The Financial report will offer information on all invoices created and generated by your engagements. This report type offers visual analytics for Total Revenue, Billing Metrics, Total Outstanding Invoices, Total Expenses, Top 5 Client List, Top 5 Coaches by Expenditure, Total Outstanding Invoices.
Filter options include:
Date
Department (Enterprise only)
Business unit (Enterprise only)
Program
Status
Coachee name
Coach name
A detailed report is also available with additional customizable columns. The raw data can be exported in both CSV and Excel format.
