Is my business actually making money?

Revenue to estimated net profit — see what the work costs, then what it costs to run the business.

Revenue i

Revenue (Before Taxes) — Tax-exclusive revenue invoiced in this period, whether or not it has been paid yet.

Sales tax is always disclosed separately so you can see exactly how much was billed for the tax authority.

$0.00

 

Job Costs i

What it cost to do the invoiced work: selected purchase orders plus labor hours logged against jobs.

How we got $0.00: $0.00 purchase orders + $0.00 logged job labor.

Lower job costs for the same revenue improve the amount left to run the business.

$0.00

materials/POs + logged job labor

Gross Profit i

What's left after paying for the work itself, before the regular cost of running the company.

How we got $0.00: Revenue $0.00 − Job Costs $0.00.

A stronger gross margin gives the business more room to cover overhead and still make money.

$0.00

0.00% gross margin

Overhead i

What it cost to keep the business running: regular operating expenses plus selected full-team labor not logged to jobs.

How we got $0.00: $0.00 operating expenses + $0.00 unassigned/full-team labor.

Review this when healthy jobs still do not produce healthy business profit.

$0.00

regular bills + non-job labor

Estimated Net Profit i

What the business is estimated to keep after Job Costs and Overhead.

How we got $0.00: Gross Profit $0.00 − Overhead $0.00.

A negative value means the selected work and operating costs are greater than invoiced revenue.

$0.00

0.00% net margin

Unassigned/full-team labor is excluded by the logged-hours setting. Use Display to restore the full business view.

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Financial Overview

What did I actually earn this period?

Billed revenue, collected cash, expenses, and profit · Jan - Dec 2026

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i

Profit and margin use actual logged hours and revenue before tax.

Employee costs use only hours actually logged, at each employee's configured rate, so the margin reflects the labor used to earn this revenue.

Tax-exclusive revenue invoiced in this period, whether or not it has been paid yet. Tax billed in the period is $0.00.

These choices are saved under Settings → Accounting → Financial Overview Calculations. This overview is for operational tracking and is not a replacement for certified accounting statements.

Uses your saved Financial Overview settings.

Recurring versus one-time income

How stable is my income?

What kind of work produced it · Jan - Dec 2026

Income by job type

Manage Operating Expenses

Invoices

Showing 0-0 of 0 invoices

Displayed Total

$0.00

ReferenceClientDescriptionDateAmount

No invoices found for the selected date range

Purchase Orders

Showing 0-0 of 0 orders

Total Amount

$0.00

ReferenceBusiness NameSupplierDateAmountDescription

No purchase orders found for the selected date range

Total Amount: $0.00
Average per Order: $0.00
Date Range:Jan - Dec 2026