Annual Revenue

Security role required: Firm - View Cashflow and Revenue Information

Annual Revenue widget

This widget displays the monthly revenue (starting from the month defined in firm details) for your firm for the current and last financial year. This data is also found in the Annual Revenue Report. You can use this widget to see how your firm is performing financially and filter the data to display only the data that relates to you. 

Click the settings (cog)  icon 

to change the:

• Title - the text that appears in the widget header.
• Billing Entity - only visible if your firm has more than one billing entity.
• Contact Partner - options include None, All and the partner options that have been assigned in Contacts.
• Contact Manager - options include None, All and the manager options that have been assigned in Contacts.