Firm Health
Firm Health is a single page under Firm that answers one question: how is the firm doing right now? It opens on a Summary of headline figures, with Monthly Revenue and Active Projects underneath as sections you can open when you want them. Those two only load their data once opened, so the page opens quickly however much history your firm has.
Note: You’ll only see this page if your role allows it. Granting Firm Health also grants reports, project financials, invoices and bills, so every figure on the page has a detail view you can actually open. See Roles and access.
Hover the info icon next to any tile’s name to see exactly what it counts and the formula behind it. The tiles sit three to a row.
Cash position
Section titled “Cash position”| Tile | What it tells you |
|---|---|
| Outstanding Receivables | What clients still owe you on invoices you’ve sent, less any credit they haven’t used yet, with the overdue portion and how many invoices are late |
| Outstanding Payables | What you still owe on approved bills, less any vendor credit you haven’t used yet, with the overdue portion |
| Net A/R − A/P | The two above netted against each other — what you’d be left with if everyone paid up |
Work and capacity
Section titled “Work and capacity”| Tile | What it tells you |
|---|---|
| Backlog | Contracted fee you haven’t invoiced yet across projects still in flight, and roughly how many months of work that represents at your current pace — your average monthly billing over the last 12 full months, so a half-finished month never drags it down. A project billed beyond its contracted fee counts against this total |
| Pipeline | The combined fee value of proposals still awaiting an outcome, and how many. Declined proposals are left out |
| Billable Ratio | The share of task time logged on active projects over the last 90 days that was billable. Time logged without a task has no fee type, so it’s left out of both halves rather than counted against you |
Draft and voided invoices are never counted, and neither are draft or voided bills or credits. Completed projects are left out of Backlog — fee remaining on finished work is a billing question, not future work.
A credit memo affects these figures according to its reason. A Billing Error credit means the work is still to be billed, so it adds back to Backlog and to a project’s “invoiced of fee”. A discount, fee adjustment or bad debt is money you’ve given up, so it doesn’t reopen any Backlog — but every credit, whatever its reason, comes off the revenue in Monthly Revenue.
The months-of-work figure alongside Backlog needs a history of invoicing to mean anything. Until there is one, it isn’t shown rather than showing a misleading number.
Seeing what’s behind a number
Section titled “Seeing what’s behind a number”Every tile with an arrow opens a report with the detail behind it, so you never have to take a figure on trust — if Backlog looks wrong, open it and see which projects make it up.
For Receivables, Payables and Backlog the match is exact: add up that report’s amount column and you get the figure on the tile. Billable Ratio matches too: its report covers the same 90 days, so its billable and total hours add up to the tile’s. Pipeline is the one exception: its report also lists declined proposals on their own row, while the tile counts only the proposals still awaiting an outcome.
Active projects
Section titled “Active projects”Below the tiles, an Active Projects section lists every project under contract. Like Monthly Revenue, it starts collapsed and loads only when you open it.
Each row covers one project: its client, how far along it is, tasks done against tasks open, hours logged against hours budgeted, what’s been billed against the fee, when it’s due, and when someone last logged time to it. Every project under contract is listed in one scrolling table rather than split across pages. A project that’s past its due date, over its hour budget, or has had no time logged in the last thirty days is called out in red, and a note under the table repeats what the red means.
Open a row to see the project’s phases — each phase’s status, its share of the fee, its tasks, what’s been billed against it, and its expected and actual end dates.
How “progress” is worked out
Section titled “How “progress” is worked out”Nothing in the app stores a percent-complete for a phase, so the table shows two readings side by side and lets you judge:
- Fee — the share of the project fee sitting in phases marked Completed. This needs each phase to carry a fee percentage; where none do, it shows a dash.
- Tasks — the share of the project’s tasks that are complete. This needs the work to be broken into tasks; where there are none, it shows a dash.
The gap between the two is the useful part. A project at 80% by fee but 30% by tasks is either ahead of its paperwork or behind on its work, and it’s worth knowing which.
Monthly Revenue
Section titled “Monthly Revenue”A Monthly Revenue section puts the amount you invoiced against the amount you collected for each of the last twelve months. Invoiced is net of credit memos, dated by their credit date, and Collected is net of refunds paid back to clients — so a month with a large credit and little billing can dip below zero. It starts collapsed and loads only when you open it. A gap that keeps widening means money is aging in receivables — you’re billing it but not collecting it.
If you’d rather read the numbers than the chart, the Chart / Table buttons above it switch between the two views of the same twelve months.
Refreshing
Section titled “Refreshing”The page loads current figures each time you open it. The refresh button at the top right re-reads them without leaving the page.