Tracking Revenue Reports

Overview

In this guide, you will learn:

• How to access and configure revenue reports in Keka PSA
• How to filter and analyse reports by clients, projects, timelines, roles, countries, and more.
• Why base currency setup is essential for revenue accuracy
  

Who Can Do This?

• Users subscribed to the Advanced plan with Billing and Invoicing enabled

Pre-requisites

1. You must have the Advanced plan enabled
2. You must set the base currency before accessing revenue reports

Step-by-Step Instructions

Navigate to Revenue Analytics

1. Go to Project on the left sidebar.
2. Click on Analytics and open the Insights tab.
3. Revenue reports will be located under the Revenue By section.
    

Set Up Base Currency (First-Time Users)

1. On the Insights page, click the “Click here” link on the prompt to set base currency.
   
   
2. Or navigate to Project >> Policies and Settings.
3. Click the Edit icon, choose the currency, and hit Save.
   
   

Explore the Available Revenue Reports

1. You can filter reports by timeframe, billing entities, clients, projects, roles, verticals, and more.
2. Revenue by Clients
   • Track revenue generated from each client over a selected time period.
   • Filter by: billing entity, time period, country.
3. Revenue by Timeline
   • Analyze trends month-on-month (MoM), quarter-on-quarter (QoQ), or year-on-year (YoY).
   • Filter by: time range, entity.
4. Revenue by Client Comparison
   • Compare revenue between two or more clients.
   • Filter by: client names, timeframe, billing entity.
5. Revenue by Projects
   • Track revenue from each project over a chosen period.
   • Filter by: project name, date, billing model.
6. Revenue by Timeline of Projects
   • Monitor project revenue trends over specific timeframes.
   • Filter by: project, date range, billing type.
7. Revenue by Project Comparison
   • Compare revenue between multiple projects for performance evaluation.
8. Revenue by Countries
   • Analyze revenue generated by region or country.
   • Useful for companies operating across geographies.
9. Revenue by Roles
   • Break down billed revenue by job roles.
   • Displays visual graphs to show billed amount by role.
10. Revenue by Verticals (Business Units/Departments)
    • Understand revenue generated by different business units under a legal entity.
11. Revenue Summary and Graph View (Optional)
    • Each report supports visual representation and export options.

How It Connects with Other Modules

• Invoicing: Revenue recognized upon invoice generation
• Projects: Filters and insights based on ongoing project billing
• Clients: Group-wise billing entity insights for multi-client setups

FAQs

• Q: Why can’t I access the Revenue Reports?
  A: Make sure you’re on the Advanced plan and have Billing & Invoicing enabled.
• Q: Can I change the base currency later?
  A: No, once set, the base currency is fixed for consistency in reporting.
• Q: Can I download these reports?
  A: Yes, most reports have export/download options.
• Q: Do these reports include estimated billing?
  A: Yes, for eligible tenants—see the Enhanced Revenue Analytics article.

Troubleshooting

• No data in reports?
  • Check if invoices are generated and projects are tagged correctly.
  • Validate filters applied (date range, entity, client).
• Report not loading?
  • Try refreshing or clearing browser cache.
  • Ensure the base currency is set.