The profitability view combines revenue information from Legal with salaries and bonuses from People and operating expenses entered by finance.
Select the period
Choose the dates you want to review. Check the exchange rate and operating-expense inputs relevant to that period.
Understand the calculation
The documented report uses payments attributed to each fee earner as revenue. Total expense combines salaries, bonuses and an allocated share of operating expenses. Profit is revenue minus total expense.
Check completeness
Missing payroll, an unlinked Legal account or a missing exchange rate can distort the result. Review the report's warnings before drawing conclusions. Billed work and paid work are different figures.
Where the report shows saved Legal figures, check their timestamp and use the authorized reload action when newer payment information is needed.