Manage delivery and cash collection together
A profitable project can still create cash-flow stress when invoices are late. Keep project status and invoice status separate but visible in the same business system.
Watch effective hourly economics
Even fixed-fee work has an implied hourly rate. Comparing fee to hours logged helps identify under-scoped work and informs future pricing.
Separate booked revenue from collected cash
Project fees represent contracted work; paid invoices represent collected cash. The dashboard intentionally keeps those concepts distinct.
Use the workbook as a negotiation record
Historical project fees, hours and expenses provide evidence for future estimates, retainers and scope discussions.