it, with the rate and rate type applied to every line.","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F99519\u002F2682x1894\u002Ff9e66f3211\u002Fscreenshot-2026-10-08-at-09-51-59.png","Every number traces back to the tasks, hours and rates behind it.",{"alt":382,"size":386,"title":384,"source":78,"copyright":78},"2682x1894",{"type":102,"attrs":388,"content":389},{"textAlign":57},[390,392,399],{"text":391,"type":106},"The panel names which rate applied on each line, from a user's project rate down to role, client or task rate, and splits a mid-period rate change into dated segments instead of a blended average. Drill-downs stack, and ",{"text":393,"type":106,"marks":394},"every level totals to the cell you clicked",[395],{"type":159,"attrs":396},{"href":397,"uuid":57,"anchor":57,"target":398,"linktype":162},"https:\u002F\u002Fsupport.teamwork.com\u002Fprojects\u002Freports\u002Fhow-financial-overview-figures-are-calculated","_blank",{"text":400,"type":106},". When a client questions an invoice, the evidence is two clicks away instead of a morning in Excel.",{"type":102,"attrs":402,"content":403},{"textAlign":57},[404],{"text":405,"type":106},"Most financial reporting arrives after the margin is already decided. Financial Overview is built for the earlier conversation. There's still time to move someone, reset a scope, or have the difficult call with a client while it's still a small one. Open Reports, select Financial Overview, and start with the project you're least sure about.",{"type":86,"attrs":407},{"id":88,"body":408},[409],{"_uid":410,"text":411,"ctaLink":412,"ctaLabel":415,"component":416,"openInNewTab":417,"backgroundColor":418},"2b235f78-0397-4c93-9511-685f00919ff3","Ready to set it up? Here's how to open, configure and export Financial Overview.",{"id":78,"url":413,"linktype":162,"fieldtype":414,"cached_url":413},"https:\u002F\u002Fsupport.teamwork.com\u002Fprojects\u002Freports\u002Ffinancial-overview-report","multilink","Learn how","storyBannerCta",true,"purple",{"type":137,"attrs":420,"content":421},{"level":139,"textAlign":57},[422],{"text":423,"type":106,"marks":424},"FAQ",[425,428],{"type":145,"attrs":426},{"id":427},"faq",{"type":149},{"type":86,"attrs":430},{"id":88,"body":431},[432],{"_uid":433,"dark":60,"items":434,"component":497},"ce383d44-3f7c-4cca-ae76-492da0881fb7",[435,461,480],{"_uid":436,"open":60,"answer":437,"question":450,"component":460},"c15e4edd-4a94-4631-a61d-9c4986997468",{"type":82,"content":438},[439],{"type":102,"content":440},[441,443,449],{"text":442,"type":106},"Those reports each answer one question well. Financial Overview is a different kind of report: you choose your columns from a wide pool, group them up to two levels deep, set your own conditional coloring rules, and save separate tabs for each view you need. That puts planned, scoped and earned revenue side by side without exporting and reconciling. It also runs on an improved calculation engine, so some figures may differ slightly from the older ",{"text":444,"type":106,"marks":445},"reports",[446],{"type":159,"attrs":447},{"href":448,"uuid":57,"anchor":57,"target":57,"linktype":162},"\u002Fproduct\u002Freporting\u002F",{"text":305,"type":106},{"type":82,"content":451},[452],{"type":137,"attrs":453,"content":455},{"level":454},3,[456],{"text":457,"type":106,"marks":458},"How is it different from the Profitability or Budget Insights reports?",[459],{"type":149},"TwFAQItem",{"_uid":462,"open":60,"answer":463,"question":471,"component":460},"5c48df81-ecdb-4644-b50e-ac548f2d04e5",{"type":82,"attrs":464,"content":465},{"backgroundColor":57},[466],{"type":102,"attrs":467,"content":468},{"textAlign":57},[469],{"text":470,"type":106},"Owners and site admins in the owner company, on the Optimize plan. They can see financial data across all the site's projects and people.",{"type":82,"content":472},[473],{"type":137,"attrs":474,"content":475},{"level":454},[476],{"text":477,"type":106,"marks":478},"Who can use it?",[479],{"type":149},{"_uid":481,"open":60,"answer":482,"question":488,"component":460},"fcd20020-749c-49ba-bc81-513cd83e7562",{"type":82,"content":483},[484],{"type":102,"content":485},[486],{"text":487,"type":106},"It's rolling out to Early Access accounts first. 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