Canopy

Insights: Billed Revenue

Insights: Billable Revenue

Insights: Billed Time Entry Hours

Insights: YTD Billed Revenue

Insights: YTD Billable Revenue

Insights: Weekly Billed Revenue

Insights: Invoices Sent Monthly

Insights: YOY Monthly Billed Revenue

Insights: Invoice Detail Report

Insights: Monthly Revenue by Service Item

Insights: Weekly Revenue by Service Item

Insights: Revenue & Billed Hours by Service Item

Insights: Total Revenue

Insights: Client Count

Insights: Revenue per Client

Insights: Monthly Revenue by Client

Insights: Revenue by Client by Service Item

Insights: Revenue & Billed Hours by Client

Insights: Monthly Billed Hours & Revenue by Team Member

Insights: Unbilled Hours & Revenue by Team Member

Insights: Weekly Billed Hours & Revenue by Team Member

Insights: Aged Receivables Summary

Insights: Aged Receivables Detail

Learn how to configure dashboards for billing and revenue

Billing Dashboard

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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