Insights & Analytics
Insights & Analytics brings your organisation’s financial and delivery signals into one reporting workspace. Organisation administrators and owners can open Insights from the sidebar.
Choose the reporting period
Section titled “Choose the reporting period”Use the controls at the top of the page before comparing results:
- Open the reporting period menu and choose a preset such as This Week, This Month, or This FY, or enter a start date and end date. The menu opens above the report content and closes after you choose a preset.
- Choose the financial year convention: Australia (July to June), calendar year, or UK (April to March).
- The end date is included in the report. Presets and the financial year are worked out on the workspace’s own calendar, so the period is the same for everyone whatever timezone they view it from.
- Select the refresh control after time, tasks, projects, or rates have changed.
The same reporting period applies as you move between views.
Choose an analysis view
Section titled “Choose an analysis view”| View | What it helps you review |
|---|---|
| Overview | Revenue, profit, margin, on-time delivery, estimation accuracy, utilisation, project activity, and recent risks. |
| Budget | Budget against realised revenue, internal cost, gross profit, margin, rate card, project status, client totals, and monthly trends. |
| Performance | Team delivery, estimation accuracy, logged and billable time, and revenue-to-cost performance. |
| Delivery | Project and task deadlines, late work, delivery trends, and client delivery rates. |
| Workload | Allocated and available hours, utilisation, overdue work, project risk, and upcoming capacity. |
| Clients | Revenue, internal cost, gross profit, margin, hours, delivery performance, and client trends. |
The Overview, Budget, Performance, and Clients views show financial figures, so they need financial-report access (managers and above by default). Without it you see the Delivery and Workload views only, and Delivery becomes the first view when the page opens.
Understand the financial figures
Section titled “Understand the financial figures”Insights uses the rates captured on each time entry, so changing a rate card later doesn’t rewrite past reporting:
- Realized Revenue is billable time multiplied by the captured billable rate.
- Internal Cost is all logged time multiplied by the captured internal cost rate.
- Gross Profit is realised revenue minus internal cost.
- Profit Margin is gross profit as a percentage of realised revenue.
- Budget Variance is the project budget minus realised revenue.
A budget is a commercial limit or forecast. It isn’t counted as earned revenue. Rejected time entries never count towards hours, revenue, cost, or profit, and projects in the lean pipeline stage are excluded from every financial view. See Rate Cards for how Runnit selects and captures rates, and Time Tracking & Planning for how time reaches reports.
Performance uses the organisation’s local day for a person’s current base cost and its currency conversion. Refresh after saving a new cost rate. Time entries with captured cost rates keep those values; entries missing both a captured and legacy cost rate use the current base cost as a fallback.
Check rate coverage
Section titled “Check rate coverage”The Overview shows the rate coverage for the selected period:
- Rate-card data is fully captured means every relevant entry has the billable and internal cost rates needed for its calculation.
- Some entries use legacy rate fallbacks means older time entries are missing one or more captured rates. The figures still use the available legacy rate, but you should treat them as less authoritative.
- No time-based financial activity means no time has been logged in the period, so revenue and profit remain zero.
If some entries are in a currency with no conversion rate yet, the notice also shows how many are waiting on a rate. Those amounts are included unconverted until you add the rate in Settings, which values them automatically.
The Budget view also shows the rate card used by each project, where one is available.
Understand delivery and estimation results
Section titled “Understand delivery and estimation results”On-time rates only include completed work that has both a target date and an actual completion date. Missing dates aren’t counted as successful or late. When no eligible delivery records exist, the rate is zero rather than an assumed 100 per cent.
Estimation accuracy is always between 0 and 100 per cent. Finishing above or below the estimate reduces the score by the same proportion. Work without both an estimate and actual time doesn’t receive an accuracy score.
Workload totals count each project’s time and allocation once, regardless of how many people are assigned. Capacity forecasts use complete Monday to Sunday weeks, and workload and utilisation remain scoped to your organisation.
Ask Ru about the page
Section titled “Ask Ru about the page”The previous Ask AI report tab has been removed. Open Chat with Ru in the global header to ask about the current Insights page or continue into the full chat workspace. See Chat Assistant for how Ru uses the current page as context.
When Ru answers a finance-metric question, the answer includes the metric’s definition and a link to its report. Your finance access and project or client scope apply to that answer. Check the definition before comparing it with the time-based figures above: recognised revenue and billable time value measure different things. See Finance Reports.
Finance figures
Section titled “Finance figures”When you have Finance read access, select the Finance tab. Choose a Finance view, then Group by. Total only removes the grouping. The page’s reporting period applies to these figures too.
This view uses the same definitions, recorded values and coverage as Finance Reports. It only offers metrics you can read. Open Save and export Finance reports to save a report or download CSV/XLSX. The other Insights views retain their own definitions described above.