Owner Metrics
Owner Metrics
Owner Metrics gives organisation owners a concise company-level view of cash and inspector workload. This page defines each metric, its formula, and the default periods so the numbers stay comparable over time.
Who sees Owner Metrics
Owner Metrics is aimed at organisation Owners (and Admins where the product exposes the same company rollups). Values are aggregated for the company, not a single inspector’s personal totals, unless a metric is explicitly per-inspector (see Utilization).
Metric definitions
Open invoices
- What it means: How many company invoices are still unpaid, and how much is outstanding.
- Definition: Count and sum of open / unpaid invoices for the company.
- Formula:
- Count = number of invoices in an open (unpaid) status for the company
- Sum = total amount remaining on those invoices
- Semantic family: Same family as the open / unpaid totals on the existing Payments and Invoices views. Owner Metrics surfaces the company rollup; it does not invent a separate unpaid status.
Draft and void invoices are excluded. Paid invoices leave the open set.
Revenue pace
- What it means: Whether month-to-date revenue is ahead of or behind a prior comparable period.
- Preferred basis: MTD paid revenue (successful client payments earned in the current calendar month).
- Fallback basis: If paid revenue is unavailable, use MTD invoiced amount for open-or-paid invoices created in the current month (same calendar window).
- Comparison: Current MTD value versus the prior comparable period (the same span in the previous calendar month, or the prior full month when the UI shows a month-over-month pace).
- Optional projection: A linear month-end projection may be shown as
current_MTD × (days_in_month / day_of_month). Projection is illustrative only; it is not a forecast model.
Utilization
- What it means: How completed inspection work is distributed across the team in the selected period.
- Definition: Per-inspector completed inspections in the period, shown against the team total for that period.
- Formula (per inspector):
inspector_completed / team_completedfor the period (and the raw completed counts alongside the share)
- Capacity proxy: SwiftReporter does not currently store a separate inspector “capacity” or booked-hours field for this dashboard. Utilization therefore uses completed inspections in the period as the explicit proxy for workload share — not scheduled hours, seats, or target quotas.
Period defaults
| Metric | Default period | Notes |
|---|---|---|
| Open invoices | Point-in-time (now) | Not limited to the current month; reflects all currently open company invoices |
| Revenue pace | Calendar month-to-date | Compared to the prior comparable MTD (or prior month when the UI labels month-over-month) |
| Utilization | Current calendar month (MTD) | Team and per-inspector completed counts use the same window |
When a control lets you change the window, every series on the card uses that same window so shares and comparisons stay aligned.
How this differs from Payments / unpaid totals
| Payments / Invoices | Owner Metrics | |
|---|---|---|
| Primary job | Create, send, and reconcile individual invoices; review payment history | Read company health at a glance |
| Open / unpaid | Operational list and summary tiles for follow-up | Same open-invoice semantics, presented as a company KPI |
| Revenue | Month / year gross collected (and related history) | Pace: MTD vs prior comparable period, with optional linear projection |
| Workload | Not the focus of the Payments view | Utilization by completed inspections vs the team |
| Audience | Day-to-day billing workflow | Owner / admin oversight |
Use Payments or Invoices when you need to act on a specific invoice. Use Owner Metrics when you want the company rollup: outstanding balance, revenue pace, and how completed work is shared across inspectors.