Client Financial Overview Dashboard

Add a “Client Financial Overview” panel on each client’s account page that surfaces key revenue/cost/profit metrics and trends at a glance, similar to the attached mockup.

Why this matters / Problem
Right now, getting a quick financial read on a client requires clicking into invoices, contracts, or reports. That’s slow and makes it hard to:

• evaluate client health during QBRs

• spot margin creep early

• prioritize account management time

• make fast decisions on pricing, renewals, and upsells

We need a one-screen snapshot that answers: “Is this client profitable, trending up/down, and why?”

Proposed Solution

1) Add an Overview → Financial Snapshot section

On the client Overview tab, display four KPI tiles:

1. Annual Revenue

   • Sum of billed/recognized revenue for trailing 12 months (or current FY toggle).

2. Annual COGS

   • Sum of direct costs tied to the client for trailing 12 months.

   • Include product/license costs, vendor passthroughs, and any marked “COGS” expenses.

3. Gross Profit

   • Annual Revenue – Annual COGS.

4. Margin %

   • Gross Profit / Annual Revenue.

Each tile should be clickable to drill into the underlying line items (invoices, products, expenses) that make up the number.

2) Add a Revenue Trend Chart (last 6–12 months)

A simple line chart showing monthly revenue totals for the client.

• Default view: last 6 months

• Toggle: 6 / 12 / 24 months

• Hover tooltip: month, revenue, # invoices, largest invoice

Optional but valuable: overlay a second line for COGS or gross profit.

Data/Logic Notes

• Revenue source: paid invoices OR recognized recurring billing (depending on Gorelo’s model). Ideally give a toggle: Cash basis vs Accrual basis.

• COGS source: products/licenses marked as cost items + vendor invoices linked to client.

• Time window: trailing 12 months by default.

• Currency: follow tenant default; align rounding with reports.

Business Impact

• Faster QBR prep and real-time client health reviews

• Better margin control (catch loss leaders early)

• Clearer justification for price increases or scope changes

• Helps MSPs/recurring-revenue shops manage accounts proactively