Financials Tab
The Financials tab helps you monitor operational spending and compare it against budgets. This tab requires both the view_analytics and modify_tasks permissions.
| Metric | What It Measures |
|---|---|
| Total Spend | Actual amount spent on tasks in the selected period |
| Total Estimated | Budget estimate for the same period |
| Budget Variance | Percentage difference between actual and estimated (lower is better) |
| Average Cost Per Task | Mean spend per completed task |
| Financial Approval Rate | Percentage of costs that have been approved |
Charts
Section titled “Charts”Spend vs. Estimate Over Time
Section titled “Spend vs. Estimate Over Time”A time-series chart plotting actual spend, estimated spend, and task count together. Quickly see whether you are tracking to budget or diverging.
Property Breakdown
Section titled “Property Breakdown”See revenue, costs, and margin percentage for each property. Identify which properties are most and least profitable from an operations standpoint.
Department Breakdown
Section titled “Department Breakdown”View spend, budget estimate, and task count by department. Understand where your operational dollars are going.
Approval Status Breakdown
Section titled “Approval Status Breakdown”See costs grouped by approval status: pending, approved, declined. A large pending backlog may slow down vendor payments or task execution.
Cost Category Breakdown
Section titled “Cost Category Breakdown”View spending by category (e.g., cleaning supplies, maintenance parts, contractor fees). Spot categories where costs are rising.
Property-Level Profitability
Section titled “Property-Level Profitability”A detailed view showing each property’s revenue, operational costs, and net operating margin. Use this to compare profitability across your portfolio.
Filters
Section titled “Filters”In addition to shared filters, this tab supports:
- Department — Focus on a specific team’s spending
- Approval status — Filter by approved, pending, or declined costs
Related
Section titled “Related”- Getting Started with Analytics — Filters and saved views
- Task Financials and Cost Tracking — Set up cost tracking on tasks
- Tasks Tab — Track task completion alongside spending