Financial
The Financial tab shows where money is going and whether it’s going where the budget said, with ready-made charts. It’s the cost side of Strategy.
You need access to cost figures — ask your Flowstate admin.
Read the Financial tab
- Go to Insights → Analytics & reporting → Financial. The page is headed Financial Analytics.
- Choose the dates with the period control at the top. Every chart uses them.
- Read the charts:
| Chart | What it shows | What to look for |
|---|---|---|
| Team Burn Rate Heatmap | Each team’s variance, month by month | The teams and months drifting furthest |
| Budget vs Actuals vs Forecast | Your budget, actual cost and forecast over time | Where the lines start to separate |
| Cumulative CapEx | Capitalised cost so far this year | Whether capitalised cost is building up as expected |
| Labor Mix | Cost of your own people against contractors and agencies | How the balance is shifting |
| Zombie Project Costs | Spend on projects that have gone quiet | Money still going to inactive projects |
| Unit Economics (ADR) | The average cost of a day’s work over time | Whether it’s rising or falling |
Where the numbers come from
- Forecast figures come from allocations, salaries and rates. See Forecast.
- Actual figures come from the effort people report. See Effort reporting.
- Budget figures come from your agreed budget. See Budgets.
Actuals and the forecast are worked out differently. See Why the forecast and actuals can differ.
What happens next
- To act on a team drifting from its budget, go to Budgets.
- To read or export the forecast line by line, go to Forecast.
- To put a project’s cost next to what it moved, see Show what a project returns.
- To see employees, contractors and AI on one bill, see Hybrid workforce.
If something’s not right
The Financial tab is missing. You don’t have access to cost figures.
Actuals look low for recent weeks. Effort for those weeks may not be submitted yet. See Effort reporting.
A chart has no budget line. No budget has been agreed for the period.