---
title: Owner Metrics
description: >-
  Definitions for the Owner Metrics dashboard: open invoices, revenue pace, and
  utilization — including formulas, period defaults, and how they differ from Payments.
canonical: 'https://www.swiftreporter.com/docs/owner-metrics'
pathname: /docs/owner-metrics
category: settings
date: '2026-09-27T00:00:00.000Z'
---

# 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_completed` for 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.

## Related

- [Managing Invoices on Mobile](/docs/invoices)
- [Teams Mode](/docs/teams-mode)
- [Customer Portal: Invoices](/docs/customer-portal-invoices)